Finance Service Specialist

Orion

Finance Service Specialist providing superior service to clients in the finance sector. Acting as a liaison for investment representatives and ensuring smooth account management.

Posted 5/9/2026full-timeLehi • Kentucky, New York, Ohio, Pennsylvania • 🇺🇸 United StatesJunior💰 $20 - $26 per hourWebsite

About the role

Key responsibilities & impact

provide superior service to our clients
act as the first point of contact for investment representatives and clients
process all daily work across all aspects of servicing advisors and clients
ensure all work is processed with accuracy, timeliness, completeness and within budget
meet or exceed all daily and monthly business measurements
provide feedback to the team for continued improvements
maintain process measurements and reporting within service levels
interact effectively for all processing issues across internal business teams
execute testing as required for business projects

Requirements

What you’ll need

experience working in insurance, banking, or financial services industry
degree in Business or Finance or equivalent experience in finance field
minimum of 1 year of customer service experience
obtain Orion Industry Certification
owns and manages relationships with stakeholders directly

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

process measurementsreportingtesting

Soft Skills

customer servicerelationship managementfeedback provisioninterpersonal communicationteam collaboration

Certifications

Orion Industry Certification