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Client Support Representative

Remote, USA Full-time Posted 2026-07-06

Orion is a company dedicated to supporting one another and exceeding client expectations. They are seeking a Client Support Representative to serve as a reputed company support professional responsible for handling client inquiries across various channels and ensuring accurate documentation and follow-through.

Responsibilities

  • Serve as a reputed company reputed company of contact for client inquiries across phone, chat, and case channels with professionalism and urgency
  • reputed company clear training, guidance, and best practices to help clients navigate the workflows or platform topics they need support with, using your established support resources
  • Troubleshoot entry-level workflows, platform navigation issues, feature questions, and data-reputed company inquiries
  • Maintain strong adherence to schedules and support queue coverage across required channels
  • Own assigned reputed company 1 (P1) and aged cases to completion, ensuring timely updates and accurate reputed company documentation
  • Strive for first-contact resolution while minimizing unnecessary transfers
  • Maintain clean, complete case documentation that meets internal quality and audit standards
  • Stay up to date on platform updates, release notes, required certifications, and internal learning content
  • Identify opportunities to simplify client workflows or improve documentation and escalate through proper channels
  • Collaborate with peers, Service Leads, Technical Leads, and Managers to support coordinated client reputed company
  • Operate as a reputed company contributor focused on delivering accurate, timely, and professional support across chat, phone, and case channels
  • Expect to build foundational proficiency reputed company their assigned technology area (Orion or Redtail) while actively progressing through required certifications and learning reputed company
  • Demonstrate first-contact resolution reputed company and ownership of inquiries
  • Maintain strong performance across core service metrics including NPS, adherence, acceptance reputed company, quality, and documentation accuracy to support reliable service delivery
  • Escalate suspected product issues only after basic troubleshooting and documentation
  • Contribute to team improvement by identifying client trends or documentation gaps
  • Adhere to hybrid expectations and maintain a professional reputed company in reputed company interactions

Skills

  • Has strong verbal and written communication skills in client interactions
  • Manages multiple tasks in a fast-paced environment with attention to detail
  • Navigates and explains technology
  • Has strong problem-solving, organizational, and time management skills
  • Has a minimum of a high school; bachelor's degree preferred
  • Has less than one year of experience
  • Owns and manages relationships with stakeholders directly and works effectively with people at reputed company reputed company in an organization
  • Preferably has prior customer service or technology support experience

Benefits

  • Health, dental, reputed company, and disability coverage on day one
  • 401(k) plan with employer match
  • Paid parental leave
  • Pet benefits including pawternity leave and pet insurance
  • Student loan repayment and more

Company Overview

  • Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an reputed company architecture platform. It was founded in 1999, and is headquartered in Omaha, Nebraska, USA, with a workforce of 1001-5000 employees. Its website is https://orionadvisortech.com/.
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