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Hybrid Client Service Specialist – Financial Services

Job in Cincinnati, Hamilton County, Ohio, 45208, USA
Listing for: Orion Advisor Solutions, Inc
Full Time position
Listed on 2026-01-19
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services firm in Cincinnati is seeking a Service Team Specialist who will provide exceptional service to clients and support investment representatives. This hybrid role involves handling customer inquiries via phone and chat, ensuring accurate account management, and meeting service level metrics. Candidates should have experience in financial services and at least one year in customer service, with a preference for degrees in Business or Finance.

The firm offers a competitive salary and benefits package.
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