Client Support Consultant

Job Overview

As a Client Support Consultant, you will sit within the Summit Support Organization to understand the experience set‑up and support of advisor and end client users. The role also involves collaborating with the Summit onboarding and product teams to assist with supporting all Summit clients.

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. Work location is subject to change based on business needs.

• Understand the desired experience for clients and guide potential directions based on the Experience platform capabilities.
• Have awareness of the Orion Ecosystem with enough knowledge to guide clients across all product domains.
• Provide daily support for all Summit clients.
• Diagnose and resolve issues including user access, reporting, custom experience builds, and issues related to client portal access.
• Escalate complex problems or issues to product teams when needed.
• Help prepare training material to help advisor and admin users better navigate and build Summit.
• Work with the onboarding team to help with project management.
• Relay customer feedback, identify recurring problems, and suggest enhancements to improve customer satisfaction.

• GED or high school diploma required;
  Bachelor’s degree preferred.
• Minimum of three (3) years of experience in fintech system support role(s) required.
• Prior mentoring or training experience preferred.
• Can obtain an Orion Industry Certification required.
• Additional certifications in Orion's Reconciliation, Reporting, Billing, Performance, and Advisor Portal preferred.
• Experience with MySql.
• Comfort level in Java script/Json and willingness to learn to review configurations that have been established.
• Creative thinking to translate experience priorities into solutions.
• Excellent problem‑solving skills and ability to troubleshoot and resolve technical issues quickly.
• Experience with CRM systems and ticketing software.
• Willingness to travel up to 25% annually as required.
• 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, Technical support, Time management, Work collaboratively.

Salary Range: $72,860.00 – $ (estimated, may vary with location, experience, and skills). Orion offers a competitive benefits package including 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, and more.