Onboarding Coordinator
About The Position
As an Onboarding Coordinator, you are responsible for coordinating and project managing the initial onboarding of new clients of Orion. This position will serve as primary point of contact between customer, Onboarding Project Mangers, Managers and Analysts, Orion Programming, Orion Sales and Orion Tech Support to ensure the client is successfully setup on the Orion platform. As we continue to evolve and live our Orion values, we are looking for someone to grow with us. For External Candidates: Candidates must work in-office at one of the following locations for at least 3 days per week: Omaha, NE or Lehi, UT.
Requirements
- Has knowledge and understanding of project management concepts and discipline
- Is able to exercise appropriate judgment, reasoning and decision-making
- Is able to troubleshoot issues utilizing creative and critical/analytical thinking skills
- Represents Orion in client consultations to champion our products and services
- Possess effective written, listening and verbal communication skills including the ability to communicate technical information to nontechnical personnel
- Has a minimum of a bachelor's degree in Business Administration, Finance or related field
Nice To Haves
- Preferably has knowledge and understanding of Salesforce CRM
- Has advanced knowledge and understanding of Orion Connect system
- Preferably a minimum of 1 year of project management or coordinating experience
- Preferably a minimum of 1 year of experience in Account Manager role or any position at Orion
- Preferably experience working within financial services, technology, or customer service industries
- Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization
Responsibilities
- Work with the sales team to help coordinate the initial setup and determining when the advisor is ready to start their onboarding process
- Review Schedule D with client and answers any applicable questions surrounding the Master Client List and interface setup items
- Research the initial aspects of advisor's practice to be used in the onboarding process and sets clear expectations with the advisor on when items need to be completed in order to hit overall project deadlines
- Ensure the accuracy of the master client list and data feed interface setup projects
- Review information from Schedule D to ensure database settings are setup correctly
- Hold client accountable to timelines set by Onboarding team for delivery of items
- Process client requests regarding master client list or interface changes
- Make decisions based on facts and circumstances for committing Orion resources to meet advisor’s timeline.
- Be responsible for setting up the initial database framework
- Obtain required information from advisors and custodians and works directly with the Accounting Analysts in order to get new data feeds in working order
- Determine and implement database settings for various aspects of the system
- Track and maintain interactions via Salesforce
- Determine advisor specific information according to Schedule D to ensure all information is accurately updated
- Assist Sales team by explaining the MCL and interface process to prospective clients regarding the initial setup
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
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
