Hybrid Wealth Onboarding & Transition Analyst
BCI Orion Portfolio Solutions, LLC DBA Brinker Capital Investments
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. #J-18808-Ljbffr BCI Orion Portfolio Solutions, LLC DBA Brinker Capital Investments
Vacancy posted 4 days ago
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