customer-advocate

Orion is a leading provider of technology solutions for financial advisors and wealth management firms. The company offers a comprehensive suite of tools designed to support the financial management and advisory process, including portfolio accounting, risk intelligence, compliance management, financial planning, and CRM solutions. Orion's platform integrates with various financial tools and systems to streamline operations and enhance client relationships. With a focus on delivering personalized, tax-efficient portfolio management and investment strategies, Orion empowers advisors to connect planning goals with investment strategies and achieve financial success for their clients. Additionally, Orion offers educational resources and academy programs to further support financial advisors in growing their businesses.

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

Our tech-enabled fiduciary process empowers financial advisors to seamlessly attract new clients, connect planning goals to investment strategies, and help achieve each investor’s unique definition of financial success.

Orion is committed to understanding the needs of growth-minded advisors which directs our M&A and product development strategies. We’ve made it our goal to seamlessly connect each stage of the advisor-client relationship with solutions that are fully connected yet provide the flexibility and choice to be adopted in its entirety or as stand-alone components that complement existing capabilities.

Combined, our brand entities, Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, Redtail Technology, and TownSquare Capital, create a complete offering that empowers firms to broaden their offering, increase efficiency, and spur growth. 

Supporting over 5 million technology accounts and thousands of independent advisory firms, Orion is the platform of choice for all growth-focused advisory firms looking to strengthen their client relationships, gain a competitive edge in a crowded marketplace, and build strong, profitable businesses

•  •  •
Orion is committed to having a diverse and inclusive workforce. Individuals seeking employment at Orion are considered without regards to age, color, disability status, ethnicity, genetic information, national origin, race, religion, gender, sexual orientation, gender identification, veteran status or any other factor protected by law. 

Our Social Media Disclosure: https://bit.ly/3oTnWu7 

Orion

• respond to all client questions and issues received by phone, email, chat or letter in a complete and quick manner and act as a single point of contact for assigned clients
• analyze client requests and deduce and explore possible solutions or forwards request on to appropriate department following-through until resolution
• maintain, update and execute "Client Reference Guides" to ensure each client's needs are met
• regularly confirm the reference guide is meeting client expectations directly with operational contacts
• train advisors, as needed, on available Orion system technology capabilities
• counsel advisors regarding best practices, policies and procedures, as well as provide advice on how to handle situations encountered or requests
• act as a technology consultant to ensure advisor is fully utilizing Orion technology to support their business requirements
• ensure advisor is trained and made aware of new technology requirements, including reviewing each technology release in depth with the advisor
• plan, coordinate, and lead home office visits of assigned clients
• support advisor by training on best practices for maintaining and executing quarter-end processes
• support the execution of customized business processes for the advisor
• work with product managers and developers to complete functional specs for projects and submit those projects for development
• keep advisor informed throughout the development process
• test and verify technology works properly and then verify and certify it works to the client’s expectations
• act as project manager on non-technical projects.
• work with SME & Analyst teams to support multi-team projects keeping the advisor informed throughout the process

Client Success Advocate

Client Success Advocate responsible for maintaining customer service standards for Orion’s technology and service. Facilitating advisor transition from customer to promoter with a focus on solution-oriented support.

Boldr is a global company that specializes in managed outsourcing and global employment services. The company prides itself on being a certified B Corporation, focusing on ethical outsourcing by building teams that are an extension of the client's brand. Boldr provides a wide array of services including customer experience support, engineering, data, and technical services, primarily targeting industries such as eCommerce and SaaS. It is committed to creating circular value for its clients, careers of its team members, and the communities it operates in, aligning with principles of social sustainability and impact. With a strong emphasis on creating a sense of purpose and belonging, Boldr offers expertise in global recruiting, onboarding, and performance management, supporting over 100 client partners globally.

Boldr builds specialized global teams through ethical outsourcing.We believe that talent is equally distributed, but opportunity is not. We are on a mission to change that by creating opportunities for global talent. As a B-Corp certified outsourcing company, we are dedicated to delivering high quality, seamless customer experiences for our values-aligned clients, whilst empowering local team members to develop and grow. Our footprint extends to the Philippines, Mexico, South Africa, and Canada. With a proven commitment to local communities, Boldr is serious about impact, proving that our dynamic approach to outsourcing is not just good for the communities we serve in, but also good for business.To find out more about our impact initiatives, click here: https://www.boldrimpact.com/impact/Want to build a global team? Reach out to us: https://www.boldrimpact.com/build-a-team-with-boldr/Ready to kick off your career? Apply here: https://apply.workable.com/boldr-1/

Boldr

• Interact with customers to provide and process accurate, valid, and complete information with the highest degree of empathy, courtesy, and professionalism
• Perform problem tracking and ensure that issues are properly documented, prioritized, tracked, and resolved
• Ensure proper and timely escalation of issues to meet internal and external expectations
• Identify opportunities and recommendations for continuous process improvement
• Deliver service excellence and maximize customer service and satisfaction
• Work with the external team to stay updated on product and service knowledge

Customer Advocate

Customer Advocate at Boldr responsible for addressing customer inquiries and resolving complaints in a professional manner.

- Interact with customers to provide and process accurate, valid, and complete information with the highest degree of empathy, courtesy, and professionalism
- Perform problem tracking and ensure that issues are properly documented, prioritized, tracked, and resolved
- Ensure proper and timely escalation of issues to meet internal and external expectations
- Identify opportunities and recommendations for continuous process improvement
- Deliver service excellence and maximize customer service and satisfaction
- Work with the external team to stay updated on product and service knowledge

Customer Advocate responsible for interacting with customers and resolving inquiries. Join Boldr, a B-Corp focused on meaningful work and client experiences.

SS&C Technologies is a global leader in financial services and healthcare technology, recognized as the world’s largest independent hedge fund and private equity administrator, as well as the largest mutual fund transfer agency. The company offers a comprehensive range of solutions including asset management, banking, healthcare, insurance, and wealth management, leveraging proprietary software and extensive expertise to meet the operational needs of clients across multiple industries.

SS&C is a leading global provider of mission-critical, cloud-based software and solutions for the financial and healthcare industries. Named to the Fortune 1000 list as a top U.S. company based on revenue, SS&C (NASDAQ: SSNC) is a trusted provider to more than 20,000 financial services and healthcare companies, with over 25,000 employees and operations in more than 40 countries. Built upon a foundation of expertise, innovation and excellent customer service, SS&C powers some of the largest financial and healthcare firms in the world.

SS&C Technologies

• Serve as primary point of contact, owner of the relationship with the client
• Schedule, organize and lead professional meetings with clients, internal resources and external partners
• Fully understand client issues and concerns to the level of being able to transfer the knowledge to a subject matter expert
• Provide timely, proactive feedback to clients on outstanding issues
• Manage contractual SLAs and expirations
• Actively manage assigned tickets
• Coordinate releases with clients, vendors and internal resources
• Maintain system expertise through regularly provided training sessions
• Triage and troubleshoot client reported issues or requests
• Always deliver above and beyond service to exceed our clients’ expectations

Client Advocate

Client Advocate role at SS&C fostering client relationships in financial services and tech. Overseeing issue resolution, client feedback, and managing project coordination.

• You will interact with customers to provide and process accurate, valid, and complete information with the highest degree of empathy, courtesy, and professionalism.
• Customer consultation calls , tech troubleshooting, escalations and investigation
• Perform problem tracking and ensure that issues are properly prioritized, documented, tracked, and resolved.
• Ensure proper and timely escalation of issues to meet internal and external expectations.
• Support, replicate, flag, and update information on high-impact issues (e.g., LS down, tools down), assisting with the investigation process.
• Assist with and take over difficult/tricky product tickets as needed. This includes handling phone calls and screen-sharing sessions with NOS for complex cases.
• Check live streams on a schedule to ensure they are functioning correctly and flag any potential issues.
• Shadow/reverse shadow newbies for product knowledge and act as a buddy to help bridge the gap between agents and TLs during training.
• Identify opportunities and recommendations for continuous process improvement.
• You are expected to deliver service excellence and maximize customer satisfaction.
• Work with the external team to stay updated on product and service knowledge.

Senior Customer Advocate

Senior Customer Advocate responsible for customer interactions and issue resolution at Boldr. Engaging with internal teams to ensure timely and professional customer service delivery.

Senior Customer Advocate responsible for customer interactions and problem resolution for Boldr's services. Ensuring customer satisfaction through effective communication and collaboration with teams.

Sun Life is a global financial services company with a focus on helping individuals and institutions achieve lifetime financial security and lead healthier lives. With operations in multiple countries, Sun Life offers a wide range of protection, wealth, and health solutions, including insurance, investments, and financial advice. The company is committed to sustainability, diversity, and inclusion, and emphasizes responsible business practices. Sun Life also focuses on innovation and aims to enhance financial security for its clients. Its headquarters are located in Toronto, Canada, acknowledging the traditional territories of Indigenous peoples.

Sun Life is a leading financial services organization dedicated to helping people achieve lifetime financial security and live healthier lives.

We provide a wide range of insurance and investment products and services in key markets around the world including Canada, the United States, the United Kingdom, Hong Kong, the Philippines and Indonesia. At Sun Life, we have more than 34,000 employees and 112,900 advisors worldwide.

Websites:
Canada www.sunlife.ca/en/
US www.sunlife.com/us/en/
Vietnam www.sunlife.com.vn
Hong Kong www.sunlife.com.hk
Indonesia www.sunlife.co.id
Malaysia www.sunlife.com.my
Philippines www.sunlife.com.ph

Sun Life

• responsible for intake and resolution of client inquiries, problems and/or service requests
• act as the primary issue resolution owner and be responsible for resolving any client problems or issues
• take ownership of issues from beginning to end
• coordinate with all necessary 'back office' areas to resolve
• act as the daily point of contact for any customer inquiries (calls, emails, web chats, etc.)
• track activities in CRM
• fulfill reporting requests from customers
• maintain tracking and reporting
• identify and drive business changes / continuous improvements needed
• look at trends and root cause analysis and work with internal partners from claims, Underwriting, etc. to identify improvement opportunities

Client Advocate responsible for intake and resolution of client inquiries at Sun Life. Collaborating with internal partners to drive improvements based on client feedback.

Hybrid Customer Advocates Jobs