SME- Compliance Support Specialist - Orion Advisor Tech : Job Details

SME- Compliance Support Specialist page is loaded **SME- Compliance Support Specialist**

**SME- Compliance Support Specialist**

locationsGreater Omaha AreaGreater Seattle AreaGreater Philadelphia AreaMelville, NYGreater Cincinnati/Northern Kentucky Area time typeFull time postedonPosted 10 Days Ago job requisition id2021-575 The Subject Matter Expert (SME)- Compliance Support Specialist assists advisors with utilizing the compliance tools available for auditing all accounts maintained by Orion Advisor Tech. The Compliance Support Specialist will assist with compliance reporting and with troubleshooting compliance tools.

* 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 clients 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 and Experience needed:**

* Bachelors degree in Business Administration or related field preferred.

* Orion Industry Certification must be obtained within 90 days of employment.

* Prior experience in a customer service or technology-related role preferred.

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As One-Orion, we pride ourselves on sustaining a working environment that is inclusive and considers the full range of human diversity. Our teams growth-focused mindset, fearless innovation, and entrepreneurial spirit depend heavily on the collaboration of team members with varied perspectives and experiences.

Orion 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!

*Orion does not mandate COVID vaccinations, we support choose your own workplace and work from home; access to Orions campuses or sponsored events is restricted to fully vaccinated members only.*