Onboarding Specialist

Orion

Onboarding Specialist managing client onboarding processes for Orion. Serve as primary point of contact and oversee conversion projects while collaborating with various teams.

Posted 6/26/2026full-timeNew York, Pennsylvania • 🇺🇸 United StatesJunior💰 $21 - $30 per hourWebsite

Tech Stack

Tools & technologies

SFDC

About the role

Key responsibilities & impact

project managing the onboarding of new clients of Orion
serve as primary point of contact between customer, Orion Programming, SME Teams and Orion Tech Support
manage process between onboarding and subject matter expert teams
research all aspects of advisor's practice to be used in conversion process
oversee timeline of conversion project with the historical analyst team
prove accuracy of historical conversion projects by facilitating the compare of performance and quarterly reports
review Information from Schedule D, creates Project Plan, and provides status updates during weekly conference calls
send audit files to client and develops timelines for initial quarterly statement run
process client requests regarding creation, update or cancellation of client, registration, and account or billing information
make decisions based on facts and circumstances
be responsible for setting up entire database framework
lead weekly status phone call with client
obtain required information from advisors and fund families
determine and implement database settings for performance evaluations for quarterly reporting
track and maintain all customer interactions via Salesforce.com CRM
collaborate with SME teams to ensure Advisors are trained on Orion Connect prior to completion of initial onboarding

Requirements

What you’ll need

minimum of a Bachelor's degree in Business Administration, Finance or related field
certification in project management is preferred
minimum of 1 year of implementation/onboarding management experience
minimum of 1 year of experience in Account Manager role or Orion position
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 managementdatabase framework setupperformance evaluationdata conversionstatus reportingclient onboardingaudit file processinginformation reviewproject planningcustomer interaction tracking

Soft Skills

communicationcollaborationdecision makingrelationship managementorganizational skillsleadershipproblem solvingstakeholder managementadaptabilityteamwork

Certifications

Bachelor's degree in Business AdministrationBachelor's degree in FinanceProject Management Certification