Subject Matter Expert, Reporting

Orion is a company dedicated to providing high standards of customer service. As a Subject Matter Expert in Reporting, you will be responsible for supporting clients, ensuring accurate service delivery, and collaborating with various departments to resolve client issues.ResponsibilitiesRespond to customer requests via phone, email, chat in timely and professional mannerProvide training and best practice procedures to external clients on the Orion systemLead face to face discussions and training during customer office visits and/or conferencesProvide assistance in testing functionality during scheduled build weeksMaintain and uphold the standards which have been set for the Orion Service teamsAnalyze client requests and deduce and explore possible solutions or forwards request on to appropriate department following-through until resolutionCounsel advisors regarding best practices, policies and procedures, as well as providing advice on how to handle situations encountered or requestsProvide assistance in growing business with client by highlighting additional features which would benefit client’s overall package offeringCollaborate with other operations departments to research and resolve client issues and inquiries, following-through until resolutionMaintain an in-depth knowledge of the assigned Orion system teamSkillsProficient writing and grammar skills and an ability to respond to customers through chat and emailMinimum of a high school diploma required and preferably a bachelor's degree in Business Administration or related fieldPrior experience in a customer service or technology related roleOwns and manages relationships with stakeholders directly and work effectively with people at all levels in an organizationBenefitsHealth, dental, vision, and disability coverage on day one401(k) plan with employer matchPaid parental leavePet benefits including pawternity leave and pet insuranceStudent loan repaymentCompany OverviewOrion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open 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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