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Client Services Consultant

Orion Advisor Technology

Orion Advisor Technology is seeking a Client Experience Technology Consultant to support Summit clients and advisors from our Hybrid office network. The role collaborates with onboarding and product teams to ensure a smooth setup and ongoing success for end users. The candidate should have fintech support experience, CRM familiarity, and the ability to mentor others. Travel up to 25% is expected, with on-site days required several times per week at local offices. #J-18808-Ljbffr

Vacancy posted 2 days ago
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