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-LjbffrVacancy posted 1 day ago
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