Service Team Specialist (9a-6p MT)
Orion is a company that values accountability and innovation, and they are seeking a Service Team Specialist to provide superior service to clients. In this role, you will act as the first point of contact for investment representatives and clients, ensuring high-quality customer service and effective account management.
Responsibilities
- Provide high-quality 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 all daily work across all aspects of servicing advisors and clients including timely call servicing and account management functions
- Ensure all work is processed with accuracy, timeliness, completeness and within budget according to defined service level metrics
- Meet or exceed all daily and monthly business measurements
- Provide feedback to the team for continued improvements
- Provide status updates to management as required
- Maintain process measurements and reporting within service levels
- Interact and partner effectively for all processing issues, metrics, and coordinated activities across all appropriate internal business teams
- Execute testing as required for business projects
- Cross train as required to support all team activities and backup team members as needed
- Assist with team planning as required
- Ensure execution of all industry and company specific compliance matters within the team
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 all levels in an organization
- Preferably has a degree in Business or Finance or equivalent experience in finance field
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 Overview