Service Team Specialist (8a-5p ET)

ORION•Hebron, CT

2d•$21 - $28•Hybrid

About The Position

As a Service Team Specialist, you will provide superior service to our clients and act as the first point of contact for the investment representatives and clients. 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: Berwyn, PA; Hebron, KY. For Internal Candidates: All internal employees, regardless of their current work arrangement (remote or in-office), are encouraged to apply. At Orion, we achieve our best work when we support one another, staying personally accountable to each other and the clients we serve. We create a welcoming environment where everyone is respected, valued, and heard. Our commitment to create raving fans ensures we consistently exceed client expectations. Thinking differently is in our DNA—we innovate always, push boundaries, and reject the status quo to deliver transformative outcomes. Together, we support one another and see it through to success, driving our collective achievements and those of our clients. At Orion, our work is driven by a shared mission to create beautiful technology, comprehensive investment management solutions, and flexible support services that empower financial professionals to realize their vision for success. For more than 20 years, the Orion brand has been synonymous with one thing: Innovation. Today, with more than 1,800 financial services firms served across our technology, investment, and services businesses, we are as determined as ever to push the boundaries of what’s possible to help our clients bring life to their vision for success. If you're ready to grow your career and work alongside amazing teammates, you've come to the right place. Click here to learn more!

Requirements

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

Nice To Haves

Preferably has a degree in Business or Finance or equivalent experience in finance field

Responsibilities

Provide high-quality customer service on the phones up to 75% of the day
Deliver customer support through the chat queue up to 25% of the day
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