Service Team Specialist

Orion; Lehi (UT); On-site; USD 20,000 - 30,000; Full time

Benefits offered by this job

Health coverage

Dental coverage

Vision coverage

Disability coverage

401(k) plan with employer match

Paid parental leave

Pet benefits including pet insurance

Job summary

Orion in Lehi, Utah is seeking a Service Team Specialist to provide superior service to clients and act as the first point of contact for investment representatives. The role involves processing daily work in servicing advisors, ensuring accuracy and timeliness, and meeting business measurements.

Ideal candidates should have experience in financial services or customer service, and a degree in Business or Finance is preferred. Orion provides a robust benefits package from day one, including health benefits, a 401(k) plan with matching, and more.

Qualifications

• Experience working in insurance, banking, or financial services industry.
• Minimum of 1 year of customer service experience.
• Obtain Orion Industry Certification.

Responsibilities

• Process all daily work across all aspects of servicing advisors and clients.
• Ensure all work is processed with accuracy and timeliness.
• Meet or exceed all daily and monthly business measurements.

Skills

Client-Centric

Effective Communication

Innovation

Technical Proficiency

Time Management

Work Collaboratively

Education

Degree in Business or Finance or equivalent experience

Job description

Overview

As a Service Team Specialist, you will provide superior service to our clients and act as the first point of contact for the investment representatives and clients. We are looking for someone to grow with us as we continue to evolve and live our Orion values.

Responsibilities

• Process all daily work across all aspects of servicing advisors and clients, including timely call servicing and account management functions.
• Ensure all work is processed with accuracy, timeliness, completeness and within budget according to defined service level metrics.
• Meet or exceed all daily and monthly business measurements.
• Provide feedback to the team for continued improvements.
• Provide status updates to management as required.
• Maintain process measurements and reporting within service levels.
• Interact and partner effectively for all processing issues, metrics, and coordinated activities across all appropriate internal business teams.
• Execute testing as required for business projects.
• Cross train as required to support all team activities and backup team members as needed.
• Assist with team planning as required.
• Ensure execution of all industry and company specific compliance matters within the team.

Qualifications

• Has experience working in insurance, banking, or financial services industry
• Preferably has a degree in Business or Finance or equivalent experience in finance field
• Has minimum of 1 year of customer service experience
• Obtain Orion Industry Certification
• Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization

Recommended Skills

• Client-Centric
• Effective Communication
• Innovation
• Technical Proficiency
• Time Management
• Work Collaboratively

Salary Range

$19.82 - $26.16

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. Orion offers a competitive benefits package which includes health, dental, vision, and disability coverage on day one, a 401(k) plan with employer match, paid parental leave, pet benefits including paw-ternity 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.