Client Support Representative

OAT Orion Advisor Technology, LLC; Omaha (NE); Hybrid; USD 28,474 - 40,735; Full time

Benefits offered by this job

Health coverage

Dental and vision insurance

401(k) plan with employer match

Paid parental leave

Student loan repayment

Job summary

OAT Orion Advisor Technology, LLC is seeking a dedicated Client Support Representative responsible for helping clients navigate inquiries through various channels. This role emphasizes professionalism and accuracy while ensuring a seamless client experience.

The ideal candidate will have strong communication skills and the ability to manage multiple tasks effectively. The position offers a hybrid work environment and benefits starting from day one, including health coverage and 401(k) matching.

Qualifications

• Strong verbal and written communication skills for client interactions.
• Ability to manage multiple tasks in a fast-paced environment.
• Knowledge of and ability to explain technology.

Responsibilities

• Serve as a frontline point of contact for client inquiries.
• Provide training and guidance for workflows and platform topics.
• Troubleshoot platform navigation issues and feature questions.

Skills

Strong verbal and written communication skills

Ability to manage multiple tasks

Knowledge of technology navigation

Strong problem-solving skills

Organizational skills

Time-management skills

Education

High school diploma

Bachelor's degree (preferred)

Job description

About this Opportunity

The Client Support Representative is a frontline support professional responsible for handling client inquiries across phone, chat, and case channels in a variety of knowledge areas. This role focuses on resolving foundational questions, guiding clients through core workflows, and ensuring accurate intake, documentation, and follow‑through. Success in this role depends on reliability, communication clarity, and steady progression of platform knowledge across Orion products such as Orion, Redtail, and OCIO, but not limited to these offerings.

Please Note: This posting may not refer to a specific open position. As we can regularly hire for this type of role, you may be considered for a potential, future opportunity.

Location

It is anticipated that an incumbent in this role will work as a Hybrid employee, with three or more days each week required on‑site at one of the listed office locations. Candidates should be located within a commutable distance to an office. Internal candidates currently aligned to an Orion office location may be given preference; however, internal candidates with varying work arrangements may be considered based on experience and business needs. Work location is subject to change based on business needs.

Responsibilities

• Serve as a frontline point of contact for client inquiries across phone, chat, and case channels with professionalism and urgency.
• Provide clear training, guidance, and best practices to help clients navigate the workflows or platform topics they need support with, using established support resources.
• Troubleshoot entry‑level workflows, platform navigation issues, feature questions, and data‑related inquiries.
• Maintain strong adherence to schedules and support queue coverage across required channels.
• Own assigned Priority1 (P1) and aged cases to completion, ensuring timely updates and accurate Salesforce documentation.
• Strive for first‑contact resolution while minimizing unnecessary transfers.
• Maintain clean, complete case documentation that meets internal quality and audit standards.
• Stay up to date on platform updates, release notes, required certifications, and internal learning content.
• Identify opportunities to simplify client workflows or improve documentation and elevate through proper channels.
• Collaborate with peers, Service Leads, Technical Leads, and Managers to support coordinated client outcomes.
• Operate as a frontline contributor focused on delivering accurate, timely, and professional support across chat, phone, and case channels.
• Build foundational proficiency within assigned technology area (Orion or Redtail) while actively progressing through required certifications and learning pathways.
• Demonstrate a first‑contact resolution mindset and ownership of inquiries.
• Maintain strong performance across core service metrics including NPS, adherence, acceptance rate, quality, and documentation accuracy to support reliable service delivery.
• Escalate suspected product issues only after basic troubleshooting and documentation.
• Contribute to team improvement by identifying client trends or documentation gaps.
• Adhere to hybrid expectations and maintain a professional presence in all interactions.

Qualifications

• Strong verbal and written communication skills for client interactions.
• Ability to manage multiple tasks in a fast‑paced environment with attention to detail.
• Knowledge of and ability to navigate and explain technology.
• Strong problem‑solving, organizational, and time‑management skills.
• A minimum of a high school diploma; bachelor’s degree preferred.
• Preferably has prior customer service or technology support experience.
• Less than one year of experience.
• Owns and manages relationships with stakeholders directly and works effectively with people at all levels in an organization.

Benefits

Orion offers a competitive benefits package including health, dental, vision, and disability coverage on day one; a 401(k) plan with employer match; paid parental leave; pet benefits including pawternity leave and pet insurance; student loan repayment; and more.

Salary Range

Salary Range: $20.67 - $29.57