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Client Service Representative

Orion Advisor Solutions LLC Omaha, NE
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Are you known for your outgoing personality and can easily relate to others? Do you give 110% customer service every day? Looking for an entry-level position within the Financial Service Industry?! You might be looking at your next career!

The Client Service Representative receives and responds to all client inquiries regarding existing accounts.

What does this role entail?

  • Servicing and responding to all Advisor and Client inquiries in a professional manner
  • Providing timely and accurate account and requirement information
  • Assisting and educating advisors on how to navigate Brinker Capital in various situations
  • Maintaining an atmosphere of appreciation of Advisors and Client issues
  • Continually maintaining an "above and beyond" service aptitude
  • Daily promotion of our Service Vision and Principles
  • Ongoing collaboration with Client Services, Internal Investment Consultants, and Operations teams on key issues and potential improvements
  • Assisting in project work as needed

Education and Experience needed:

  • Minimum of a Bachelors degree in Business, Finance, or related major required.
  • Orion Industry Certification must be obtained within 90 days of employment.
  • Minimum of 3 years of experience in customer service or financial industry preferred.
  • Experience with Salesforce is a plus

#LI-AP1

#LI-Hybrid

Position at Brinker Capital

About Us

AsOne-Orion, we accomplish our best work by being personally accountable to each other and the clients we serve. We are creating a welcoming environment where everyone is respected, valued, and heard. Our willingness todisruptourselves, and the industry ensures we stay ahead of client expectations. Thinking differently is in our DNA weinnovate, push boundaries, reject the status quo, and relentlessly pursue transformative outcomes. It is our collective will towinthat drives Orions success and powers success for our clients and everyone at Orion.

Unique offerings include healthcare benefits start on Day 1, student loan repayment, paid parental leave, paid sabbaticals, free access to best-in-class financial planning, "PAWternity" leave, rewards and recognition, and more.


Date Posted June 15, 2022
Date Closes July 15, 2022
Requisition R284
Located In Omaha, NE
SOC Category 00-0000.00
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