Client Service Representative

Are you known for your outgoing personality and can easily relate to others?

Do you give 110% customer service every day?

Looking for an entry level position within the Financial Service Industry?!

You might be looking at your next career!The Client Service Representative receives and responds to all client inquiries regarding existing accounts.What does this role entail?* Servicing and responding to all Advisor and Client inquiries in a professional manner* Providing timely and accurate account and requirement information* Assisting and educating advisors on how to navigate Brinker Capital in various situations* Maintaining an atmosphere of appreciation of Advisors and Client issues* Continually maintaining an “above and beyond” service aptitude* Daily promotion of our Service Vision and Principles* Ongoing collaboration with Client Services, Internal Investment Consultants, and Operations teams on key issues and potential improvements* Assisting in project work as neededEducation and Experience needed:* Minimum of a Bachelor’s degree in Business, Finance, or related major required.* Orion Industry Certification must be obtained within 90 days of employment.* Minimum of 3 years of experience in customer service or financial industry preferred.* Experience with Salesforce is a plusOrion offers day one benefits, various time off options including PTO, PAWternity, paid parental leave and sabbatical time, tuition reimbursement, continued flexibility to work from home and more!As One-Orion, we provide ourselves in sustaining a working environment that is inclusive and considers the full range of human diversity.

Our team’s growth-focused mindset, fearless innovation, and entrepreneurial spirit depends heavily on the collaboration of team members with varied perspectives and experiences.#LI-AP1