Orion is a company dedicated to providing high standards of customer service. As a Subject Matter Expert in Reporting, you will be responsible for supporting clients, ensuring accurate service delivery, and collaborating with various departments to resolve client issues.
Responsibilities
- Respond to customer requests via phone, email, chat in timely and professional manner
- Provide training and best practice procedures to external clients on the Orion system
- Lead face to face discussions and training during customer office visits and/or conferences
- Provide assistance in testing functionality during scheduled build weeks
- Maintain and uphold the standards which have been set for the Orion Service teams
- Analyze client requests and deduce and explore possible solutions or forwards request on to appropriate department following-through until resolution
- Counsel advisors regarding best practices, policies and procedures, as well as providing advice on how to handle situations encountered or requests
- Provide assistance in growing business with client by highlighting additional features which would benefit client’s overall package offering
- Collaborate with other operations departments to research and resolve client issues and inquiries, following-through until resolution
- Maintain an in-depth knowledge of the assigned Orion system team
Skills
- Proficient writing and grammar skills and an ability to respond to customers through chat and email
- Minimum of a high school diploma required and preferably a bachelor's degree in Business Administration or related field
- Prior experience in a customer service or technology related role
- Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization
Benefits
- Health, dental, vision, 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
Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform. It was founded in 1999, and is headquartered in Omaha, Nebraska, USA, with a workforce of 1001-5000 employees. Its website is https://orionadvisortech.com/.