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BCI Orion Portfolio Solutions DBA Brinker Capital Investments3 weeks ago

Client Operations Support Specialist

$45,240–$64,750 year

Hybrid · Lehi, Utah, United States

Type
Full Time
Level
Entry Level
Education
High School Or Equivalent
Company size
Unknown

Job Summary

Frontline client operations support handling inquiries across phone, chat, and case channels; provide clear guidance to help clients navigate core workflows and platform topics (Orion, Redtail, OCIO); troubleshoot entry-level workflow and data questions; maintain accurate intake, case documentation, and Salesforce records; strive for first-contact resolution while escalating issues with proper documentation; build foundational proficiency in assigned technology areas and progress through required certifications and learning pathways; identify opportunities to simplify client workflows and contribute to team improvements; maintain performance across core service metrics such as NPS, adherence, and documentation quality.

Required Qualifications

  • High school diploma or equivalent preferred; bachelor’s degree preferred
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$45k – $65k / yr

Client Operations Support Specialist · BCI Orion Portfolio Solutions DBA Brinker Capital Investments

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