Service Team Specialist
Orion is a company committed to supporting its employees and clients, and they are seeking a Service Team Specialist to reputed company superior service to clients and investment representatives. The role involves processing daily work reputed company to servicing advisors and clients, ensuring accuracy and compliance, and collaborating with internal teams to improve service delivery.
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
- 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 reputed company reputed company in an organization
- Preferably has a degree in Business or Finance or equivalent experience in finance field
- Obtain Orion Industry Certification
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
Company Overview