Manager, Client Services

As the Client Services Manager, you will lead our client services team. You will be responsible for ensuring exceptional client satisfaction, managing client relationships, and driving business growth. Their strong leadership skills, excellent communication, and ability to build and maintain relationships will be crucial in delivering high-quality client service and achieving our organizational goals. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.

For External Candidates:

Candidates must work in-office at one of the following locations for at least 3 days per week: Omaha, NE; Berwyn, PA,..

For Internal Candidates:

All internal employees, regardless of their current work arrangement (remote or in-office), are encouraged to apply.

In this role, youll get to:

Actively manage team members to ensure an unparalleled advisor experience

Measure, document, and report performance metrics at the team and individual level

Provide leadership and mentoring to team members by ensuring accountability, continued training and professional development

Analyze team servicing effectiveness and efficiency to make recommendations for continued improvements

Ongoing coaching and review of team members performance

Interact with advisors/clients to resolve servicing concerns, proactively strengthen servicing relationships with our advisors to help them grow their business and serve their clients

Interact and partner effectively to coordinate business activities across departments including sales, operations, product, and development

Manage vendor relationships to ensure accuracy and ease of use for Orion and its clients

Ensure execution of all industry and Orion specific compliance requirements across the team

Monitor client NPS scores, analyze feedback, and implement improvement initiatives to enhance the overall advisor and client experience.

Stay updated with industry trends, emerging technologies, and best practices in client services to drive innovation and continuous improvement

Were looking for talent who:

Possess strong knowledge of financial services industry and Orion processes

Works with a sense of urgency to meet deadlines and address competing priorities

Has excellent interpersonal and communication skills, with the ability to build and maintain strong relationships with your team, clients, and internal stakeholders

Possess a proven track record in client relationship management, with a focus on delivering exceptional customer service and driving client satisfaction

Has a high level of professionalism, integrity, and ethical conduct, with a commitment to delivering exceptional service and maintaining client confidentiality

Possess a minimum of a Bachelor's degree in business administration or related field

Has a minimum of 3 years experience of progressive experience client-facing roles at a high level

Obtain Orion Industry Certification

Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization

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Salary Range:

The pay listed in this posting indicates the estimated pay at the time of this posting; however, may vary depending on geographic location, job-related knowledge, skills, and experience. In addition, Orion offers a competitive benefits package which includes health, dental, vision, and disability coverage on day one, 401(k) plan with employer match, paid parentalleave, pet benefits including pawternity leave and pet insurance, student loan repayment and more.

About Us

AsOne-Orion, we accomplish our best work by being personally accountable to each other and the clients we serve. We are creating a welcoming environment where everyone is respected, valued, and heard. Our willingness todisruptourselves, and the industry ensures we stay ahead of client expectations. Thinking differently is in our DNA weinnovate, push boundaries, reject the status quo, and relentlessly pursue transformative outcomes. It is our collective will towinthat drives Orions success and powers success for our clients and everyone at Orion.