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Assistant Orion Advisor Jobs (NOW HIRING)

Mariner

Client Service Manager

Manasquan, NJ · On-site

$93K - $112K/yr

Coordinate and direct client activities with other team members and assist as necessary * Maintain ... Strong PC proficiency required, experience with Salesforce and Orion Advisor Services preferred #LI ...

New

Orion

Service Team Specialist

Cincinnati, OH · Hybrid

$19.82 - $26.16/hr

As we continue to evolve and live our Orion values, we are looking for someone to grow with us ... Process all daily work across all aspects of servicing advisors and clients including timely call ...

Orion

Service Team Specialist

Lehi, UT · Hybrid

$19.82 - $26.16/hr

As we continue to evolve and live our Orion values, we are looking for someone to grow with us ... Process all daily work across all aspects of servicing advisors and clients including timely call ...

Orion

Customer Service Representative

Lehi, UT · Hybrid

$19.82 - $26.16/hr

As we continue to evolve and live our Orion values, we are looking for someone to grow with us ... Process all daily work across all aspects of servicing advisors and clients including timely call ...

Orion

Service Team Specialist

Omaha, NE · On-site

$19.82 - $26.16/hr

As we continue to evolve and live our Orion values, we are looking for someone to grow with us ... Process all daily work across all aspects of servicing advisors and clients including timely call ...

Orion

Customer Service Representative

Mundelein, IL · Hybrid

$19.82 - $26.16/hr

As we continue to evolve and live our Orion values, we are looking for someone to grow with us ... Process all daily work across all aspects of servicing advisors and clients including timely call ...

Orion

Customer Service Representative

Omaha, NE · On-site

$19.82 - $26.16/hr

As we continue to evolve and live our Orion values, we are looking for someone to grow with us ... Process all daily work across all aspects of servicing advisors and clients including timely call ...

Orion

Service Team Specialist

Mundelein, IL · Hybrid

$19.82 - $26.16/hr

As we continue to evolve and live our Orion values, we are looking for someone to grow with us ... Process all daily work across all aspects of servicing advisors and clients including timely call ...

Orion

Customer Service Representative

Omaha, NE · Hybrid

$19.82 - $26.16/hr

As we continue to evolve and live our Orion values, we are looking for someone to grow with us ... Process all daily work across all aspects of servicing advisors and clients including timely call ...

Orion

Customer Service Representative

Cincinnati, OH · Hybrid

$19.82 - $26.16/hr

As we continue to evolve and live our Orion values, we are looking for someone to grow with us ... Process all daily work across all aspects of servicing advisors and clients including timely call ...

Orion

Service Team Specialist

Omaha, NE · Hybrid

$19.82 - $26.16/hr

As we continue to evolve and live our Orion values, we are looking for someone to grow with us ... Process all daily work across all aspects of servicing advisors and clients including timely call ...

One Degree Advisors

Lead Financial Advisor

San Diego, CA · On-site

$120K - $170K/yr

Support and adhere to compliance practices * Assist with firm projects * Work toward firm goals and ... Redtail, Schwab Advisor Center, Orion, eMoney, Income Lab, Holistiplan Compensation: $120,000 ...

Orion

Sales Coordinator

Omaha, NE · Hybrid

$18 - $24.75/hr

As we continue to evolve and live our Orion values, we are looking for someone to grow with us. It ... Make proactive outbound calls to assist the sales team in promoting webinars, campaigns ...

New

One Degree Advisors

Lead Financial Advisor

San Diego, CA · On-site +1

$120K - $170K/yr

Support and adhere to compliance practices * Assist with firm projects * Work toward firm goals and ... Redtail, Schwab Advisor Center, Orion, eMoney, Income Lab, Holistiplan Compensation: $120,000 ...

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Assistant Orion Advisor information

See salary details

$28.5K

$54.2K

$91K

How much do assistant orion advisor jobs pay per year?

As of Jul 13, 2026, the average yearly pay for assistant orion advisor in the United States is $54,245.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,000.00 and $63,000.00 per year, depending on experience, location, and employer.
More about Assistant Orion Advisor jobs
What cities are hiring for Assistant Orion Advisor jobs? Cities with the most Assistant Orion Advisor job openings:
What are the most commonly searched types of Orion Advisor jobs? The most popular types of Orion Advisor jobs are:
What states have the most Assistant Orion Advisor jobs? States with the most job openings for Assistant Orion Advisor jobs include:
What job categories do people searching Assistant Orion Advisor jobs look for? The top searched job categories for Assistant Orion Advisor jobs are:
Assistant Orion Advisor jobs near you
Infographic showing various Assistant Orion Advisor job openings in the United States as of July 2026, with employment types broken down into 93% Full Time, 6% Part Time, and 1% Contract. Highlights an 72% Physical, 3% Hybrid, and 25% Remote job distribution, with an average salary of $54,245 per year, or $26.1 per hour.
Client Service Manager

Client Service Manager

Mariner

Manasquan, NJ • On-site

$93K - $112K/yr

Full-time

Posted 4 days ago

New

Job description

Job Summary:
The Client Service Manager is responsible for managing the administration of client services as it pertains to client interaction and management of accounts, and general office management activities
Essential Duties and Responsibilities:
  • Manage new client implementation process
  • Build and maintain client relationships aimed at client retention
  • Coordinate and direct client activities with other team members and assist as necessary
  • Maintain up-to-date familiarity of industry trends that affect the investment market
  • Manage special requests or projects as directed by Wealth Advisor team
  • Adhere to ethics and associate code of conduct policies and, as appropriate, communicate the same to team members
  • Perform other duties as assigned

Skills:
  • Has positive attitude, with an exceptional client service demeanor
  • Ability to manage a team and build a strong rapport with team members
  • Strong verbal and written communication skills
  • The ability to manage multiple tasks and maintain the necessary attention to detail
  • Ability to organize time and perform tasks with minimal direction
  • Highly organized with strong analytical and problem solving skills

Required Education and Experience:
  • Bachelor's degree, preferred
  • Two or more years of related work experience in financial services and high net worth client service or equivalent experience
  • Strong PC proficiency required, experience with Salesforce and Orion Advisor Services preferred

#LI-MK1
We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice.
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