Job Description
About this Opportunity:
As a Customer Service Representative, you will provide superior service to our clients and act as the first point of contact for the investment representatives and clients. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.
Location:
In this role, you’ll get to:
Process all daily work across all aspects of servicing advisors and clients including timely call servicing and account management functions.
Ensure all work is processed with accuracy, timeliness, completeness and within budget according to defined service level metrics.
Meet or exceed all daily and monthly business measurements.
Provide feedback to the team for continued improvements.
Provide status updates to management as required.
Maintain process measurements and reporting within service levels.
Interact and...
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