Purpose:

The Account Manager is responsible for maintaining high standards of customer service to all clients of Orion Advisor Services, LLC ("OAS"), a wholly owned subsidiary of NorthStar Financial Services Group, LLC ("NorthStar"). This position will work closely with other service team members including Accounting Analysts and Accounts Receivable team to ensure the client is receiving everything they have requested and to ensure the accuracy of the information being sent.

Essential Functions:

·         Respond to all client questions and issues received by phone, email, fax, or letter in a complete and quick manner

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

·         Evaluate client requests and possible solutions. Use discretion to make a decision based on the facts and circumstances.

·         Train advisors on new technology available by completing one-on-one sessions

·         Interpret and implement policies and procedures while working with OAS clients

·         Maintain and continuously review "Client Reference Guides" to ensure each client's needs are met

·         Oversee and update clients with processes made on quarterly/monthly performance statements

·         Manage and coordinate the entire quarter-end process

·         Supply clients with complete quarterly statement information, obtain final client approval, send statements to their clients

·         Troubleshoot reports and other system applications as needed

·         Test new technology and bug fixes as needed  

·         Run maintenance programs as needed or requested

Knowledge/Skills:

·       Proficient with Microsoft Office software including Word, Excel, and Outlook

·       Good oral and written communication skills

·       Effective problem solving skills

·       Careful attention to detail

·       Ability to work effectively both individually and within a team environment

·       Ability to reach goals and deadlines

·       Good organization skills

Education*:

·         High school diploma required

·         Bachelor's degree in Business Administration or related field, preferred

Experience*:

·         One to two years of industry, account manager, or service experience, or

·         One to two years of experience with OAS or affiliated companies

*Equivalent education and experience will be considered.