Client Relationship Specialist
About the role
About This Opportunity As a Client Relationship Specialist, you will deliver exceptional service and proactive relationship support to advisors within an assigned territory while supporting a shared portfolio of relationships. This role combines relationship management, advisor enablement, operational execution, and AI-assisted service delivery to create a more efficient, personalized, and consistent advisor experience. You will leverage approved AI-enabled tools to accelerate research, summarize interactions, surface advisor insights, support issue resolution, and reduce administrative effort while maintaining human judgment, accuracy, and accountability. You will operate in a fast-paced, highly regulated environment where responsiveness, sound judgment, attention to detail, and compliance awareness are critical to protecting our advisors, clients, and the firm. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.
Responsibilities
- Support advisors within an assigned territory as part of a team-based servicing model
- Respond to advisor inquiries across channels (phone, email, chat) with timely and accurate resolution
- Build familiarity and relationships with advisors in the territory, ensuring continuity of