Client Services Leader: Grow Advisor Relationships (Hybrid)

OAS Orion Advisor Solutions, Inc; Omaha (NE); Hybrid; USD 73,000 - 110,000; Full time

Benefits offered by this job

Health/Dental/Vision

Disability coverage

401(k) match

Parental leave

Pet benefits

Job summary

Orion Advisor Solutions, Inc. in Omaha, NE seeks a Client Services Manager to lead the client services team and deliver exceptional advisor and client experiences. The role requires strong leadership, relationship-building with advisors, and cross-functional collaboration across departments.

You will coach staff, monitor performance, and drive process improvements while ensuring compliance and alignment with Orion standards. This hybrid role requires on-site presence several days per week.

Qualifications

• Bachelor's degree in business administration or related field.
• Minimum 3 years of progressive client-facing experience at a high level.
• Willingness to obtain Orion Industry Certification.

Responsibilities

• Lead the client services team to deliver an unparalleled advisor experience.
• Measure, document, and report performance metrics at team and individual levels.
• Coach and mentor team members to ensure accountability and development.
• Resolve servicing concerns and strengthen advisor-client relationships.

Skills

Conflict Resolution

Cross-Functional Collaboration

Decision Making

Management Reporting

Performance Management

Project Management

Relationship Management

Risk Management

Strategic Thinking

Technical Proficiency

Education

Bachelor's degree in business administration or related field

Job description

Orion Advisor Solutions, Inc. in Omaha, NE seeks a Client Services Manager to lead the client services team and deliver exceptional advisor and client experiences. The role requires strong leadership, relationship-building with advisors, and cross-functional collaboration across departments.

You will coach staff, monitor performance, and drive process improvements while ensuring compliance and alignment with Orion standards. This hybrid role requires on-site presence several days per week.