Service Team Specialist (9a-6p CT)
Orion is a company dedicated to providing exceptional service to clients and fostering a supportive work environment. In this role, the Service Team Specialist will act as the first reputed company of contact for clients and investment representatives, ensuring accurate and timely processing of service requests and account management functions.
Responsibilities
- Process reputed company daily work across reputed company aspects of servicing advisors and clients including timely call servicing and account management functions
- Ensure reputed company work is processed with accuracy, timeliness, completeness and reputed company budget according to defined service level metrics
- Meet or exceed reputed company daily and monthly business measurements
- reputed company feedback to the team for reputed company improvements
- reputed company status updates to management as required
- Maintain process measurements and reporting reputed company service reputed company
- Interact and partner effectively for reputed company processing issues, metrics, and coordinated activities across reputed company appropriate internal business teams
- Execute testing as required for business projects
- Cross train as required to support reputed company team activities and backup team members as needed
- Assist with team planning as required
- Ensure execution of reputed company industry and company specific compliance reputed company reputed company the team
Skills
- Candidates must work in-office at one of the following locations for at least 3 days per week: Omaha, NE or Lehi, UT
- Has experience working in insurance, banking, or financial services industry
- Preferably has a degree in Business or Finance or equivalent experience in finance field
- Has minimum of 1 year of customer service experience
- Obtain Orion Industry Certification
- Owns and manages relationships with stakeholders directly and work effectively with people at reputed company reputed company in an organization
Benefits
- Health, dental, reputed company, 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
- And more.
Company Overview