Appeal Resolution Specialist logs, tracks, and processes appeals and grievances. Sets up and maintains case files for each grievance and collects the information required by organizational policies and applicable regulations. Being an Appeal Resolution Specialist conducts research and coordination needed to evaluate, process, respond to, and refer or close appeals. May require an associate degree or equivalent. Additionally, Appeal Resolution Specialist typically reports to a supervisor. The Appeal Resolution Specialist works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be an Appeal Resolution Specialist typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)
About this Opportunity :
As an Account Resolution Specialist (Temp), you will be directly responsible for helping our advisors successfully execute client requests on the Orion Wealth Management platform by working with them to resolve NIGO (Not In Good Order) requests that have been submitted by the advisor.
This individual will take ownership with the advisor by providing direct communication and guidance until full resolution has been accomplished.
The Account Resolution Specialist will possess a strong understanding of internal and custodial good order requirements / processes and proactively coordinate across internal / external teams to help the advisor meet the needs of the client in a timely manner.
This individual will also analyze the root cause of NIGO trends and work with our custodial partners to reduce / eliminate NIGO rejections, improving the advisor experience for all advisors on the platform.
Interact and partner effectively across internal and external business teams to resolve client issues related to advisor and client requests needing additional information
Provide timely and accurate account and requirement information to OPS advisors and clients, taking full ownership until a positive resolution is achieved.
Ensure all department work is processed with accuracy, timeliness, completeness and within budget according to defined service level metrics
Take part in root cause analysis to ensure department processes are followed or enhanced as needed with the goal of reducing the number of NIGO requests.
Contribute to department projects as necessary
Execute testing as required for business projects
Cross train as required to support all team activities and backup team members as needed
Servicing and responding to all Advisor and Client inquiries in a professional manner
Assisting and educating advisors on how to navigate OPS in various situations
Maintaining an atmosphere of appreciation of Advisors and Client issues
We're looking for talent who :
Has a degree in Business or Finance preferred, or equivalent experience in related financial field
Has minimum of 1-2 years financial services operations experience
Obtains Orion Industry Certification
Owns and manages relationships with stakeholders directly and works effectively with people at all levels in an organization
LI-AP1
LI-Remote
LI-Hybrid
LI-Onsite
Salary Range : $22.56 - $32.73
$22.56 - $32.73
The pay listed in this posting indicates the estimated pay at the time of this posting; however, may vary depending on geographic location, job-related knowledge, skills, and experience.
In addition, Orion offers a competitive benefits package which includes health, dental, vision, and disability coverage on day one, 401(k) plan with employer match, paid parental leave, pet benefits including pawternity leave and pet insurance, student loan repayment and more.
Last updated : 2024-03-02