AI-Driven Advisor Experience Specialist

orionadvisor; Omaha (NE); Hybrid; USD 55,000 - 85,000; Full time

Job summary

Orion Advisor seeks a Client Relationship Specialist to deliver proactive relationship support to advisors within a defined territory. The role blends relationship management, advisor enablement, and AI-assisted service to create a streamlined, compliant advisor experience.

Hybrid work is expected with three or more on-site days weekly at a designated office. The candidate should reside within commuting distance to an office location and participate in ongoing education to drive adoption and

Qualifications

• Experience delivering client service in a financial services environment.
• Ability to use AI-enabled tools to support research, summaries, and advisor insights.
• Strong focus on accuracy, compliance, and issue resolution.

Responsibilities

• Support advisors within an assigned territory as part of a team-based servicing model.
• Respond to advisor inquiries across channels with timely and accurate resolution.
• Build relationships with advisors to ensure continuity of service in a shared coverage model.
• Guide advisors on systems, custodial requirements, and platform capabilities.
• Promote adoption and effective use of Orion platforms through ongoing education.

Skills

Relationship management

Communication

Regulatory awareness

Attention to detail

Job description

Orion Advisor seeks a Client Relationship Specialist to deliver proactive relationship support to advisors within a defined territory. The role blends relationship management, advisor enablement, and AI-assisted service to create a streamlined, compliant advisor experience.

Hybrid work is expected with three or more on-site days weekly at a designated office. The candidate should reside within commuting distance to an office location and participate in ongoing education to drive adoption and