Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform.

Our tech-enabled fiduciary process empowers financial advisors to seamlessly attract new clients, connect planning goals to investment strategies, and help achieve each investor’s unique definition of financial success.

Orion is committed to understanding the needs of growth-minded advisors which directs our M&A and product development strategies. We’ve made it our goal to seamlessly connect each stage of the advisor-client relationship with solutions that are fully connected yet provide the flexibility and choice to be adopted in its entirety or as stand-alone components that complement existing capabilities.

Combined, our brand entities, Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, Redtail Technology, and TownSquare Capital, create a complete offering that empowers firms to broaden their offering, increase efficiency, and spur growth. 

Supporting over 5 million technology accounts and thousands of independent advisory firms, Orion is the platform of choice for all growth-focused advisory firms looking to strengthen their client relationships, gain a competitive edge in a crowded marketplace, and build strong, profitable businesses

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Orion is committed to having a diverse and inclusive workforce. Individuals seeking employment at Orion are considered without regards to age, color, disability status, ethnicity, genetic information, national origin, race, religion, gender, sexual orientation, gender identification, veteran status or any other factor protected by law. 

Our Social Media Disclosure: https://bit.ly/3oTnWu7

Industry: Financial Services
Company Size: 1,001-5,000 employees

Orion

Savvy Admin PROD

**About This Opportunity**

As a Subject Matter Expert, you will be responsible for maintaining high standards of customer service for the clients of Orion. This position will work closely with other service team members to ensure the services received by the client are accurate based on the contract terms. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.

Location:

~~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**

- Respond to customer requests via phone, email, chat in timely and professional manner

- Provide training and best practice procedures to external clients on the Orion system

- Lead face to face discussions and training during customer office visits and/or conferences

- Provide assistance in testing functionality during scheduled build weeks

- Maintain and uphold the standards which have been set for the Orion Service teams

- Analyze client requests and deduce and explore possible solutions or forwards request on to appropriate department following-through until resolution

- Counsel advisors regarding best practices, policies and procedures, as well as providing advice on how to handle situations encountered or requests

- Provide assistance in growing business with client by highlighting additional features which would benefit client’s overall package offering

- Collaborate with other operations departments to research and resolve client issues and inquiries, following-through until resolution

- Maintain an in-depth knowledge of the assigned Orion system team

**We're Looking For Talent Who**

- Is proficient writing and grammar skills and an ability to respond to customers through chat and email

- Has minimum of a high school diploma required and preferably a bachelor’s degree in Business Administration or related field

- Has prior experience in a customer service or technology related role

- 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. 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.

Subject Matter Expert, General Platform

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