The Subject Matter Expert is responsible for maintaining high standards of customer service for the clients of Orion. This position will work closely with other service team members to ensure the services received by the client are accurate based on the contract terms.
For External Candidates:
Candidates must work in-office at one of the following locations for at least 3 days per week: Omaha, NE.
For Internal Candidates:
All internal employees, regardless of their current work arrangement (remote or in-office), are encouraged to apply.
Essential Functions of the Job
Responds to customer requests via phone, email, chat in timely and professional manner.
Provides training and best practice procedures to external clients on the Orion system.
Leads face to face discussions and training during customer office visits and/or conferences.
Provides assistance in testing functionality during scheduled build weeks.
Maintains and upholds the standards which have been set for the Orion Service teams.
Analyzes client requests and deduces and explores possible solutions or forwards request on to appropriate department following-through until resolution.
Counsels advisors regarding best practices, policies and procedures, as well as providing advice on how to handle situations encountered or requests.
Provides assistance in growing business with client by highlighting additional features which would benefit client’s overall package offering.
Collaborates with other operations departments to research and resolve client issues and inquiries, following-through until resolution.
Maintains an in-depth knowledge of the assigned Orion system team.
Education Needed to Perform the Job
Minimum of a high school diploma required.
Bachelor’s degree in Business Administration or related field preferred.
Obtain Orion Industry Certification.
Experience Needed to Perform the Job
Prior experience in a customer service or technology related role preferred.
#LI-AP1
#LI-Onsite
#LI-Hybrid
Salary Range:
$19.82 - $26.16The 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.
Orion Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Orion and has not been reviewed or approved by Orion.
-
Leave & Time Off Breadth — Feedback suggests paid parental leave, “pawternity” leave, and a paid sabbatical every seven years create generous time‑off options. The sabbatical is described as extended time away with additional spending money.
-
Healthcare Strength — Health benefits are said to start on the first day of employment, with wellness support including an on‑site gym at the Omaha headquarters. This indicates dependable access to core coverage from day one.
-
Retirement Support — A 401(k) plan with a 50% company match on contributions up to 6% and access to financial planning technology are highlighted. These features provide tangible support for long‑term financial security.
Orion Insights
Similar Jobs
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








