Intern - Client Success

Sorry, this job was removed at 08:06 p.m. (CST) on Monday, Jul 21, 2025
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6 Locations
In-Office
Fintech • Software • Financial Services
The Role

About this Opportunity:

The Intern, Service Group is responsible for providing professional administrative and technical support to Orion. Each internship opportunity is designed to provide a valuable work experience in the student's area of interest, while receiving on the job training. 

For External Candidates:
Candidates must work in-office at one of the following locations for at least 3 days per week: Omaha, NE; Hebron, KY; Sacramento, CA; Lehi, UT; Chandler, AZ; Berwyn, PA.

 

In this role, you'll get to:

  • Assist Orion Service Teams with advisor-specific projects as needed 

  • Assist Subject Matter Expert Teams with content development for training materials & Orion Service Team support

  • Assist with projects assigned by Manager such as development of training material & tools within new training software

  • Assist with data gathering and spreadsheet preparation for projects as assigned

  • Assume other general administrative duties as assigned

  • Ensure forms, policies, systems and other information are kept current

  • Maintain files in compliance with applicable legal requirements

 

We're looking for talent who:

  • Has ability to multi-task while maintaining careful attention to detail

  • Has ability to work effectively both individually and within a team environment

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

  • Has a minimum of a High School degree or GED

  • Preferably a current student in Junior or Senior standing working towards a Bachelor’s degree in an applicable field

  • Obtain Orion Industry Certification

  • Preferably has experience in a relevant administrative or customer service role

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

#LI-AP1

#LI-Onsite

#LI-Hybrid

Salary Range:

$0.00 - $250.00

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 parental leave, pet benefits including pawternity leave and pet insurance, student loan repayment and more.

About Us

At Orion, we achieve our best work when we support one another, staying personally accountable to each other and the clients we serve. We create a welcoming environment where everyone is respected, valued, and heard. Our commitment to create raving fans ensures we consistently exceed client expectations. Thinking differently is in our DNA—we innovate always, push boundaries, and reject the status quo to deliver transformative outcomes. Together, we support one another and see it through to success, driving our collective achievements and those of our clients.

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The Company
HQ: Omaha, NE
1,570 Employees

What We Do

Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform.

Our tech-enabled fiduciary process empowers financial advisors to seamlessly attract new clients, connect planning goals to investment strategies, and help achieve each investor’s unique definition of financial success.

Orion is committed to understanding the needs of growth-minded advisors which directs our M&A and product development strategies. We’ve made it our goal to seamlessly connect each stage of the advisor-client relationship with solutions that are fully connected yet provide the flexibility and choice to be adopted in its entirety or as stand-alone components that complement existing capabilities.

Combined, our brand entities, Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, Redtail Technology, and TownSquare Capital, create a complete offering that empowers firms to broaden their offering, increase efficiency, and spur growth.

Supporting over 5 million technology accounts and thousands of independent advisory firms, Orion is the platform of choice for all growth-focused advisory firms looking to strengthen their client relationships, gain a competitive edge in a crowded marketplace, and build strong, profitable businesses

• • •
Orion is committed to having a diverse and inclusive workforce. Individuals seeking employment at Orion are considered without regards to age, color, disability status, ethnicity, genetic information, national origin, race, religion, gender, sexual orientation, gender identification, veteran status or any other factor protected by law.

Our Social Media Disclosure: https://bit.ly/3oTnWu7

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