Frontline Client Support Specialist (Hybrid)

orionadvisor; Omaha (NE); Hybrid; USD 29,000 - 41,000; Full time

Benefits offered by this job

Health, dental, vision, and disability

401(k) with employer match

Parental leave & pet benefits

Job summary

Orion Advisor is seeking a Client Support Representative to handle client inquiries across phone, chat, and case channels, guiding users through core workflows and ensuring accurate intake and documentation. You will work in a hybrid role with on-site days, staying aligned with schedules, escalating issues appropriately, and progressing through product learning for Orion and Redtail platforms.

The ideal candidate has strong communication, detail orientation, and a willingness to learn in a

Qualifications

• 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 and platform topics.
• Demonstrates problem-solving, organizational, and time-management skills.
• Prefers candidates with customer service or tech-support experience.

Responsibilities

• Serve as frontline contact for inquiries across phone, chat, and case channels.
• Provide training, guidance, and best practices to help clients navigate workflows.
• Troubleshoot entry-level workflows and data-related inquiries.
• Maintain adherence to schedules and support queue coverage.
• Own assigned cases to completion with timely updates and documentation.

Skills

Verbal communication

Written communication

Multitasking

Tech navigation

Problem solving

Time management

Education

High school diploma

Bachelor's degree preferred

Job description

Orion Advisor is seeking a Client Support Representative to handle client inquiries across phone, chat, and case channels, guiding users through core workflows and ensuring accurate intake and documentation. You will work in a hybrid role with on-site days, staying aligned with schedules, escalating issues appropriately, and progressing through product learning for Orion and Redtail platforms.

The ideal candidate has strong communication, detail orientation, and a willingness to learn in a