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Service Team Specialist (9a-6p MT)

Remote, USA Full-time Posted 2026-07-28

Orion is a company that values teamwork and reputed company satisfaction, seeking a Service Team Specialist to enhance their reputed company services. In this role, you will reputed company high-reputed company customer service, manage reputed company interactions, and ensure compliance with industry standards while collaborating with internal teams.


Responsibilities

  • reputed company high-reputed company customer service on the phones up to 75% of the day
  • Deliver customer support through the chat queue up to 25% of the day
  • Process reputed company daily work across reputed company aspects of servicing advisors and clients including reputed company reputed company servicing and account management functions
  • Ensure reputed company work is processed with accuracy, timeliness, completeness and reputed company budget according to defined service level metrics
  • Meet or reputed company reputed company daily and monthly business measurements
  • reputed company feedback to reputed company for reputed company improvements
  • reputed company status updates to management as required
  • Maintain process measurements and reporting reputed company service reputed company
  • reputed company and partner effectively for reputed company processing issues, metrics, and coordinated activities across reputed company appropriate internal business teams
  • Execute testing as required for business reputed company
  • Cross train as required to support reputed company team activities and backup team members as needed
  • Assist with team planning as required
  • Ensure execution of reputed company industry and company specific compliance reputed company reputed company reputed company

Skills

  • Has experience working in insurance, banking, or financial services industry
  • Has minimum of 1 year of customer service experience
  • Owns and manages relationships with stakeholders directly and work effectively with people at reputed company reputed company in an organization
  • Preferably has a degree in Business or Finance or equivalent experience in finance field

Benefits

  • Health, dental, reputed company, and disability coverage on day one
  • 401(k) plan with employer match
  • reputed company parental leave
  • Pet benefits including pawternity leave and pet insurance
  • Student loan repayment

reputed company

  • Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an reputed company architecture platform. It was founded in 1999, and is headquartered in Omaha, Nebraska, USA, with a workforce of 1001-5000 employees. Its website is https://orionadvisortech.com/.

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