Hybrid Client Support Specialist

Orion Advisor Solutions, Inc.; Omaha (NE); Hybrid; USD 29,000 - 41,000; Full time

Job summary

Orion Advisor Solutions, Inc. is seeking a Client Support Representative to handle inquiries via phone, chat, and case channels. The role focuses on resolving basic questions, guiding clients through core workflows, and maintaining precise intake and documentation.

Hybrid work is required with 3+ days on-site at an office location; commutability to an office is expected. Applicants should have strong communication skills, the ability to multitask in a fast-paced environment, and a preference for

Qualifications

• High school diploma required; bachelor’s degree preferred.
• Prior customer service or technology support experience is a plus.
• Strong verbal and written communication skills are essential.
• Ability to manage multiple tasks in a fast-paced environment.

Responsibilities

• Serve as frontline point of contact across phone, chat, and case channels with professionalism.
• Provide clear guidance and best practices to help clients navigate workflows.
• Troubleshoot entry-level workflows and platform navigation issues.
• Maintain Salesforce documentation and ensure timely case updates.
• Aim for first-contact resolution and minimize transfers.
• Stay current on platform updates and required certifications.

Skills

Verbal Communication

Written Communication

Time Management

Multitasking

Problem Solving

Customer Service

Education

High School Diploma

Bachelor’s Degree (preferred)

Job description

Orion Advisor Solutions, Inc. is seeking a Client Support Representative to handle inquiries via phone, chat, and case channels. The role focuses on resolving basic questions, guiding clients through core workflows, and maintaining precise intake and documentation.

Hybrid work is required with 3+ days on-site at an office location; commutability to an office is expected. Applicants should have strong communication skills, the ability to multitask in a fast-paced environment, and a preference for