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Hybrid Client Service Specialist - Financial Services

Job in Richmond, Madison County, Kentucky, 40476, USA
Listing for: Orion Advisor Technology
Full Time position
Listed on 2026-07-01
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 27304 - 36038 USD Yearly USD 27304.00 36038.00 YEAR
Job Description & How to Apply Below
Orion Advisor Technology is seeking a Service Team Specialist who will act as the first point of contact for clients and investment representatives. The role involves processing daily work, ensuring accuracy, and meeting business objectives. Candidates should have experience in the financial services industry, a degree in Business or Finance, and at least 1 year of customer service experience. This position offers a hybrid work environment and a competitive benefits package including health, dental, vision, and more.
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