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About this Opportunity :
As an Account Resolution Specialist (Temp), you will be directly responsible for helping our advisors successfully execute client requests on the Orion Wealth Management platform by working with them to resolve NIGO (Not In Good Order) requests that have been submitted by the advisor.
This individual will take ownership with the advisor by providing direct communication and guidance until full resolution has been accomplished.
The Account Resolution Specialist will possess a strong understanding of internal and custodial good order requirements / processes and proactively coordinate across internal / external teams to help the advisor meet the needs of the client in a timely manner.
This individual will also analyze the root cause of NIGO trends and work with our custodial partners to reduce / eliminate NIGO rejections, improving the advisor experience for all advisors on the platform.
Interact and partner effectively across internal and external business teams to resolve client issues related to advisor and client requests needing additional information
Provide timely and accurate account and requirement information to OPS advisors and clients, taking full ownership until a positive resolution is achieved.
Ensure all department work is processed with accuracy, timeliness, completeness and within budget according to defined service level metrics
Take part in root cause analysis to ensure department processes are followed or enhanced as needed with the goal of reducing the number of NIGO requests.
Contribute to department projects as necessary
Execute testing as required for business projects
Cross train as required to support all team activities and backup team members as needed
Servicing and responding to all Advisor and Client inquiries in a professional manner
Assisting and educating advisors on how to navigate OPS in various situations
Maintaining an atmosphere of appreciation of Advisors and Client issues
We're looking for talent who :
Has a degree in Business or Finance preferred, or equivalent experience in related financial field
Has minimum of 1-2 years financial services operations experience
Obtains Orion Industry Certification
Owns and manages relationships with stakeholders directly and works effectively with people at all levels in an organization
LI-AP1
LI-Remote
LI-Hybrid
LI-Onsite
Salary Range : $22.56 - $32.73
$22.56 - $32.73
The 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.
Last updated : 2024-03-02
Full Time
IT Outsourcing & Consulting
$50k-67k (estimate)
02/26/2024
05/09/2024
orioninc.com
EDISON, NJ
1,000 - 3,000
1993
ANTHONY MITCHELL
$50M - $200M
IT Outsourcing & Consulting
NetRD Bilgi Teknolojileri ve Telekomnikasyon A.S, is now part of Orion Innovation Group... Orion is a leading digital transformation and product development services firm that provides business solutions rooted in Digital Strategy, Experience Design, and Engineering, delivering transformative business transformation and product development for our clients. With a unique combination of agility, scale and maturity, Orion is headquartered in Edison, NJ and has a team of over 4,750 associates in 9 major delivery centers across the Americas, Europe, and APAC. Our mission is to be an agile and trust...ed partner for business transformation initiatives, providing deep emerging technology, digital design and domain expertise. Orion has served Fortune 1,000 enterprises for over 25 years with clients across financial services, professional services, telecommunications and media, automotive, industrial automation, professional sports and entertainment, life sciences, ecommerce and education. The Wall Street Journal recently spoke to Raj and published a story on the recent acquisition of Tekmark Global Solutions. Read the article here: https://webreprints.djreprints.com/57342.html
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The following is the career advancement route for Account resolution specialist positions, which can be used as a reference in future career path planning. As an Account resolution specialist, it can be promoted into senior positions as an Accounts Receivable Supervisor that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Account resolution specialist. You can explore the career advancement for an Account resolution specialist below and select your interested title to get hiring information.