Trading & Cost Basis Support Specialist

OAT Orion Advisor Technology, LLC; Omaha (NE); Hybrid; USD 33,000 - 47,000; Full time

Benefits offered by this job

Health

Dental

Vision

Disability insurance

401(k) plan with employer match

Paid parental leave

Pet benefits

Student loan repayment

Job summary

OAT Orion Advisor Technology, LLC is seeking a Client Support Specialist - Trading & Cost Basis to assist advisors with end-to-end trading workflows and data integrity across Orion trading platforms. You will analyze cost basis, tax lots, and transaction history, collaborating with internal teams to resolve issues and improve processes.

The role is hybrid with on-site days required and candidates should reside within commuting distance to an office.

Qualifications

• Bachelor's degree in Finance, Business Administration, Accounting, or related field preferred
• 1–3+ years in financial services, trading ops, client service, or related roles
• Experience supporting trading platforms or investment workflows preferred
• Familiarity with cost basis, tax lots, or transaction-level data desirable
• Knowledge of securities markets, trading rules, and regulatory considerations preferred
• FinTech or advisory support environment experience beneficial

Responsibilities

• Provide end-to-end support for trading and data-related inquiries via calls, chats, and Salesforce cases
• Support advisors using Orion trading tools (TOM Eclipse Portfolio View, Sleeve Trading, Compare Tool)
• Investigate and resolve discrepancies in trading data, cost basis, tax lots, and history
• Explain how data affects trading outcomes, execution, and reporting
• Own complex client scenarios from inquiry to resolution with internal collaboration
• Record case outcomes and resolutions per controls and service expectations
• Follow established processes, controls, and escalation paths when needed

Skills

Analytical thinking

Troubleshooting

Clear communication

Multitasking

Team collaboration

Education

Bachelor's degree in Finance/Business/Accounting

Tools

TOM Eclipse Portfolio View

Trading Orion Custom Indexing

Sleeve Trading

Compare Tool

Salesforce

Job description

OAT Orion Advisor Technology, LLC is seeking a Client Support Specialist - Trading & Cost Basis to assist advisors with end-to-end trading workflows and data integrity across Orion trading platforms. You will analyze cost basis, tax lots, and transaction history, collaborating with internal teams to resolve issues and improve processes.

The role is hybrid with on-site days required and candidates should reside within commuting distance to an office.