Manager, Client Services
Ryan
ERPOracle
Client Service Representative
Orion
full-time
Posted on:
Location Type: Hybrid
Location: Lehi • Kentucky, New York, Pennsylvania, Utah • 🇺🇸 United States
Visit company websiteSalary
💰 $56,046 - $82,313 per year
Job Level
Mid-LevelSenior
About the role
- Assign to a specific territory of advisors as their dedicated client service representative
- Manage client problems from start to finish; analyze client requests, explore possible solutions or coordinates with other departments following-through until resolution while being the single point of contact for the client
- Provide financial representatives with information, updates, and changes to all facets of wealth management related to custodian and Federal regulations and requirements including taxes, technology, workflows
- Counsel their advisors regarding best practices, policies and procedures, as well as providing guidance on how to handle requests or situations encountered
- Train advisors, as needed, on processes and available systems to serve their clients
- Manage daily work across all aspects of servicing advisors and clients including timely call servicing and account management functions
- Meet or exceed all daily and monthly business measurements
- Provide status updates to management as required
- Provide feedback to the team for continued improvements
- Maintain an atmosphere of appreciation of Advisors and Client issues
- Continually maintain an "above and beyond" service aptitude
- Daily promotion of our Service Vision and Principles
- Assist in project work as needed.
Requirements
- minimum of 3 years of experience in customer service or financial industry
- prior experience with Salesforce
- minimum of a bachelor’s degree in business, finance, or related major
- obtain Orion Industry Certification
- owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization.
Benefits
- 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.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
customer serviceaccount managementproblem solvingfinancial analysiswealth managementregulatory complianceprocess trainingproject managementstakeholder management
Soft skills
communicationinterpersonal skillsteam collaborationservice aptitudefeedback provisionclient relationship managementadaptabilityattention to detailorganizational skills
Certifications
Orion Industry Certification
