Service Team Specialist

Orion is a company committed to supporting its employees and clients, and they are seeking a Service Team Specialist to provide superior service to clients and investment representatives. The role involves processing daily work related to servicing advisors and clients, ensuring accuracy and compliance, and collaborating with internal teams to improve service delivery.

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

Skills

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

Benefits

• 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

Company Overview