Customer Service Representative

BCI Orion Portfolio Solutions, LLC DBA Brinker Capital Investments; Omaha (NE); Hybrid; USD 27,304 - 36,038; Full time

Benefits offered by this job

Health coverage

401(k) plan with employer match

Pet benefits including pet insurance

Student loan repayment

Job summary

BCI Orion Portfolio Solutions, LLC DBA Brinker Capital Investments is seeking a Customer Service Representative to provide superior service to clients and act as a first point of contact. You will handle servicing advisors and clients while ensuring accuracy and meeting business measurements in a hybrid work environment.

The ideal candidate has experience in the financial services industry, with at least 1 year in customer service. A competitive benefits package is provided from day one, including health and 401(k) plans.

Qualifications

• Experience in insurance, banking, or financial services industry.
• Minimum of 1 year of customer service experience.
• Obtain Orion Industry Certification.

Responsibilities

• Process daily work for servicing advisors and clients.
• Ensure accuracy and completeness of work within service levels.
• Meet daily and monthly business measurements.
• Provide status updates to management as required.
• Interact effectively for processing issues and metrics.

Skills

Client-Centric

Effective Communication

Innovation

Technical Proficiency

Time Management

Work Collaboratively

Education

Degree in Business or Finance

Job description

About this Opportunity

As a Customer Service Representative, you will provide superior service to our clients and act as the first point of contact for the investment representatives and clients. As we continue to evolve and live our Orion values, we are looking for someone to grow with us. Please Note: This posting may not refer to a specific open position. As we can regularly hire for this type of role, you may be considered for a potential, future opportunity.

Location

It is anticipated that an incumbent in this role will work as a Hybrid employee, with three (3) or more days each week required on-site at one of the listed office locations. Candidates should be located within a commutable distance to an office. Internal candidates currently aligned to an Orion office location may be given preference; however, internal candidates with varying work arrangements may be considered based on experience and business needs. Work location is subject to change based on business needs.

Responsibilities

• Process all daily work across all aspects of servicing advisors and clients including timely call servicing and account management functions.
• Ensure all work is processed with accuracy, timeliness, completeness and within budget according to defined service level metrics.
• Meet or exceed all daily and monthly business measurements.
• Provide feedback to the team for continued improvements.
• Provide status updates to management as required.
• Maintain process measurements and reporting within service levels.
• Interact and partner effectively for all processing issues, metrics, and coordinated activities across all appropriate internal business teams.
• Execute testing as required for business projects.
• Cross train as required to support all team activities and backup team members as needed.
• Assist with team planning as required.
• Ensure execution of all industry and company specific compliance matters within the team.

Qualifications

• Has experience working in insurance, banking, or financial services industry.
• Preferably has a degree in Business or Finance or equivalent experience in finance field.
• Has minimum of 1 year of customer service experience.
• Obtain Orion Industry Certification.
• Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization.

Recommended Skills

• Client-Centric
• Effective Communication
• Innovation
• Technical Proficiency
• Time Management
• Work Collaboratively

Salary Range

$19.82 - $26.16. 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.

Benefits

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.