Orion creates a welcoming environment where everyone is respected, valued, and heard, and aims to exceed client expectations.
The Service Team Specialist role involves providing superior service to clients and acting as the first point of contact for investment representatives and clients. The role requires excellent customer service skills and attention to detail, with a focus on accuracy, timeliness, and compliance.
Orion creates a welcoming environment where everyone is respected, valued, and heard, and aims to exceed client expectations.
Orion