Undergraduate Recruiter

As an Onboarding Specialist, you will be responsible for project managing the onboarding of new clients of Orion. This position will serve as primary point of contact between customer, Orion Programming, SME Teams and Orion Tech Support to ensure the client is successfully setup on the Orion platform. It is anticipated that an incumbent in this role will work as a Hybrid employee , with three (3) or more days each week required on-site at one of the listed office locations.

Candidates should be located within a commutable distance to an office. Internal candidates currently aligned to an Orion office location may be given preference; If applicable to client, work with client to obtain historical data from client's previous provider

Oversee timeline of conversion project with the historical analyst team to ensure project timelines are being met

Prove accuracy of historical conversion projects by facilitating the compare of performance and quarterly reports to the customer's previous provider

Review information from Schedule D, create Project Plan, and provide status updates during weekly conference calls

Process client requests regarding creation, update or cancellation of client, registration, and account or billing information

Be responsible for setting up entire database framework

Lead weekly status phone call with client to ensure all target dates are being met, all assigned weekly training has been completed by client and all outstanding questions for client have been answered

Obtain required information from advisors and fund families in order to get new data feeds in working order

Determine and implement database settings for performance evaluations for quarterly reporting

Track and maintain all customer interactions via Salesforce.com CRM

Determine advisor specific information according to Schedule D to be included in "Salesforce" to ensure all clients are prepared to move to OAS Service Model

Has minimum of a Bachelor's degree in Business Administration, Finance or related field

Possess a certification in project management is preferred

Has minimum of 1 year of implementation/onboarding management experience

Has minimum of 1 year of experience in Account Manager role or Orion position

Possess experience working within financial services, technology, or customer service industries

Client-Centric, Customer Relationship Management (CRM), Effective Communication, Innovation, Onboarding, Salesforce (Software), Technical Proficiency, Time Management, Work Collaboratively

In addition, Orion offers a competitive benefits package which includes health, dental, vision, and disability coverage on day one, 401(k) plan with employer match, paid parental leave, pet benefits including pawternity leave and pet insurance, student loan repayment and more.

Together, we support one another and see it through to success, driving our collective achievements and those of our clients.

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