Takes full ownership of the success of assigned clients by responding to all questions and issues received by email, phone or chat in a complete and quick manner.Training advisors on Orion system technology capabilities available by completing one-on-one sessions as needed or gathering the correct Subject Matter Experts to guide the client. Analyzes client requests with a sense of urgency and explores possible solutions or forwards request on to appropriate department following-through until resolution.Maintains and continuously reviews "Client Reference Guides" to find efficiencies in processes and to ensure each client's needs are met.Counsels advisors regarding best practices, policies and procedures, as well as providing advice on how to handle situations encountered.Provides assistance in growing business with client by highlighting additional features which would benefit clients overall package offering.Processes client requests regarding creating, updating or cancelling of client, registration, account or billing information.Oversees quarter-end processing of quarterly and monthly performance statements ensuring timely and accurate completion of all steps, including supplying clients with complete quarterly statement information, obtaining final client approval, and sending statements to clients.