In this role, you’ll get to
Support advisors within an assigned territory as part of a team-based servicing model
Respond to advisor inquiries across channels (phone, email, chat) with timely and accurate resolution
Build familiarity and relationships with advisors in the territory, ensuring continuity of service even in a shared coverage model
Collaborate with team members to balance workload and maintain consistent service coverage
Guide advisors on systems, custodial requirements, workflows, and platform capabilities
Support advisor adoption and effective use of Orion platforms, systems, and tools through ongoing education and guidance.
Use AI-generated advisor insights, engagement trends, service history, and knowledge resources to identify opportunities for proactive outreach, education, and service improvement.
Leverage approved AI-enabled tools and automation to improve servicing efficiency, reduce administrative effort, support advisor education, and create a more personalized advisor experience while maintaining human judgment and accountability.
Use AI-assisted tools to accelerate inquiry research, summarize advisor interactions, draft service communications, categorize cases, identify next steps, and improve follow-up quality.
Apply proactive insight and service data to anticipate advisor needs, identify service risks, and help improve advisor satisfaction.
Provide guidance to advisors on best practices, policies, procedures, workflows, and servicing efficiencies to improve the overall advisor experience.
Deliver training and ongoing education to drive adoption and reduce service friction
Manage advisor requests from intake through completion by analyzing issues, identifying solutions, coordinating with internal teams, and ensuring timely resolution regardless of point of entry.
Provide financial trade assistance, including point-of-call trade processing support and online trade execution
Analyze requests, identify solutions, and coordinate across internal teams as needed
Proactively identify and resolve documentation issues, including NIGO items, and help prevent recurrence through improved guidance, workflow awareness, and AI-supported service insights.
Process daily servicing work including account management and call support
Maintain an ‘above and beyond’ service approach that promotes advisor confidence, trust, and long-term relationship satisfaction.
Meet or exceed established service metrics related to quality, timeliness, productivity, first-contact resolution, and advisor satisfaction.
Provide clear communication and status updates to advisors and internal stakeholders
Contribute feedback and ideas to improve processes, AI-enabled workflows, knowledge resources, and the overall advisor experience.
Build effective cross-functional working relationships with stakeholders across Service, Sales, Operations, Compliance, Technology, Product, and other internal teams to support seamless advisor experiences.
Support team initiatives, projects, as needed
Share successful AI use cases, workflow improvement ideas, and lessons learned with peers and leaders to support responsible adoption and continuous improvement.
Adhere to all regulatory and company requirements in a high-risk financial environment
Maintain strong attention to detail and ensure accuracy across all servicing activities
Validate AI-generated recommendations, communications, summaries, and next steps before use with advisors or internal stakeholders.
Protect sensitive information and apply appropriate judgment when using AI-enabled tools, automation, and digital workflows.
Operate in a high financial risk environment where accuracy, attention to detail, and adherence to regulatory and company requirements are critical to protecting advisors, clients, and the firm.
We’re looking for talent who
Has a Bachelor’s degree in Business, Finance, or related field as required
In lieu of Bachelor’s degree, equivalent experience may be accepted
Has a minimum of two (2) years of experience in client service or financial services as required
Has strong communication and relationship management skills
Can thrive in a team-based, shared service model
Can manage multiple priorities in a fast-paced environment
Has a problem-solving mindset with strong attention to detail
Is professional in handling complex or sensitive situations
Has proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook)
Has experience with CRM platforms (e.g., Salesforce) preferred
Is comfortable using approved AI-enabled tools, automation, knowledge resources, and digital workflows to enhance productivity, service quality, advisor support, and continuous improvement.
Uses AI responsibly by understanding appropriate use cases, validating outputs, protecting sensitive information, and escalating when human review or additional guidance is needed.
Demonstrates curiosity, adaptability, and a continuous improvement mindset as service workflows, technology, and advisor expectations evolve.
Owns and manages relationships with stakeholders directly and works effectively with people at all levels in an organization
#LI-AP1
#LI-Onsite
#LI-Hybrid
Recommended Skills
Account Management, Active Listening, Client Communication, Customer Service, Operational Execution, Product Knowledge, Relationship Management
Salary Range
$24.81 - $36.00 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.
