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AI-Driven Advisor Relationship Specialist
Job in
Lehi, Utah County, Utah, 84043, USA
Listed on 2026-08-29
Listing for:
Orion
Full Time
position Listed on 2026-08-29
Job specializations:
-
Business
Client Relationship Management
Job Description & How to Apply Below
Orion is seeking a Client Relationship Specialist to deliver proactive, AI-assisted service to advisors within an assigned territory. You will drive efficient relationship support, guidance on platforms, and education to improve advisor satisfaction while maintaining regulatory compliance.
The role emphasizes collaboration across teams, proactive outreach, and meticulous attention to detail in a fast-paced financial environment. Hybrid work with on-site days is required.
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