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# FinTech Relationship Consultant

- **Company:** Orion Advisor Solutions, LLC
- **Location:** Omaha, NE, United States
- **Experience:** Experienced
- **Salary:** $72,860.0 - $110,014.0
- **Contract:** Permanent contract
- **Skills:** JavaScript (Programming Language), JSON, MySQL, Os Ticket
- **Published:** July 24, 2026
- **Apply:** https://www.indeed.com/viewjob?jk=8d5c6a0b3b616d8d

## About the Role

Active Listening, Client Relations, Client Relationship Management, Client Support, Communication, Conflict Resolution, Customer Service, Empathy, Financial Technology, Mentorship, Onboarding, Performance Reports, Portal Development, Problem Solving, Relationship Management, Systems Support, Technical Support, Technical Support Training, Training and Development

## Description

As a FinTech Relationship Consultant, you will sit within the Summit Support Organization to understand the experience set-up and support of advisor and end client users. The role also involves collaborating with the Summit onboarding and product teams to assist with supporting all Summit clients. As we continue to evolve and live our Orion values, we are looking for someone to grow with us., * Have awareness of the Orion Ecosystem with enough knowledge to guide clients across all product domains

 * Provide daily support for all Summit clients
 * Diagnose and resolve issues including user access, reporting, custom experience builds, and issues related to client portal access
 * Escalate complex problems or issues to product teams when needed.
 * Help to prepare training material to help advisor and admin users better navigate and build Summit.
 * Work with the onboarding team to help with project management.
 * Relay customer feedback, identify recurring problems, and suggest enhancements to improve customer satisfaction., * Has a Bachelor's degree as preferred
 * Has a minimum of three (3) years of experience in fintech system support role(s) as required
 * Has prior mentoring or training experience as preferred
 * Can obtain an Orion Industry Certification as required
 * Has additional certifications in Orion's Reconciliation, Reporting, Billing, Performance, and Advisor Portal as preferred
 * Has experience with MySql
 * Has a comfort level in Javascript/Json (and/or willingness and aptitude to learn to review configurations that have been established)
 * Has creative thinking to translate experience priorities into solutions
 * Has excellent problem-solving skills and the ability to troubleshoot and resolve technical issues quickly.
 * Has experience with CRM systems and ticketing software
 * Has a willingness to travel up to 25% annually as required
 * Owns and manages relationships with stakeholders directly and works effectively with people at all levels in an organization


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