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Client Support Analyst

NorthStar Financial Services Group, LLC Bothell, WA
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Job Description

NorthStar Financial Services Group, LLC empowers investment advisors and is a leader in the financial services industry. Our growing Client Service team in our subsidiary, Orion Advisor Services, is seeking a candidate who enjoys technology, thrives in a face-paced environment and is committed to providing an outstanding customer experience. No industry knowledge is required - we will train you! This is an entry-level opportunity for workers looking to join our progressive, casual and fun work environment. Benefits begin day one!

What you'll do:

  • Provide excellent communication with our clients via phone, chat and email.
  • Effectively facilitate client meetings through face to face interaction or video conferencing technology.
  • Provide excellent client experience on each engagement.
  • Take ownership of client requests and see them through to resolution; involve other teams based on the needs of the request.
  • Ensure clients are utilizing Orion's technology successfully through initial set up, training and troubleshooting opportunities.
  • Recommend additional system features based on client’s business needs.
  • Become a power user of all systems used by Orion.
  • Demonstrate initiative to be a self-starter, staying current with Orion’s innovation through webinars and other training opportunities.
  • Be innovative by recommending new ideas and ways to improve the platform and processes.
  • Partner with clients on quarter end processing.

Qualifications

  • Demonstrate a positive attitude and an openness to change.
  • Utilize creative problem solving and analytical thinking skills.
  • Work with a sense of urgency to identify and meet deadlines.
  • Be able to multi-task while maintaining careful attention to detail.
  • React well under pressure and manage difficult or emotional customer situations.
  • Act with professionalism and diplomacy when communicating with a customer.
  • Work effectively both individually and within a team environment.
  • Be able to learn and apply information on multiple systems and applications.
  • Be proficient with Microsoft Office software including Word, Excel, PowerPoint and Outlook.

EDUCATION:*

  • Minimum of High school diploma required.
  • Associate's or Bachelor's degree in Business Administration or related field preferred.
  • Orion Series 65 certification must be obtained within 90 days of employment

EXPERIENCE:*

  • Minimum of 2 years of account manager or customer service experience, or experience within OAS or affiliated companies preferred.
  • Experience working within financial services industry preferred.

*Equivalent education and experience will be considered 

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Job Details

Date Posted November 3, 2018
Date Closes December 3, 2018
Requisition oa3M8fwR
Located In Bothell, WA
Department Client Services
SOC Category 00-0000.00
Location