Onboarding Specialist

As an Onboarding Specialist, you will be responsible for project managing the onboarding of new clients of Orion. This position will serve as primary point of contact between customer, Orion Programming, SME Teams and Orion Tech Support to ensure the client is successfully setup on the Orion platform. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.

It is anticipated that an incumbent in this role will work as a Hybrid employee, with three (3) or more days each week required on-site at one of the listed office locations.

Candidates should be located within a commutable distance to an office. Internal candidates currently aligned to an Orion office location may be given preference; however, internal candidates with varying work arrangements may be considered based on experience and business needs. Work location is subject to change based on business needs.

In this role, you'll get to:

• Manage process between onboarding and subject matter expert teams to determine when advisor will transition to an internal premier service team or general service model

• Research all aspects of advisor's practice to be used in conversion process

• If applicable to client, work with client to obtain historical data from client’s previous provider

• Oversee timeline of conversion project with the historical analyst team to ensure project timelines are being met

• Prove accuracy of historical conversion projects by facilitating the compare of performance and quarterly reports to the customer’s previous provider

• Review Information from Schedule D, creates Project Plan, and provides status updates during weekly conference calls 

• Send audit files to client and develops timelines for initial quarterly statement run 

• Process client requests regarding creation, update or cancellation of client, registration, and account or billing information 

• Make decisions based on facts and circumstances for committing Orion resources to meet advisor’s timeline

• Be responsible for setting up entire database framework 

• Lead weekly status phone call with client to ensure all target dates are being met, all assigned weekly training has been completed by client and all outstanding questions for client have been answered

• Obtain required information from advisors and fund families in order to get new data feeds in working order

• Determine and implement database settings for performance evaluations for quarterly reporting

• Track and maintain all customer interactions via Salesforce.com CRM 

• Collaborate with SME teams to ensure Advisors are trained on Orion Connect prior to completion of initial onboarding 

• Determine advisor specific information according to Schedule D to be included in "Salesforce" to ensure all clients are prepared to move to OAS Service Model 

We're looking for talent who: 

• Has minimum of a Bachelor's degree in Business Administration, Finance or related field

• Possess a certification in project management is preferred 

• Has minimum of 1 year of implementation/onboarding management experience

• Has minimum of 1 year of experience in Account Manager role or Orion position

• Possess experience working within financial services, technology, or customer service industries

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

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