Client Relationship Specialist
Greater Cincinnati/Northern Kentucky Areaonsitemid$52K – $75K
Posted 2w ago · via Workday
About this role
About this Opportunity: As a Client Relationship Specialist, you will deliver exceptional service and proactive relationship support to advisors within an assigned territory while supporting a shared portfolio of relationships. This role combines relationship management, advisor enablement, operational execution, and AI-assisted service delivery to create a more efficient, personalized, and consistent advisor experience. You will leverage approved AI-enabled tools to accelerate research, summarize interactions, surface advisor insights, support issue resolution, and reduce administrative effort while maintaining human judgment, accuracy, and accountability.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
For this role: teams, salesforce, outreach
2
Level fit
This role is mid-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Greater Cincinnati/Northern Kentucky Area. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
Skills in this role
Pulled from the job description. These are the keywords we'll weight when scoring your fit.
teamssalesforceoutreach
More at Orionadvisor
- View →Senior Financial Billing AnalystGreater Omaha Area
- View →Manager, API & Data Sharing PlatformsGreater Omaha Area
- View →Senior Investment Due Diligence AnalystGreater Philadelphia Area
- View →Business Development Consultant RIA-Wealth SolutionsLehi
- View →Business Development Consultant RIA-Wealth SolutionsGreater Cincinnati/Northern Kentucky Area
- View →Senior Executive AssistantSan Francisco