Client Services Executive delivering proactive support to legal advisors. Collaborating with the Client Services team to ensure efficient service delivery in Birmingham and Manchester.
About the role
- Client Service Representative managing customer service for advisors at Orion. Responsible for client issues resolution and adherence to financial regulations within the designated territory.
Responsibilities
- 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.
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