Account Resolution Specialist

2 weeks ago

Cincinnati, United States BCI Orion Portfolio Solutions, LLC DBA Brinker Capital Investments Full time

Account Resolution Specialist (Temporary Position) page is loaded

Account Resolution Specialist (Temporary Position)

Apply

remote type

In Office

locations

Greater Cincinnati/Northern Kentucky Area

time type

Full time

posted on

Posted Today

job requisition id

R1573

About this Opportunity: As an Account Resolution Specialist (Temp), you will be directly responsible for helping our advisors successfully execute client requests on the Orion Wealth Management platform by working with them to resolve NIGO (Not In Good Order) requests that have been submitted by the advisor. This individual will take ownership with the advisor by providing direct communication and guidance until full resolution has been accomplished. The Account Resolution Specialist will possess a strong understanding of internal and custodial good order

requirements/processes

and proactively coordinate across internal/external teams to help the advisor meet the needs of the client in a timely manner. This individual will also analyze the root cause of NIGO trends and work with our custodial partners to reduce/eliminate NIGO rejections, improving the advisor experience for all advisors on the platform. In this role, you'll get to: Interact and partner effectively across internal and external business teams to resolve client issues related to advisor and client requests needing additional information

Provide timely and accurate account and requirement information to OPS advisors and clients, taking full ownership until a positive resolution is achieved.

Ensure all department work is processed with accuracy, timeliness, completeness and within budget according to defined service level metrics

Take part in root cause analysis to ensure department processes are followed or enhanced as needed with the goal of reducing the number of NIGO requests.

Contribute to department projects as necessary

Execute testing as required for business projects

Cross train as required to support all team activities and backup team members as needed

Servicing and responding to all Advisor and Client inquiries in a professional manner

Assisting and educating advisors on how to navigate OPS in various situations

Maintaining an atmosphere of appreciation of Advisors and Client issues

We're looking for talent who: Has a degree in Business or Finance preferred, or equivalent experience in related financial field

Has minimum of 1-2 years financial services operations experience

Obtains Orion Industry Certification

Owns and manages relationships with stakeholders directly and works effectively with people at all levels in an organization

#LI-AP1 #LI-Hybrid #LI-Onsite

Salary Range: $22.56 - $32.73 The pay listed in this posting indicates the estimated pay at the time of this posting; however, may vary depending on geographic location, job-related knowledge, skills, and experience. In addition, Orion offers a competitive benefits package which includes health, dental, vision, and disability coverage on day one, 401(k) plan with employer match, paid parental leave, pet benefits including pawternity leave and pet insurance, student loan repayment and more. About Us As One-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 to disrupt ourselves, and the industry ensures we stay ahead of client expectations. Thinking differently is in our DNA – we innovate , push boundaries, reject the status quo, and relentlessly pursue transformative outcomes. It is our collective will to win that drives Orion’s success and powers success for our clients and everyone at Orion. Similar Jobs (1)

Account Service Specialist (Temporary Position)

locations

Greater Cincinnati/Northern Kentucky Area

time type

Full time

posted on

Posted 21 Days Ago

#J-18808-Ljbffr

  • Account Resolution Specialist

    2 weeks ago

    Cincinnati, United States CareerBuilder Full time

    Account Resolution Specialist (Temporary Position) page is loaded Account Resolution Specialist (Temporary Position) Apply remote type In Office locations Greater Cincinnati/Northern Kentucky Area time type Full time posted on Posted Today job requisition id R1573 About this Opportunity: As an Account Resolution Specialist (Temp), you will be directly...

  • Dividend Loan Resolution Specialist

    Found in: beBee jobs US - 1 week ago

    Cincinnati, Ohio, United States Fifth Third Bank Full time

    Make banking a Fifth Third betterWe connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.GENERAL FUNCTION:The Loan Resolution Specialists work hand-in-hand across multiple departments including legal, compliance, operations, customer support and servicing. Providing the highest...

  • Dividend Loan Resolution Specialist

    Found in: beBee S US - 7 days ago

    Cincinnati, United States Fifth Third Bank Full time

    Make banking a Fifth Third betterWe connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Loan Resolution Specialists work hand-in-hand across multiple departments including legal, compliance, operations, customer support and servicing. Providing the highest...

  • Tax Accountant/Specialist

    5 days ago

    Cincinnati, United States Trandon Associates, Inc Full time

    Job DescriptionJob DescriptionMajor Financial Services company is a Tax Accountant/Specialist to handle Personal Taxes. The ideal candidate would bring their tax experience to a fast growing, innovative wealth management practice.- MUST have a CPA License  Day-to-Day Duties - Tax planning (Roth conversion schedules, distribution planning, etc)- Tax prep...

  • Tax Accountant/Specialist

    2 weeks ago

    Cincinnati, United States Trandon Associates, Inc Full time

    Job DescriptionJob DescriptionMajor Financial Services company is a Tax Accountant/Specialist to handle Personal Taxes. The ideal candidate would bring their tax experience to a fast growing, innovative wealth management practice.- MUST have a CPA License  Day-to-Day Duties - Tax planning (Roth conversion schedules, distribution planning, etc)- Tax prep...

  • Tax Accountant/Specialist

    2 weeks ago

    Cincinnati, United States CareerBuilder Full time

    Job Description Job Description Major Financial Services company is a Tax Accountant/Specialist to handle Personal Taxes. The ideal candidate would bring their tax experience to a fast growing, innovative wealth management practice. - MUST have a CPA License Day-to-Day Duties - Tax planning (Roth conversion schedules, distribution planning, etc) - Tax prep...

  • Accounts Specialist, Statement Reconciliation

    Found in: Talent US C2 - 2 weeks ago

    Cincinnati, United States UC Health Full time

    Job Description Accounts Specialist, Statement Reconciliation UC Health is hiring for a Full-Time Accounts Specialist, Statement Reconciliation. The Accounts Specialist will review supplier statements and resolve unpaid invoices. About UC Health UC Health is an integrated academic health system serving Greater Cincinnati and Northern Kentucky....

  • Accounts Receivable Specialist

    Found in: Resume Library US A2 - 2 weeks ago

    Cincinnati, Ohio, United States Element Materials Technology Full time

    Overview: Element has an opportunity for an Accounts Receivable Specialist. In this role you will be responsible for the primary support of cash application.  This position will be a critical in the posting of all incoming checks / ACH / remote deposits / wires to the appropriate customer accounts for all labs assigned.  This will include the...

  • Billing Specialist

    2 weeks ago

    Cincinnati, United States Best Point Education & Behavioral Health Full time

    Job DescriptionJob DescriptionBest Point is seeking a Behavioral Health Eligibility & Billing Specialist that ensures individuals have the financial resources to access and maintain services. They will work directly with individuals, families, and third-party payers to determine eligibility, benefits, and payment options/alternatives.The staff member will...

  • Customer Service Specialist

    2 weeks ago

    Cincinnati, United States Clout Promotions Full time

    Job DescriptionJob DescriptionCustomer Support SpecialistWe are seeking a Customer Support Specialist to join our growing marketing team in Cincinnati, OH. In this role, you will be the first point of contact for our clients and provide excellent customer service and technical support.Responsibilities:Field incoming calls, emails, and chat messages from...

  • Accounting Support Specialist

    3 weeks ago

    Cincinnati, United States LCS - London Computer Systems Full time

    Job DescriptionJob DescriptionDo you have a gift for numbers? Do people turn to you for help with their finances because it just makes sense to you? Do you find fulfillment from solving tough problems?LCS is seeking detail-oriented, accurate Accounting Support Specialists in Cincinnati, Ohio to become experts on our software and resolve customer issues in...

  • Ad Operations Specialist

    Found in: Appcast US C2 - 2 weeks ago

    Cincinnati, United States Cypress HCM Full time

    Ad Operations Specialist The Ad Operations Specialist is responsible for the successful execution of campaigns across multiple product lines and content management systems ensuring advertising campaigns are implemented accurately and on time. This individual will have strong attention to detail, be flexible, be able to manage constantly changing...

  • Ad Operations Specialist

    Found in: Appcast Linkedin GBL C2 - 3 weeks ago

    Cincinnati, United States Cypress HCM Full time

    Ad Operations Specialist The Ad Operations Specialist is responsible for the successful execution of campaigns across multiple product lines and content management systems ensuring advertising campaigns are implemented accurately and on time. This individual will have strong attention to detail, be flexible, be able to manage constantly changing...

  • Ad Operations Specialist

    2 weeks ago

    Cincinnati, United States Cypress HCM Full time

    Ad Operations Specialist The Ad Operations Specialist is responsible for the successful execution of campaigns across multiple product lines and content management systems ensuring advertising campaigns are implemented accurately and on time. This individual will have strong attention to detail, be flexible, be able to manage constantly changing...

  • Field Quality Specialist

    Found in: Talent US C2 - 5 days ago

    Cincinnati, United States EMCOR Group Inc. Full time

    About Us: USM, a wholly owned subsidiary of EMCOR Group, Inc., is a leading provider of essential facilities maintenance services, including interior and exterior services and electrical, mechanical and plumbing services, to national and regional commercial customers that maintain multi-site portfolios across wide geographic areas. With its highly...

  • Accounts Receivable Credit

    Found in: Jooble US O C2 - 3 days ago

    Cincinnati, OH, United States GoEngineer Inc Full time

    GoEngineer is seeking an Accounts Receivable Specialist to provide support to department staff as needed and to perform routine accounting functions to support the accounts receivable department. Timely responding to incoming customer requests including phone calls, emails, W9 and tax requests, and new customer setup. Validating accuracy of customer...

  • Sr. Reimbursement Specialist

    3 days ago

    Cincinnati, United States UC Health Full time

    UC Health is hiring a Full Time Sr. Reimbursement Specialist. This position will provide support to the Governmental Reimbursement function for UC Health, including support to the Director of System Governmental Reimbursement, as well as system and facility finance leaders, including Chief Financial Officers. The Sr Reimbursement Specialist will report...

  • Sr. Reimbursement Specialist

    3 days ago

    Cincinnati, United States UC Health Full time

    UC Health is hiring a Full Time Sr. Reimbursement Specialist. This position will provide support to the Governmental Reimbursement function for UC Health, including support to the Director of System Governmental Reimbursement, as well as system and facility finance leaders, including Chief Financial Officers. The Sr Reimbursement Specialist will report...

  • Specialist, Customer Accounts

    2 weeks ago

    Cincinnati, United States Michelman Full time

    **Description** **General Summary** Currently, we have a great opportunity available for a **Customer Account Specialist** to join our Customer Service team. You will be responsible for providing professional and friendly customer service in a fast-paced environment and ensuring that customer orders are processed timely and accurately. This role will report...

  • Collections Specialist

    Found in: Resume Library US A2 - 2 days ago

    Cincinnati, Ohio, United States Element Materials Technology Full time

    Overview: Element has an opportunity for a Collections Specialist. In this role you will be responsible for collections of outstanding accounts for Element Materials Technology. This includes all aspects of collections, resolving customer billing problems and reducing accounts receivable delinquency.   Responsibilities: Reviewing open accounts for...