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Client Support Analyst

NorthStar Financial Services Group, LLC Bothell, WA

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.


  • 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.


  • 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


  • 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 


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