Products & Prices Specialist

ORION•Cincinnati, OH

13d•$18 - $24•Hybrid

About The Position

About this Opportunity: As a Product and Price Specialist, you will also be responsible for importing and verifying the accuracy and completeness of daily prices in the Price Table. In addition, you will also be responsible for maintaining high standards of customer service to clients of Orion and will work closely with other service team members to ensure services are accurate and based on the contracted terms. 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; Berwyn, PA; Hebron, KY; Chandler, AZ; or Lehi, UT.

Requirements

Has knowledge of financial terminology
Has ability to process high volume of transactions in an accurate and timely manner
Possess ability to work a flexible schedule, including early morning hours and Saturdays
Has minimum of a High School Diploma and prefer a bachelor's degree in Business Administration or related field
Obtain Orion Industry Certification
Has minimum of 6 months of financial services industry or experience with Orion or affiliated companies
Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization

Responsibilities

Create new products in Orion databases, refine existing procedures and execute product additions
Update existing products with new information
Collaborate with IT to develop more efficient ways to create new products and import prices in database
Utilize System Management Software (Salesforce) to work with IT to ensure product and price data collection is as technologically accurate and efficient as possible
Work with operations teams to ensure proper use of products, develop procedures and work with training personnel to ensure team members accurately create assets for clients
Import daily prices from all available and reliable sources such as custodians, Index Data and DST Systems
Identify new sources for prices and index data
Ensure all available prices are applied for month-end period
Import corporate actions and dividend data into databases
Support Reconciliation Advocates and Service Teams to ensure manual prices are entered in a timely and accurate manner
Import daily prices from all available and reliable sources such as custodians, Index Data and DST Systems
Identify new sources for prices and index data
Ensure all available prices are applied for month-end period
Import corporate actions and dividend data into databases
Support Reconciliation Advocates and Service Teams to ensure manual prices are entered in a timely and accurate manner
Respond to all client questions and issues received by phone, email, or fax in a complete and quick manner and acts as a single point of contact for clients for market data-related requests
Analyze client requests and deduce and explore possible solutions or forward request on to appropriate department, following-through until resolved
Train advisors on Orion system technology capabilities available by completing one-on-one sessions
Counsel advisors regarding best practices, policies and procedures, as well as provide advice on how to handle situations encountered and processes advisor requests
Audit product lists to identify duplicate or unused products and to ensure accuracy of data within product
Run audits and verify daily prices to ensure completeness and accuracy of price tables
Run audits of dividend and corporate action data to ensure accuracy
Perform data reconciliation responsibilities for assigned Orion Databases
Work with Orion data reconciliation teams during quarter-end to answer questions about security setup, price accuracy and availability