Hybrid Client Services Manager: Elevate Relationships

Orion; Lehi (UT); Hybrid; USD 73,000 - 110,000; Full time

Benefits offered by this job

Health, dental, vision insurance

Disability coverage

401(k) with employer match

Paid parental leave

Pet benefits

Student loan repayment

Job summary

Orion is hiring a Client Services Manager to lead the client services team and ensure exceptional advisor and client experiences. The role emphasizes building relationships, driving growth, and upholding Orion values.

The position is hybrid, with 3+ on-site days at a designated office, and preference for internal candidates near an Orion location. The ideal candidate will have a Bachelor's degree, 3+ years in client-facing roles, strong communication skills, and Orion Industry Certification, to

Qualifications

• Bachelor's degree in business administration or related field
• Minimum 3 years progressive client-facing roles at a high level
• Obtain Orion Industry Certification
• Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization
• Knowledge of financial services industry and Orion processes

Responsibilities

• Actively manage team members to ensure an unparalleled advisor experience
• Measure, document, and report performance metrics at the team and individual level
• Provide leadership and mentoring to team members by ensuring accountability, continued training and professional development
• Analyze team servicing effectiveness and efficiency to make recommendations for continued improvements
• Ongoing coaching and review of team members performance
• Interact with advisors/clients to resolve servicing concerns, proactively strengthen servicing relationships with our advisors to help them grow their business and serve their clients
• Interact and partner effectively to coordinate business activities across departments including sales, operations, product, and development
• Manage vendor relationships to ensure accuracy and ease of use for Orion and its clients
• Ensure execution of all industry and Orion specific compliance requirements across the team
• Monitor client NPS scores, analyze feedback, and implement improvement initiatives to enhance the overall advisor and client experience
• Stay updated with industry trends, emerging technologies, and best practices in client services to drive innovation and continuous improvement

Skills

Conflict Resolution

Cross-Functional Collaboration

Decision Making

Management Reporting

Performance Management

Project Management

Relationship Management

Risk Management

Strategic Thinking

Technical Proficiency

Education

Bachelor's degree

Job description

Orion is hiring a Client Services Manager to lead the client services team and ensure exceptional advisor and client experiences. The role emphasizes building relationships, driving growth, and upholding Orion values.

The position is hybrid, with 3+ on-site days at a designated office, and preference for internal candidates near an Orion location. The ideal candidate will have a Bachelor's degree, 3+ years in client-facing roles, strong communication skills, and Orion Industry Certification, to