More jobs:
Client Support Manager
Job in
Lehi, Utah County, Utah, 84043, USA
Listed on 2026-07-26
Listing for:
Orion Advisor Solutions, Inc.
Full Time
position Listed on 2026-07-26
Job specializations:
-
Management
Operations Management, Change Management, Business Administration, Regulatory Compliance Specialist
Job Description & How to Apply Below
Hybrid locations:
Lehitime type:
Full time posted on:
Posted Todayjob requisition :
R2812##
** About this Opportunity:**## As a Client Support Manager, you will lead a client support team responsible for delivering consistent, high-quality service across defined technology and subject areas. This role owns day-to-day team performance, employee development, and operational execution, ensuring service standards, queue health, and client experience expectations are consistently met. The Client Support Manager partners closely with Team Leads, Technical Leads, and Workforce Management to support staffing alignment, escalation management, and service readiness.
This position is designed for a people-focused leader who drives accountability, builds scalable team practices, and prepares the organization for future growth. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.##
Schedule:
* Monday Through Friday From 8am Mountain Time To 5pm Mountain Time*##
Location:
##
* It is anticipated that an incumbent in this role will work as a
** Hybrid employee**, with three (3) or more days each week required on-site at one of the listed office locations.*## ##
* Candidates should be located within a commutable distance to an office. Internal candidates currently aligned to an Orion office location may be given preference; however, internal candidates with varying work arrangements may be considered based on experience and business needs. Work location is subject to change based on business needs.*## ## ##
** In this role, you’ll get to:*** ## Lead and develop a client support team, setting clear expectations and accountability for performance and conduct* ## Conduct weekly one-on-one meetings to provide coaching, performance feedback, career development guidance, and timely, accurate documentation* ## Facilitate daily huddles and/or weekly team meetings to communicate priorities, reinforce expectations, and drive engagement* ## Support employee advancement by aligning coaching with established progression criteria, certifications, and skill milestones* ## Address performance concerns, manage corrective actions, and own performance reviews, development plans, and compensation recommendations* ## Serve as a culture carrier by modeling company values and fostering a supportive, growth-oriented team environment* ## Own day to day service performance for the team, including service level, queue volume, case aging, abandonment rate, adherence, acceptance rate, and shrinkage awareness* ## Partner with Workforce Management to support real-time staffing needs, schedule adjustments, and coverage alignment* ## Maintain and update Playvox schedules to support forecasting, adherence, and service level goals* ## Oversee timely and accurate completion of Salesforce responsibilities, including P1 case oversight, credit request submissions, NPS follow-up actions, and related workflow tasks* ## Ensure consistent service delivery for all clients, focusing on efficient resolution and reduced client effort* ## Ensure completion of required Workday tasks, learning modules, certifications, and compliance items for all direct reports* ## Hold team members accountable for onboarding timelines, training completion, and assessment pass rates* ## Track and communicate team performance metrics and trends to leadership* ## Maintain documentation standards across coaching, performance management, and service workflows* ## Implement approved operational and service strategies within the assigned team* ## Identify recurring service issues, workflow inefficiencies, or documentation gaps and escalate insights through appropriate channels* ## Partner with Team Leads and Technical Leads to reinforce escalation standards and reduce unnecessary handoffs* ## Collaborate with peer Managers to support alignment and consistency across teams* ## Serve as the escalation point for complex or sensitive service issues within the team* ## Ensure issues are fully owned, documented, and resolved, escalating cross-team or systemic concerns as appropriate* ## Coach team members on…
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