AI-Driven Advisor Experience Specialist (Hybrid)

orionadvisor; Cincinnati (OH); Hybrid; USD 65,000 - 75,000; Full time

Job summary

Orion Advisor seeks a Client Relationship Specialist to deliver proactive relationship support to advisors within a hybrid, U.S.-based territory. You will leverage AI-enabled tools to accelerate research, summarize interactions, surface insights, and reduce administrative effort while maintaining human judgment and accountability.

In this role, you will collaborate with cross-functional teams, respond to advisor inquiries across channels, guide advisors on systems and workflows, and ensure

Responsibilities

• Support advisors within an assigned territory as part of a team-based servicing model.
• Respond to advisor inquiries across channels (phone, email, chat) with timely and accurate resolution.
• Build familiarity and relationships with advisors in the territory, ensuring continuity of service.
• Collaborate with team members to balance workload and maintain consistent service coverage.
• Guide advisors on systems, custodial requirements, workflows, and platform capabilities.
• Support advisor adoption and effective use of Orion platforms, systems, and tools through ongoing education and guidance.
• Use AI-generated advisor insights, engagement trends, service history, and knowledge resources to identify opportunities for proactive outreach.

Job description

Orion Advisor seeks a Client Relationship Specialist to deliver proactive relationship support to advisors within a hybrid, U.S.-based territory. You will leverage AI-enabled tools to accelerate research, summarize interactions, surface insights, and reduce administrative effort while maintaining human judgment and accountability.

In this role, you will collaborate with cross-functional teams, respond to advisor inquiries across channels, guide advisors on systems and workflows, and ensure