Client Support Consultant
ORION•Omaha, NE
•$72,860 - $110,014•Hybrid
About The Position
As a Client Support Consultant, you will sit within the Summit Support Organization to understand the experience set-up and support of advisor and end client users. The role also involves collaborating with the Summit onboarding and product teams to assist with supporting all Summit clients. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.
Requirements
- Has a GED or high school diploma as required
- Has a minimum of three (3) years of experience in fintech system support role(s) as required
- Can obtain an Orion Industry Certification as required
- Has experience with MySql
- Has a comfort level in Javascript/Json (and/or willingness and aptitude to learn to review configurations that have been established)
- Has creative thinking to translate experience priorities into solutions
- Has excellent problem-solving skills and the ability to troubleshoot and resolve technical issues quickly.
- Has experience with CRM systems and ticketing software
- Has a willingness to travel up to 25% annually as required
- Owns and manages relationships with stakeholders directly and works effectively with people at all levels in an organization
Nice To Haves
- Has a Bachelor’s degree as preferred
- Has prior mentoring or training experience as preferred
- Has additional certifications in Orion's Reconciliation, Reporting, Billing, Performance, and Advisor Portal as preferred
Responsibilities
- Understand the desired experience for clients and guiding potential directions based on the Experience platform capabilities
- Have awareness of the Orion Ecosystem with enough knowledge to guide clients across all product domains
- Provide daily support for all Summit clients
- Diagnose and resolve issues including user access, reporting, custom experience builds, and issues related to client portal access
- Escalate complex problems or issues to product teams when needed.
- Help to prepare training material to help advisor and admin users better navigate and build Summit.
- Work with the onboarding team to help with project management.
- Relay customer feedback, identify recurring problems, and suggest enhancements to improve customer satisfaction.
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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
