Top 24 Orion advisor solutions Jobs in Omaha Ne

Customer Success Associate
Orion Advisor Solutions —Omaha, NE
- $20.67 - $29.57 an hour
- Full-time
- Hybrid work
- Salesforce
- Office
- High school diploma or GED
- Paid parental leave
- Loan repayment program
Customer Experience Representative
Orion Advisor Solutions —Omaha, NE
- $20.67 - $29.57 an hour
- Full-time
- Hybrid work
- Salesforce
- Mid-level
- Office
- Paid parental leave
- Loan repayment program
Platform Support Associate
Orion Advisor Solutions —Omaha, NE
- $20.67 - $29.57 an hour
- Full-time
- Hybrid work
- Salesforce
- Office
- High school diploma or GED
- Paid parental leave
- Loan repayment program
Technical Support Representative
Orion Advisor Solutions —Omaha, NE
- $20.67 - $29.57 an hour
- Full-time
- Hybrid work
- Salesforce
- Mid-level
- Office
- Paid parental leave
- Loan repayment program
Elite Client Advocate
Orion Advisor Solutions —Omaha, NE
- $94,869 - $146,945 a year
- Full-time
- Hybrid work
- 7 years
- Office
- Bachelor's degree
- Paid parental leave
- Loan repayment program
3d
Implementation Project Manager
Orion Advisor Solutions —Omaha, NE
- $72,860 - $110,014 a year
- Full-time
- Hybrid work
- Mid-level
- 3 years
- Bachelor's degree
- Paid parental leave
- Loan repayment program
Operations Associate
Orion Advisor Solutions —Omaha, NE
- $18.15 - $25.56 an hour
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Office
- Paid parental leave
- Loan repayment program
2d
Customer Service Representative
Orion Advisor Solutions —Omaha, NE
- $19.82 - $26.16 an hour
- Full-time
- Hybrid work
- Mid-level
- Office
- Finance
- Paid parental leave
- Loan repayment program
Client Support Consultant
Orion Advisor Solutions —Omaha, NE
- $72,860 - $110,014 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- 3 years
- Paid parental leave
- Loan repayment program
1d
Staff Product Manager
Orion Advisor Solutions —Omaha, NE
- $123,491 - $196,279 a year
- Full-time
- Hybrid work
- Office
- SQL
- Bachelor's degree
- Paid parental leave
- Loan repayment program
Service Team Specialist
Orion Advisor Solutions —Omaha, NE
- $19.82 - $26.16 an hour
- Full-time
- Hybrid work
- Mid-level
- Office
- Finance
- Paid parental leave
- Loan repayment program
Manager, HR Operations
Orion Advisor Solutions —Omaha, NE
- $83,076 - $127,179 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- HIPAA
- Paid parental leave
- Loan repayment program
11d
Trader
Orion Advisor Solutions —Omaha, NE
- $30.72 - $45.75 an hour
- Full-time
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid parental leave
- Loan repayment program
2d
FinTech Support Specialist – Trading & Tax Solutions
Orion Advisor Solutions —Omaha, NE
- $23.57 - $34.20 an hour
- Full-time
- Hybrid work
- Mid-level
- Office
- Finance
- Paid parental leave
- Loan repayment program
Cost Basis & Trading Solutions Analyst
Orion Advisor Solutions —Omaha, NE
- $23.57 - $34.20 an hour
- Full-time
- Hybrid work
- Mid-level
- Office
- Finance
- Paid parental leave
- Loan repayment program
VP, Enterprise Delivery
Orion Advisor Solutions —Omaha, NE
- $183,526 - $302,818 a year
- Full-time
- Hybrid work
- Office
- Bachelor's degree
- Senior level
- Paid parental leave
- Loan repayment program
3d
Senior Financial Billing Analyst
Orion Advisor Solutions —Omaha, NE
- $56,046 - $82,313 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- 3 years
- Paid parental leave
- Loan repayment program
8d
Trading & Cost Basis Client Support Specialist
Orion Advisor Solutions —Omaha, NE
- $23.57 - $34.20 an hour
- Full-time
- Hybrid work
- Office
- Finance
- Bachelor's degree
- Paid parental leave
- Loan repayment program
Senior Program Manager, Automation
Orion Advisor Solutions —Omaha, NE
- $83,076 - $127,179 a year
- Full-time
- Hybrid work
- Management
- 5 years
- Office
- Paid parental leave
- Loan repayment program
Senior Staff Software Engineer
Orion Advisor Solutions —Omaha, NE
- $140,935 - $226,905 a year
- Full-time
- Hybrid work
- System design
- 11+ years
- Office
- Paid parental leave
- Loan repayment program

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Customer Success Associate

Orion Advisor Solutions -
Omaha, NE

Apply Now

Job Details

Full-time
$20.67 - $29.57 an hour

Benefits

Paid parental leave
Loan repayment program
Disability insurance
Health insurance
Dental insurance
Parental leave
Vision insurance
401(k) matching
Pet insurance

Qualifications

High school diploma or GED
Stakeholder relationship building

Full Job Description

About this Opportunity:

The Customer Success Associate is a frontline support professional responsible for handling client inquiries across phone, chat, and case channels. This role focuses on resolving foundational questions, guiding clients through core workflows, and ensuring accurate intake, documentation, and follow‑through. Success in this role depends on reliability, communication clarity, and steady progression of platform knowledge across Orion products—such as Orion, Redtail, and OCIO—but not limited to these offerings. Please Note: This posting may not refer to a specific open position. As we can regularly hire for this type of role, you may be considered for a potential, future opportunity.

Location:

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; however, internal candidates with varying work arrangements may be considered based on experience and business needs. Work location is subject to change based on business needs.

In this role, you’ll get to:

Serve as a frontline point of contact for client inquiries across phone, chat, and case channels with professionalism and urgency
Provide clear training, guidance, and best practices to help clients navigate the workflows or platform topics they need support with, using your established support resources
Troubleshoot entry-level workflows, platform navigation issues, feature questions, and data-related inquiries
Maintain strong adherence to schedules and support queue coverage across required channels
Own assigned Priority 1 (P1) and aged cases to completion, ensuring timely updates and accurate Salesforce documentation
Strive for first-contact resolution while minimizing unnecessary transfers
Maintain clean, complete case documentation that meets internal quality and audit standards
Stay up to date on platform updates, release notes, required certifications, and internal learning content
Identify opportunities to simplify client workflows or improve documentation and escalate through proper channels
Collaborate with peers, Service Leads, Technical Leads, and Managers to support coordinated client outcomes
Operate as a frontline contributor focused on delivering accurate, timely, and professional support across chat, phone, and case channels
Expect to build foundational proficiency within their assigned technology area (Orion or Redtail) while actively progressing through required certifications and learning pathways
Demonstrate first-contact resolution mindset and ownership of inquiries
Maintain strong performance across core service metrics including NPS, adherence, acceptance rate, quality, and documentation accuracy to support reliable service delivery
Escalate suspected product issues only after basic troubleshooting and documentation
Contribute to team improvement by identifying client trends or documentation gaps
Adhere to hybrid expectations and maintain a professional presence in all interactions

We’re looking for talent who:

Has strong verbal and written communication skills in client interactions
Manages multiple tasks in a fast-paced environment with attention to detail
Navigates and explains technology
Has strong problem-solving, organizational, and time management skills
Has a minimum of a high school; bachelor’s degree preferred
Preferably has prior customer service or technology support experience
Has less than one year of experience
Owns and manages relationships with stakeholders directly and works effectively with people at all levels in an organization

#LI-AP1

#LI-Onsite

#LI-Hybrid

Recommended Skills:

Salary Range:

$20.67 - $29.57

The pay listed in this posting indicates the estimated pay at the time of this posting; however, may vary depending on geographic location, job-related knowledge, skills, and experience. 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.

About Us

At Orion, we achieve our best work when we support one another, staying personally accountable to each other and the clients we serve. We create a welcoming environment where everyone is respected, valued, and heard. Our commitment to create raving fans ensures we consistently exceed client expectations. Thinking differently is in our DNA—we innovate always, push boundaries, and reject the status quo to deliver transformative outcomes. Together, we support one another and see it through to success, driving our collective achievements and those of our clients.

Apply Now

Refine Your Search

orion advisor solutions jobs in omaha ne

Customer Success Associate

Customer Experience Representative

Platform Support Associate

Technical Support Representative

Elite Client Advocate

Implementation Project Manager

Operations Associate

Customer Service Representative

Client Support Consultant

Staff Product Manager

Service Team Specialist

Manager, HR Operations

Trader

FinTech Support Specialist – Trading & Tax Solutions

Cost Basis & Trading Solutions Analyst

VP, Enterprise Delivery

Senior Financial Billing Analyst

Trading & Cost Basis Client Support Specialist

Senior Program Manager, Automation

Senior Staff Software Engineer

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