Hybrid Client Relationship Specialist

Orion; Town of Mansfield (NY); Hybrid; USD 34,000 - 50,000; Full time

Benefits offered by this job

Health coverage on day one

401(k) match

Parental leave

Pet benefits

Student loan repayment

Job summary

Orion is seeking a Client Relationship Specialist to deliver proactive advisor support across a designated territory. You will blend relationship management with AI-assisted service to accelerate research, summarize interactions, and surface insights for a streamlined, compliant advisor experience.

The role is hybrid, requiring three or more days on-site at a listed office location. Candidates should live within a commutable distance and be prepared for evolving work arrangements based on

Qualifications

• Bachelor’s degree in Business, Finance, or related field
• Minimum of 2 years in client service or financial services
• Strong communication and relationship management skills
• Proficient with Excel, Word, PowerPoint, and Outlook
• Experience with CRM platforms (Salesforce) preferred

Responsibilities

• Support advisors within an assigned territory as part of a team-based servicing model
• Respond to advisor inquiries with timely resolution
• Analyze requests and coordinate with internal teams
• Provide AI-enabled service insights to improve advisor experience
• Maintain regulatory compliance and high attention to detail

Skills

Communication

Relationship management

Teamwork

Attention to detail

Education

Bachelor's degree in Business/Finance or related field

Tools

Salesforce

Microsoft Office

AI-enabled tools

Job description

Orion is seeking a Client Relationship Specialist to deliver proactive advisor support across a designated territory. You will blend relationship management with AI-assisted service to accelerate research, summarize interactions, and surface insights for a streamlined, compliant advisor experience.

The role is hybrid, requiring three or more days on-site at a listed office location. Candidates should live within a commutable distance and be prepared for evolving work arrangements based on