Onboarding Coordinator

Orion

Onboarding Coordinator responsible for client onboarding at Orion. Coordinating tasks between various teams to ensure successful setup on the Orion platform.

Posted 4/16/2026full-timeLehi • New York • 🇺🇸 United StatesJunior💰 $21 - $30 per hourWebsite

About the role

Key responsibilities & impact

coordinating and project managing the initial onboarding of new clients of Orion
serve as primary point of contact between customer, Onboarding Project Managers, Managers and Analysts, Orion Programming, Sales and Tech Support
work with the sales team to help coordinate the initial setup and determining when the advisor is ready to start their onboarding process
review Schedule D with client and answers any applicable questions
research initial aspects of advisor's practice to be used in onboarding process
ensure accuracy of master client list and data feed interface setup projects
hold client accountable to timelines set by Onboarding team for delivery of items
process client requests regarding master client list or interface changes
make decisions based on facts and circumstances for committing Orion resources to meet advisor’s timeline
obtain required information from advisors and custodians
track and maintain interactions via Salesforce

Requirements

What you’ll need

knowledge and understanding of project management concepts and discipline
preferably knowledge and understanding of Salesforce CRM
advanced knowledge and understanding of Orion Connect system
able to exercise appropriate judgment, reasoning and decision-making
able to troubleshoot issues utilizing creative and critical/analytical thinking skills
possess effective written, listening and verbal communication skills including the ability to communicate technical information to nontechnical personnel
minimum of a bachelor's degree in Business Administration, Finance or related field
preferably a minimum of 1 year of project management or coordinating experience
preferably a minimum of 1 year of experience in Account Manager role or any position at Orion
preferably experience working within financial services, technology, or customer service industries
owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

project managementSalesforce CRMOrion Connect systemdata feed interface setupclient onboardingtroubleshootinganalytical thinkingdecision-making

Soft Skills

communication skillslistening skillsverbal communicationwritten communicationjudgmentreasoningrelationship managementstakeholder management

Certifications

bachelor's degree in Business Administrationbachelor's degree in Finance