Hybrid AI-Driven Client Relationship Specialist

Orion Advisor Technology, LLC; Omaha (NE); Hybrid; USD 60,000 - 90,000; Full time

Job summary

Orion Advisor Technology, LLC is seeking a Client Relationship Specialist to deliver exceptional service and proactive relationship support to advisors within a designated territory, using AI-enabled tools to accelerate research and improve outcomes.

This hybrid role requires on-site work three days per week at one of the listed office locations and emphasizes compliance, accuracy, and strong communication across teams to ensure a high-quality advisor experience.

Responsibilities

• Provide frontline client support across channels (phone, email, chat) with timely and accurate responses.
• Leverage AI-enabled tools to summarize interactions, surface insights, and improve service delivery.
• Coach and guide advisors on systems, custodial requirements, workflows, and platform capabilities.
• Collaborate with cross-functional teams to balance workload and maintain consistent service coverage.
• Analyze requests, identify solutions, and coordinate with internal teams to ensure timely resolution.

Job description

Orion Advisor Technology, LLC is seeking a Client Relationship Specialist to deliver exceptional service and proactive relationship support to advisors within a designated territory, using AI-enabled tools to accelerate research and improve outcomes.

This hybrid role requires on-site work three days per week at one of the listed office locations and emphasizes compliance, accuracy, and strong communication across teams to ensure a high-quality advisor experience.