Description
Orion is hiring a Client Relationship Specialist to support financial advisors within an assigned territory through a shared-service model. The role handles advisor inquiries, account and servicing work, trade assistance, documentation issues, training, and relationship management while using AI-enabled tools to improve research, communication, issue resolution, and service quality. It requires a bachelor’s degree in Business, Finance, or a related field or equivalent experience, at least two years of client-service or financial-services experience, strong communication and relationship-management skills, Microsoft Office proficiency, and a hybrid work arrangement with three or more on-site days per week. The listed salary range is $23.57 to $34.20, with health, dental, vision, disability, retirement, leave, and other benefits.
