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Client Services & Operations Specialist

Job in Lehi, Utah County, Utah, 84043, USA
Listing for: Orion
Full Time position
Listed on 2026-07-01
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Job Description & How to Apply Below

Orion in Lehi, Utah is seeking a Service Team Specialist to provide superior service to clients and act as the first point of contact for investment representatives. The role involves processing daily work in servicing advisors, ensuring accuracy and timeliness, and meeting business measurements.

Ideal candidates should have experience in financial services or customer service, and a degree in Business or Finance is preferred. Orion provides a robust benefits package from day one, including health benefits, a 401(k) plan with matching, and more.

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