Onboarding Specialist

Responsibilities Project manage the onboarding of new clients of Orion Serve as primary point of contact between customer, Orion Programming, SME Teams and Orion Tech Support Manage process between onboarding and subject matter expert teams Research all aspects of advisor's practice to be used in conversion process Oversee timeline of conversion project with the historical analyst team Prove accuracy of historical conversion projects by facilitating comparison of performance and quarterly reports Review information from Schedule D, create Project Plan, and provide status updates during weekly conference calls Send audit files to client and develop timelines for initial quarterly statement run Process client requests regarding creation, update or cancellation of client, registration, and account or billing information Make decisions based on facts and circumstances Be responsible for setting up entire database framework Lead weekly status phone call with client Obtain required information from advisors and fund families Determine and implement database settings for performance evaluations for quarterly reporting Track and maintain all customer interactions via Salesforce.com CRM Collaborate with SME teams to ensure Advisors are trained on Orion Connect prior to completion of initial onboarding Requirements Minimum of a Bachelor’s degree in Business Administration, Finance or related field Certification in project management is preferred Minimum of 1 year of implementation/onboarding management experience Minimum of 1 year of experience in Account Manager role or Orion position Experience working within financial services, technology, or customer service industries Owns and manages relationships with stakeholders directly and works effectively with people at all levels in an organization #J-18808-Ljbffr Jobtailor