Manager, Client Services

Orion Advisor Solutions, Inc.; Northern (KY); Hybrid; USD 73,000 - 110,000; Full time

Benefits offered by this job

Health coverage

Dental coverage

Vision coverage

Disability coverage

401(k) match

Paid parental leave

Pet benefits (pawternity leave & pet보험

Student loan repayment

Job summary

Orion Advisor Solutions, Inc. is seeking a Client Services Manager to lead the client services team, ensure exceptional advisor and client satisfaction, and drive business growth. This hybrid role requires three or more days on-site weekly at a designated office with commuting location in reach.

You will manage performance metrics, mentor staff, and collaborate across departments to deliver high-quality service while maintaining Orion's standards and compliance.

Qualifications

• Bachelor's degree in business administration or related field is required.
• Proven track record in client relationship management and delivering exceptional service.
• Experience in financial services and Orion processes is preferred.

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 through accountability and development.
• Analyze team servicing effectiveness and recommend improvements.
• Coach and review team performance on an ongoing basis.
• Interact with advisors/clients to resolve servicing concerns and strengthen relationships.
• Coordinate activities across departments including sales, operations, product, and development.
• Manage vendor relationships for accuracy and ease of use for Orion and clients.
• Ensure compliance with industry and Orion requirements across the team.
• Monitor client Net Promoter Scores and drive improvement initiatives.
• Stay updated on industry trends and best practices in client services.

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 in business administration or related field

Job description

About this Opportunity

As the Client Services Manager, you will lead our client services team. You will be responsible for ensuring exceptional client satisfaction, managing client relationships, and driving business growth. Their strong leadership skills, excellent communication, and ability to build and maintain relationships will be crucial in delivering high-quality client service and achieving our organizational goals. As we continue to evolve and live our Orion values, we are looking for someone to grow with us. It is anticipated that an incumbent in this role will work as a Hybrid employee, with three (3) or more days each week required on-site at one of the listed office locations. Candidates should be located within a commutable distance to an office. Internal candidates currently aligned to an Orion office location may be given preference; however, internal candidates with varying work arrangements may be considered based on experience and business needs. Work location is subject to change based on business needs.

In this role, you'll get to:

• 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

We're looking for talent who:

• Possess strong knowledge of financial services industry and Orion processes
• Works with a sense of urgency to meet deadlines and address competing priorities
• Has excellent interpersonal and communication skills, with the ability to build and maintain strong relationships with your team, clients, and internal stakeholders
• Possess a proven track record in client relationship management, with a focus on delivering exceptional customer service and driving client satisfaction
• Has a high level of professionalism, integrity, and ethical conduct, with a commitment to delivering exceptional service and maintaining client confidentiality
• Possess a minimum of a Bachelor's degree in business administration or related field
• Has a minimum of 3 years experience of progressive experience 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 #LI-AP1 #LI-Onsite #LI-Hybrid

Recommended Skills:

• Conflict Resolution
• Cross-Functional Collaboration
• Decision Making
• Management Reporting
• Performance Management (PM)
• Project Management
• Relationship Management
• Risk Management
• Strategic Thinking
• Technical Proficiency

Salary Range: $72,860.00 - $110,014.00 The pay listed in this posting indicates the estimated pay at the time of this posting; however, may vary depending on geographic location, job-related knowledge, skills, and experience.

In addition, Orion offers a competitive benefits package which includes health, dental, vision, and disability coverage on day one, 401(k) plan with employer match, paid parental leave, pet benefits including pawternity leave and pet insurance, student loan repayment and more.

About Us

At Orion, we achieve our best work when we support one another, staying personally accountable to each other and the clients we serve. We create a welcoming environment where everyone is respected, valued, and heard. Our commitment to create raving fans ensures we consistently exceed client expectations. Thinking differently is in our DNA- we innovate always, push boundaries, and reject the status quo to deliver transformative outcomes. Together, we support one another and see it through to success, driving our collective achievements and those of our clients. At Orion, our work is driven by a shared mission to create beautiful technology, comprehensive investment management solutions, and flexible support services that empower financial professionals to realize their vision for success. For more than 20 years, the Orion brand has been synonymous with one thing: Innovation. Today, with more than 1,800 financial services firms served across our technology, investment, and services businesses, we are as determined as ever to push the boundaries of what's possible to help our clients bring life to their vision for success. If you're ready to grow your career and work alongside amazing teammates, you've come to the right place.