Service Team Specialist

About this Opportunity

As a Service Team Specialist, you will provide superior service to our clients and act as the first point of contact for the investment representatives and clients. We are looking for someone to grow with us.

Please note:

This posting may not refer to a specific open position. We can regularly hire for this type of role, and you may be considered for a potential future opportunity.

Hybrid employee with at least three (3) days on-site each week at one of our office locations. Candidates should be within a commutable distance to an office. Internal candidates may be given preference.

• Process daily work across all aspects of servicing advisors and clients, including timely call servicing and account management.
• Ensure all work is processed with accuracy, timeliness, completeness and within budget according to defined service level metrics.
• Meet or exceed all daily and monthly business measurements.
• Provide feedback to the team for continued improvements.
• Provide status updates to management as required.
• Maintain process measurements and reporting within service levels.
• Interact and partner effectively for all processing issues, metrics, and coordinated activities across all appropriate internal business teams.
• Execute testing as required for business projects.
• Cross‑train as required to support all team activities and backup team members as needed.
• Assist with team planning as required.
• Ensure execution of all industry and company‑specific compliance matters within the team.

• Experience working in the insurance, banking, or financial services industry.
• Preferably a degree in Business or Finance or equivalent finance experience.
• Minimum of one year of customer service experience.
• Orion Industry Certification.
• Owns and manages relationships with stakeholders directly and works effectively with people at all levels in an organization.

• Client‑centric
• Effective communication
• Innovation
• Technical proficiency
• Time management
• Collaboration

Salary Range: $19.82 – $26.16 per hour. The pay may vary depending on geographic location and experience. Benefits include health, dental, vision, and disability coverage on day one, a 401(k) plan with employer match, paid parental leave, pet benefits (including pawternity leave and pet insurance), student loan repayment, and more.