ClientOperationsSupportSpecialist

## About this Opportunity: The Client Operations Support Specialist 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 unnecess