Service Team Specialist

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, dental, vision, and disability coverage

401(k) plan with employer match

Paid parental leave

Pet benefits including pet insurance

Student loan repayment

Job summary

BCI Orion Portfolio Solutions, LLC DBA Brinker Capital Investments is looking for a Service Team Specialist to provide superior service to clients and investment representatives. This hybrid role requires at least three days on-site each week, allowing candidates within commutable distance to apply.

Responsibilities include processing daily work, maintaining compliance, and collaborating with internal teams. Qualified candidates should have experience in financial services, customer service, and ideally hold an Orion Industry Certification.

Salary ranges from $19.82 to $26.16 per hour with benefits starting on day one, including health insurance and a 401(k).

Qualifications

• Experience in insurance, banking, or financial services.
• Minimum of one year of customer service experience.
• Orion Industry Certification is preferable.

Responsibilities

• Process daily work for servicing advisors and clients.
• Ensure work accuracy and timeliness within budget metrics.
• Meet or exceed daily and monthly performance measurements.
• Provide feedback for team improvements and status updates.

Skills

Client‑centric

Effective communication

Innovation

Technical proficiency

Time management

Collaboration

Education

Degree in Business or Finance or equivalent experience

Job description

About this Opportunity

As a Service Team Specialist, you will provide superior service to our clients and act as the first point of contact for the investment representatives and clients. We are looking for someone to grow with us.

Please note: This posting may not refer to a specific open position. We can regularly hire for this type of role, and you may be considered for a potential future opportunity.

Location

Hybrid employee with at least three (3) days on-site each week at one of our office locations. Candidates should be within a commutable distance to an office. Internal candidates may be given preference.

Responsibilities

• Process daily work across all aspects of servicing advisors and clients, including timely call servicing and account management.
• 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

• Experience working in the insurance, banking, or financial services industry.
• Preferably a degree in Business or Finance or equivalent finance experience.
• Minimum of one year of customer service experience.
• Orion Industry Certification.
• Owns and manages relationships with stakeholders directly and works effectively with people at all levels in an organization.

Recommended Skills

• Client‑centric
• Effective communication
• Innovation
• Technical proficiency
• Time management
• Collaboration

Salary and Benefits

Salary Range: $19.82 – $26.16 per hour. The pay may vary depending on geographic location and experience. Benefits include health, dental, vision, and disability coverage on day one, a 401(k) plan with employer match, paid parental leave, pet benefits (including pawternity leave and pet insurance), student loan repayment, and more.