More jobs:
Fintech Client Success & Consultant
Job in
Omaha, Douglas County, Nebraska, 68197, USA
Listed on 2026-07-21
Listing for:
OAT Orion Advisor Technology, LLC
Full Time
position Listed on 2026-07-21
Job specializations:
-
IT/Tech
HelpDesk/Support, IT Consultant, Technical Support -
Customer Service/HelpDesk
HelpDesk/Support, Technical Support
Job Description & How to Apply Below
OAT Orion Advisor Technology, LLC is seeking a Client Support Consultant to join the Summit Support Organization. The role involves ensuring smooth experience setup and supporting advisor and client users, collaborating with onboarding and product teams to assist Summit clients.
The position is hybrid with three or more days on-site at a local office; travel up to 25% is possible. Strong communication and problem-solving skills are essential, along with CRM/ticketing experience and familiarity
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