Premier Advisor Advocate

The Premier Advisor Advocate will maintain high standards of customer service to assigned clients of Orion, working closely with other service team members to ensure accurate services. This role will facilitate the advisor's transition from customer to promoter of Orion's technology and service. The ideal candidate will grow with Orion as the company evolves, living its values and innovating to deliver transformative outcomes.

Requirements

• Respond to client questions and issues
• Analyze client requests and deduce solutions
• Maintain and execute 'Client Reference Guides'
• Train advisors on Orion system technology
• Counsel advisors on best practices and policies
• Act as a technology consultant to support advisor business requirements
• Plan and lead home office visits of assigned clients
• Support advisor on quarter-end processes and customized business processes
• Work with product managers and developers to complete functional specs and submit projects for development

Benefits

• Health, dental, vision, and disability coverage
• 401(k) plan with employer match
• Paid parental leave
• Pet benefits including pawternity leave and pet insurance
• Student loan repayment