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Orion · 16 hours ago

Subject Matter Expert (8a-5p CT)

Greater Omaha Area

Full-time

Hybrid

New Grad, Entry Level

$19.82/hr - $26.16/hr

Orion is a company dedicated to providing exceptional customer service, and they are seeking a Subject Matter Expert to maintain high standards for their clients. This role involves responding to customer requests, providing training on the Orion system, and collaborating with various departments to resolve client issues.

AccountingFinancial ServicesTrading Platform

Responsibilities

Respond to customer requests via phone, email, chat in timely and professional manner

Provide training and best practice procedures to external clients on the Orion system

Lead face to face discussions and training during customer office visits and/or conferences

Provide assistance in testing functionality during scheduled build weeks

Maintain and uphold the standards which have been set for the Orion Service teams

Analyze client requests and deduce and explore possible solutions or forwards request on to appropriate department following-through until resolution

Counsel advisors regarding best practices, policies and procedures, as well as providing advice on how to handle situations encountered or requests

Provide assistance in growing business with client by highlighting additional features which would benefit client’s overall package offering

Collaborate with other operations departments to research and resolve client issues and inquiries, following-through until resolution

Maintain an in-depth knowledge of the assigned Orion system team

Qualification

Orion Industry CertificationCustomer service experienceBusiness Administration degreeGrammar skillsStakeholder management

Required

Proficient writing and grammar skills and an ability to respond to customers through chat and email

Minimum of a high school diploma required and preferably a bachelor's degree in Business Administration or related field

Obtain Orion Industry Certification

Prior experience in a customer service or technology related role

Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization

Benefits

Health

Dental

Vision

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

Company

Orion

Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform.

Founded in 1999