Customer Service Representative

​​​About this Opportunity:

As a Customer Service Representative, 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. ​​ Please Note: This posting may not refer to a specific open position. As we can regularly hire for this type of role, you may be considered for a potential, future opportunity.

Location:

It is anticipated that an incumbent in this role will work as a Hybrid employee, with three (3) or more days each week required on-site at one of the listed office locations.

Candidates should be located within a commutable distance to an office. Internal candidates currently aligned to an Orion office location may be given preference; however, internal candidates with varying work arrangements may be considered based on experience and business needs. Work location is subject to change based on business needs.

In this role, you’ll get to:  

• 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. 

We’re looking for talent who:  

• 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 all levels in an organization 

#LI-AP1
#LI-Onsite
#LI-Hybrid

Recommended Skills:

Salary Range:

The pay listed in this posting indicates the estimated pay at the time of this posting; however, may vary depending on geographic location, job-related knowledge, skills, and experience. In addition, Orion offers a competitive benefits package which includes 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 and more.

About Us

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.