Client Support Representative (9:30 AM - 6:00 PM CT)

Orion Advisor Solutions, Inc.; Omaha (NE); Hybrid; USD 29,000 - 41,000; Full time

Job summary

Orion Advisor Solutions, Inc. is seeking a Client Support Representative to handle inquiries via phone, chat, and case channels. The role focuses on resolving basic questions, guiding clients through core workflows, and maintaining precise intake and documentation.

Hybrid work is required with 3+ days on-site at an office location; commutability to an office is expected. Applicants should have strong communication skills, the ability to multitask in a fast-paced environment, and a preference for

Qualifications

• High school diploma required; bachelor’s degree preferred.
• Prior customer service or technology support experience is a plus.
• Strong verbal and written communication skills are essential.
• Ability to manage multiple tasks in a fast-paced environment.

Responsibilities

• Serve as frontline point of contact across phone, chat, and case channels with professionalism.
• Provide clear guidance and best practices to help clients navigate workflows.
• Troubleshoot entry-level workflows and platform navigation issues.
• Maintain Salesforce documentation and ensure timely case updates.
• Aim for first-contact resolution and minimize transfers.
• Stay current on platform updates and required certifications.

Skills

Verbal Communication

Written Communication

Time Management

Multitasking

Problem Solving

Customer Service

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. 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. It is anticipated that an incumbent in this role will work as a Hybrid employee, with three (3) 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.

In this role, you’ll get to:

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 your 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 Priority 1 (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 escalated 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. Expect to build foundational proficiency within their assigned technology area (Orion or Redtail) while actively progressing through required certifications and learning pathways. Demonstrate 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.

We’re looking for talent who:

Has strong verbal and written communication skills in client interactions. Manages multiple tasks in a fast‑paced environment with attention to detail. Navigates and explains technology. Has strong problem‑solving, organizational, and time management skills. Has a minimum of a high school; bachelor’s degree preferred. Preferably has prior customer service or technology support experience. Has less than one year of experience. Owns and manages relationships with stakeholders directly and works effectively with people at all levels in an organization.

Job location and format

#LI-AP1 #LI-Onsite #LI-Hybrid

Recommended Skills

Client‑Centric, Effective Communication, Innovation, Technical Proficiency, Technical Support, Time Management, Work Collaboratively

Salary Range

$20.67 - $29.57

Benefits

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

About Us

At Orion, we achieve our best work when we support one another, staying personally accountable to each other and the clients we serve. We create a welcoming environment where everyone is respected, valued, and heard. Our commitment to create raving fans ensures we consistently exceed client expectations. Thinking differently is in our DNA—we innovate always, push boundaries, and reject the status quo to deliver transformative outcomes. Together, we support one another and see it through to success, driving our collective achievements and those of our clients. At Orion, our work is driven by a shared mission to create beautiful technology, comprehensive investment management solutions, and flexible support services that empower financial professionals to realize their vision for success. For more than 20 years, the Orion brand has been synonymous with one thing: Innovation. Today, with more than 1,800 financial services firms served across our technology, investment, and services businesses, we are as determined as ever to push the boundaries of what’s possible to help our clients bring life to their vision for success. If you're ready to grow your career and work alongside amazing teammates, you've come to the right place.