Client Relationship Specialist

Orion

. Support advisors within an assigned territory through a team-based servicing model .

Posted 9/15/2026full-timeKentucky • United 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 tools and automation to enhance advisor experiences and improve servicing efficiency. Strong relationship management and communication skills are essential for collaborating with cross-functional teams and managing stakeholder relationships.

Highest-signal resume keywords

Client Service ExperienceFinancial Services KnowledgeProficiency in Microsoft OfficeExperience with CRM PlatformsAI Tool Utilization

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client ServiceFinancial Trade AssistanceDocumentation Issue ResolutionAccount ManagementProblem-SolvingAttention to DetailTrade Processing SupportWorkflow ImprovementService Metrics ManagementAI-Enabled Workflows

Soft Skills

Strong CommunicationRelationship ManagementTeam CollaborationAdaptabilityCuriosity

Tools & Technologies

Microsoft OfficeSalesforceAI ToolsDigital WorkflowsKnowledge Resources

Industry Keywords

Financial EnvironmentRegulatory ComplianceService CoverageAdvisor SupportShared Service Model

About the role

Key responsibilities & impact

Support advisors within an assigned territory through a team-based servicing model
Respond to advisor inquiries by phone, email, and chat with timely and accurate resolution
Build advisor familiarity and relationships while ensuring continuity in a shared coverage model
Collaborate with team members to balance workload and maintain consistent service coverage
Guide advisors on systems, custodial requirements, workflows, platform capabilities, policies, procedures, and servicing efficiencies
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
Leverage approved AI tools and automation to improve servicing efficiency and personalize advisor experiences
Use AI-assisted tools to research inquiries, summarize interactions, draft communications, categorize cases, identify next steps, and improve follow-up
Analyze requests, identify solutions, coordinate with internal teams, and manage requests through completion
Provide financial trade assistance, including point-of-call trade processing support and online trade execution
Identify and resolve documentation issues, including NIGO items
Process daily account-management and call-support work
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
Contribute ideas to improve processes, AI-enabled workflows, knowledge resources, and advisor experience
Build cross-functional relationships across Service, Sales, Operations, Compliance, Technology, Product, and other teams
Support team initiatives and projects as needed
Share AI use cases, workflow improvement ideas, and lessons learned
Adhere to 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 tools 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 guidance is needed
Curiosity, adaptability, and a continuous improvement mindset
Ability to own and manage stakeholder relationships and work effectively with people at all organizational levels
Candidates should be located within a commutable distance to an office

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