Hybrid Client Support Specialist - Frontline & CRM

Orion Advisor Technology, LLC; Omaha (NE); Hybrid; USD 28,000 - 41,000; Full time

Benefits offered by this job

Health

Dental

Vision

Disability coverage on day one

401(k) plan with employer match

Paid parental leave

Pet benefits including pawternityLeave

Student loan repayment

Job summary

Orion Advisor Technology, LLC is seeking a Client Support Representative to handle inquiries across phone, chat, and case channels. You will guide clients through workflows, troubleshoot basic issues, and maintain Salesforce case docs while progressing through product certifications.

This hybrid role requires three or more days on-site weekly at Omaha-area offices; internal candidates may receive preference based on location and business needs.

Qualifications

• High school diploma required; bachelor's degree preferred.
• Prior customer service or technology-support experience preferred; <1 year recommended.
• Strong written and verbal communication skills.
• Ability to juggle multiple tasks in a fast-paced environment.

Responsibilities

• Serve as frontline contact across phone, chat, and case channels.
• Guide clients through workflows and platform topics with clear guidance.
• Troubleshoot entry-level workflows and navigation issues.
• Maintain accurate Salesforce case documentation and adherence to schedules.
• Strive for first-contact resolution and minimize transfers.
• Stay up to date with platform updates and learning content.
• Collaborate with peers and leads to support coordinated outcomes.
• Build foundational proficiency in Orion or Redtail and progress through certifications.

Skills

Active Listening

Client Facing

Communication

CRM Software

Customer Service

Documentation

Problem Solving

Process Adherence

Real-Time Communications

Salesforce

Technical Support

Telephone Communications

Troubleshooting

Written Communication

Education

High School Diploma

Bachelor's degree preferred

Tools

Salesforce

Job description

Orion Advisor Technology, LLC is seeking a Client Support Representative to handle inquiries across phone, chat, and case channels. You will guide clients through workflows, troubleshoot basic issues, and maintain Salesforce case docs while progressing through product certifications.

This hybrid role requires three or more days on-site weekly at Omaha-area offices; internal candidates may receive preference based on location and business needs.