Onboarding Coordinator

ORION•Lehi, UT

2d•$21 - $30•Hybrid

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. It is anticipated that an incumbent in this role will work as a Hybrid employee, with three (3) or more days each week required on-site at one of the listed office locations. 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: 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

Requirements

Has knowledge and understanding of project management concepts and discipline
Preferably has knowledge and understanding of Salesforce CRM
Has advanced knowledge and understanding of Orion Connect system
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
Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization

Nice To Haves

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

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