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Data Recon Specialist

Company: CareerLink
Location: Omaha
Posted on: October 17, 2020

Job Description:

DescriptionPosition at Orion Advisor TechnologyDo you enjoy delivering a great customer experience and interacting with customers? Do you have a knack for digging into problems and constantly expanding your knowledge? If you answered yes, Orion may be a great fit for you!--The Data Recon Specialist is responsible for maintaining high standards of customer service to all clients, resolving issues, ensuring the client database reflects accurate and up-to-date information and maintaining the data integrity in the various client databases.What does this role entail?Show a passion for assisting customers and communicating in a professional manner.Possess a strong ability to assimilate new information and accurately convey instructions and ideas over a variety of media and systems.Train and assists advisors in growing their business by highlighting additional features which would enhance the Advisor's experience and allow them to fully leverage the Orion system.Troubleshoots and resolves account balance and transaction errors.Runs audit reports within client databases to inspect data and fix issues as needed.Reconciles scrub audits across Orion customer databases.Audits performance runs on client accounts highlighting unusual performance numbers; reviews and remedies all data issues discovered.Education and Experience:High school diploma required;--Bachelors degree in Business Administration or related field preferredOrion Industry Certification must be obtained within 90 days of employmentMinimum of 1-2 years in a role with accounting preferred, problem solving or analytical-related experience or 1 years of experience within OrionConsistently exemplifies Orion's 5 core values: One Orion, Client Obsessed, Growth Focused, Fearless, Entrepreneurial SpiritExperience in financial services industry preferredLastly, we offer Day One Benefits, Paid Parental Leave, Sabbatical Time, Tuition Reimbursement, Access to Financial Planning Technology and Identity Theft Protection!#LI-AH1

Keywords: CareerLink, Omaha , Data Recon Specialist, Other , Omaha, Nebraska

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