Client Relationship Specialist

Orion

. Support advisors within an assigned territory as part of a team-based servicing model .

Posted 11/5/2026full-timeUnited StatesJuniorMid-Level💰 $24 - $34 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client service within financial services, utilizing AI-enabled tools and automation to enhance advisor experiences and improve service efficiency. Strong relationship management and communication skills are essential for collaborating with cross-functional teams and managing multiple priorities in a fast-paced environment.

Highest-signal resume keywords

Client Service ExperienceFinancial Services KnowledgeAI-Enabled Tools ProficiencyMicrosoft Office ProficiencyCRM Platform Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client ServiceFinancial ServicesAI-Enabled ToolsMicrosoft OfficeCRM PlatformsTrade Processing SupportAccount ManagementDocumentation ResolutionWorkflow ImprovementService Metrics Management

Soft Skills

Communication SkillsRelationship ManagementProblem-Solving MindsetAttention to DetailAdaptability

Tools & Technologies

SalesforceOrion PlatformsAI-Assisted ToolsDigital WorkflowsKnowledge Resources

Industry Keywords

Financial EnvironmentRegulatory ComplianceService CoverageTeam-Based ModelAdvisor Satisfaction

About the role

Key responsibilities & impact

Support advisors within an assigned territory as part of a team-based servicing model
Respond to advisor inquiries across phone, email, and chat
Build advisor familiarity and relationships while ensuring continuity of service in a shared coverage model
Collaborate with team members to balance workload and maintain service coverage
Guide advisors on systems, custodial requirements, workflows, platform capabilities, policies, and procedures
Support advisor adoption and effective use of Orion platforms, systems, and tools through education and guidance
Use AI-generated insights, engagement trends, service history, and knowledge resources for proactive outreach and service improvement
Use approved AI-enabled tools and automation to improve servicing efficiency and personalize advisor experiences
Accelerate inquiry research, summarize interactions, draft communications, categorize cases, identify next steps, and improve follow-up quality using AI-assisted tools
Anticipate advisor needs, identify service risks, and improve advisor satisfaction
Deliver training and ongoing education
Manage advisor requests from intake through completion, coordinating with internal teams for timely resolution
Provide financial trade assistance, including point-of-call trade processing support and online trade execution
Resolve documentation issues, including NIGO items, and help prevent recurrence
Process daily servicing work including account management and call support
Meet or exceed service metrics for quality, timeliness, productivity, first-contact resolution, and advisor satisfaction
Provide communication and status updates to advisors and internal stakeholders
Improve processes, AI-enabled workflows, knowledge resources, and the advisor experience
Build cross-functional relationships across Service, Sales, Operations, Compliance, Technology, Product, and other teams
Support team initiatives and projects
Share AI use cases, workflow improvement ideas, and lessons learned
Follow regulatory and company requirements in a high-risk financial environment
Validate AI-generated recommendations, communications, summaries, and next steps
Protect sensitive information and apply appropriate judgment when using AI-enabled tools, automation, and digital workflows

Requirements

What you’ll need

Bachelor’s degree in Business, Finance, or related field required
Equivalent experience may be accepted in lieu of a Bachelor’s degree
Minimum of two (2) years of experience in client service or financial services required
Strong communication and relationship management skills
Ability to thrive in a team-based, shared service model
Ability to manage multiple priorities in a fast-paced environment
Problem-solving mindset with strong attention to detail
Professional handling of complex or sensitive situations
Proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook)
Experience with CRM platforms (e.g., Salesforce) preferred
Comfort using approved AI-enabled tools, automation, knowledge resources, and digital workflows
Responsible use of AI, including validating outputs, protecting sensitive information, and escalating when human review or additional guidance is needed
Curiosity, adaptability, and a continuous improvement mindset
Ability to own and manage stakeholder relationships directly and work effectively with people at all levels
Must be located within a commutable distance to an office
Three (3) or more days each week required on-site at one of the listed office locations

Benefits

Comp & perks

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
Competitive benefits package
Hybrid work arrangement