Hybrid Client Support: Trading & Data Insights

Orion; Omaha (NE); Hybrid; USD 33,000 - 47,000; Full time

Benefits offered by this job

Health insurance

Dental coverage

Vision coverage

Disability coverage

401(k) match

Paid parental leave

Pet insurance

Pawternity leave

Student loan repayment

Job summary

Orion is seeking a Client Support Specialist - Trading & Cost Basis to help advisors navigate trading workflows and data elements such as cost basis, tax lots, and transaction history.

This hybrid role requires collaborating across Orion’s trading platforms, owning complex client scenarios from inquiry to resolution, and ensuring accurate, timely service. Candidates should have a finance-related degree and 1–3+ years in financial services or trading operations.

Qualifications

• Bachelor’s degree in Finance, Business Admin, Accounting or related field.
• 1–3+ years in financial services, trading operations or client service.
• Experience supporting trading platforms or investment workflows preferred.

Responsibilities

• Provide end-to-end support for trading and data inquiries via calls, chats, and Salesforce cases.
• Support advisors using Orion trading tools including TOM, Eclipse, Portfolio View Trading, Orion Custom Indexing, Sleeve Trading, and Compare Tool.
• Investigate and resolve discrepancies related to trading data, cost basis, tax lots, and transaction history.
• Explain how underlying data impacts trading outcomes, execution behavior, and reporting.
• Own complex client scenarios from initial inquiry through resolution, coordinating with internal partners as needed.
• Document case outcomes, findings, and resolutions in accordance with internal controls and service expectations.
• Follow established processes, controls, and escalation paths when issues fall outside service ownership.

Skills

Trading workflows understanding

Analytical thinking

Effective communication

Attention to detail

Time management

Team collaboration

Adaptability to tools

Accountability

Education

Bachelor's degree in Finance, Business Administration, Accounting

Tools

TOM

Eclipse

Portfolio View Trading

Orion Custom Indexing

Sleeve Trading

Compare Tool

Job description

Orion is seeking a Client Support Specialist - Trading & Cost Basis to help advisors navigate trading workflows and data elements such as cost basis, tax lots, and transaction history.

This hybrid role requires collaborating across Orion’s trading platforms, owning complex client scenarios from inquiry to resolution, and ensuring accurate, timely service. Candidates should have a finance-related degree and 1–3+ years in financial services or trading operations.