Hybrid Wealth Onboarding & Transition Analyst

BCI Orion Portfolio Solutions, LLC DBA Brinker Capital Investments; Omaha (NE); Hybrid; USD 33,000 - 47,000; Full time

Job summary

BCI Orion Portfolio Solutions, LLC DBA Brinker Capital Investments is seeking a Wealth Advisory Onboarding Associate in Omaha. This hybrid role requires 3+ on-site days weekly to support wealth advisory onboarding, paperwork processing, and transfer requests for new accounts.

You will work independently yet collaborate across the Wealth Advisory team, handling back-office tasks, training on systems, and responding to inquiries with timely, accurate information.

Qualifications

• Bachelor’s degree in Business, Finance, or related field.
• Minimum 3 years of back-office experience preferred within the financial services industry.
• Owns and manages relationships with stakeholders directly and works effectively with people at all levels.

Responsibilities

• Drive end-to-end client onboarding for new wealth management teams.
• Pre-fill and review new account paperwork; initiate and submit transfer requests.
• Provide back-office support for new accounts and cashiering items; status updates.
• Offer direct training on systems, policies, and procedures as needed.
• Respond to servicing inquiries with timely, accurate, detailed responses.
• Coordinate pre-arrival setup logistics and office provisioning.

Skills

Client-Centric

Effective Communication

Innovation

Onboarding

Technical Proficiency

Time Management

Wealth Advisory Services

Work Collaboratively

Education

Bachelor’s degree in Business, Finance, or related field

Job description

BCI Orion Portfolio Solutions, LLC DBA Brinker Capital Investments is seeking a Wealth Advisory Onboarding Associate in Omaha. This hybrid role requires 3+ on-site days weekly to support wealth advisory onboarding, paperwork processing, and transfer requests for new accounts.

You will work independently yet collaborate across the Wealth Advisory team, handling back-office tasks, training on systems, and responding to inquiries with timely, accurate information.