Client Services & Operations Specialist

Orion; Lehi (UT); On-site; USD 20,000 - 30,000; Full time

Benefits offered by this job

Health coverage

Dental coverage

Vision coverage

Disability coverage

401(k) plan with employer match

Paid parental leave

Pet benefits including pet insurance

Job summary

Orion in Lehi, Utah is seeking a Service Team Specialist to provide superior service to clients and act as the first point of contact for investment representatives. The role involves processing daily work in servicing advisors, ensuring accuracy and timeliness, and meeting business measurements.

Ideal candidates should have experience in financial services or customer service, and a degree in Business or Finance is preferred. Orion provides a robust benefits package from day one, including health benefits, a 401(k) plan with matching, and more.

Qualifications

• Experience working in insurance, banking, or financial services industry.
• Minimum of 1 year of customer service experience.
• Obtain Orion Industry Certification.

Responsibilities

• Process all daily work across all aspects of servicing advisors and clients.
• Ensure all work is processed with accuracy and timeliness.
• Meet or exceed all daily and monthly business measurements.

Skills

Client-Centric

Effective Communication

Innovation

Technical Proficiency

Time Management

Work Collaboratively

Education

Degree in Business or Finance or equivalent experience

Job description

Orion in Lehi, Utah is seeking a Service Team Specialist to provide superior service to clients and act as the first point of contact for investment representatives. The role involves processing daily work in servicing advisors, ensuring accuracy and timeliness, and meeting business measurements.

Ideal candidates should have experience in financial services or customer service, and a degree in Business or Finance is preferred. Orion provides a robust benefits package from day one, including health benefits, a 401(k) plan with matching, and more.