Customer Service Representative

Orion Advisor Technology; Kentucky; Hybrid; USD 27,304 - 36,038; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Disability coverage

401(k) plan with employer match

Paid parental leave

Pet benefits including pawternity leave and pet insurance

Student loan repayment

Job summary

Orion Advisor Technology is seeking a Customer Service Representative to provide superior service to clients. This role involves processing daily work across all aspects of servicing advisors and clients, ensuring accuracy and timeliness. Candidates should have at least 1 year of experience in customer service, and ideally a degree in Business or Finance. The position offers a hybrid work arrangement, competitive salary, and comprehensive benefits including health and parental leave.

Qualifications

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

Responsibilities

• Process daily work for advisors and clients including call servicing and account management.
• Ensure accuracy and timeliness of work processed.
• Meet or exceed daily and monthly business measurements.
• Provide feedback for continuous improvement.
• Ensure compliance with industry and company regulations.

Skills

Client-Centric

Effective Communication

Innovation

Technical Proficiency

Time Management

Work Collaboratively

Education

Degree in Business or Finance

Job description

About this Opportunity

As a Customer Service Representative, you will provide superior service to our clients and act as the first point of contact for the investment representatives and clients. As we continue to evolve and live our Orion values, we are looking for someone to grow with us. 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 (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:

• Process all daily work across all aspects of servicing advisors and clients including timely call servicing and account management functions.
• Ensure all work is processed with accuracy, timeliness, completeness and within budget according to defined service level metrics.
• Meet or exceed all daily and monthly business measurements.
• Provide feedback to the team for continued improvements.
• Provide status updates to management as required.
• Maintain process measurements and reporting within service levels.
• Interact and partner effectively for all processing issues, metrics, and coordinated activities across all appropriate internal business teams.
• Execute testing as required for business projects.
• Cross train as required to support all team activities and backup team members as needed.
• Assist with team planning as required.
• Ensure execution of all industry and company specific compliance matters within the team.

We're looking for talent who:

• Has experience working in insurance, banking, or financial services industry
• Preferably has a degree in Business or Finance or equivalent experience in finance field
• Has minimum of 1 year of customer service experience
• Obtain Orion Industry Certification
• Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization

Recommended Skills

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

Salary Range

$19.82 - $26.16

The pay listed in this posting indicates the estimated pay at the time of this posting; however, may vary depending on geographic location, job-related knowledge, skills, and experience. In addition, Orion offers 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.