Trading & Cost Basis Support Specialist

Orion; Philadelphia (Philadelphia County); Híbrido; USD 32.000 - 47.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

Dental coverage

Vision coverage

401(k) with employer match

Parental leave

Pet benefits

Descripción de la vacante

Orion is seeking a Client Support Specialist - Trading & Cost Basis to assist advisors with trading workflows and data accuracy across Orion platforms. You will resolve issues, explain data impact on outcomes, and own cases from inquiry to resolution in a collaborative environment.

The role emphasizes hybrid work with on-site three days weekly, serving clients in a fintech setting and maintaining high-quality service standards while adapting to evolving tools and processes.

Formación

• Bachelor's degree in Finance, Business Administration, Accounting, or related field preferred.
• 1–3+ years in financial services, trading operations, investment support, or client service.

Responsabilidades

• Provide end-to-end support for trading and data-related inquiries through calls, chats, and Salesforce cases.
• 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 with internal partners as needed.
• Document case outcomes, findings, and resolutions per internal controls and service expectations.

Conocimientos

Trading workflows

Data dependencies

Analytical thinking

Troubleshooting

Clear communication

Client service

Time management

Stakeholder management

Educación

Bachelor's degree in Finance/Business/Accounting or related field

Herramientas

TOM

Eclipse

Portfolio View Trading

Orion Custom Indexing

Sleeve Trading

Compare Tool

Descripción del empleo

Orion is seeking a Client Support Specialist - Trading & Cost Basis to assist advisors with trading workflows and data accuracy across Orion platforms. You will resolve issues, explain data impact on outcomes, and own cases from inquiry to resolution in a collaborative environment.

The role emphasizes hybrid work with on-site three days weekly, serving clients in a fintech setting and maintaining high-quality service standards while adapting to evolving tools and processes.