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Client Support Representative at orionadvisor

Language

Compensation · Listed in posting

$21 – $30/hr

Setup
Hybrid
Location
Ontario
Type
Full-time
Level
entry
Posted

Description

The Client Support Representative provides frontline support for client inquiries across phone, chat, and case channels, troubleshooting Orion and Redtail workflows, maintaining Salesforce documentation, and owning Priority 1 and aged cases. The role requires strong communication, problem-solving, organization, and time-management skills, with a minimum high school education and preferably prior customer service or technology support experience. It is a hybrid position requiring three or more on-site days per week at an Orion office, with a stated salary range of $20.67 to $29.57 and health, dental, vision, and disability coverage.

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