Trading Data & Cost Basis Specialist

orionadvisor; Omaha (NE); Hybrid; USD 32,000 - 47,000; Full time

Benefits offered by this job

Health, dental, vision, and disability

401(k) with employer match

Paid parental leave

Pet benefits and pawternity leave

Student loan repayment

Job summary

Orion Advisor Solutions is seeking a Client Support Specialist - Trading & Cost Basis to assist advisors with trading workflows and data accuracy. You will resolve issues across Orion's trading platforms and collaborate with internal teams to improve processes and outcomes.

The role emphasizes complex problem solving, system ownership, and delivering high-quality client experiences, with a hybrid work arrangement requiring on-site days.

Qualifications

• Bachelor's degree in Finance, Business Administration, Accounting, or related field.
• 1–3+ years in financial services, trading operations, investment support, client service, or related roles.
• Experience supporting trading platforms or investment workflows preferred.
• Familiarity with cost basis, tax lots, or transaction-level data highly desirable.
• Strong analytical and troubleshooting skills with attention to detail.
• Ability to communicate clearly with advisors and stakeholders at all levels.

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 Trading, Orion Custom Indexing, Sleeve Trading, Compare Tool).
• Investigate and resolve discrepancies related to trading data, cost basis, tax lots, and transaction history.
• Explain how underlying data affects trading outcomes, execution, and reporting.
• Own complex client scenarios from inquiry to resolution with cross-team collaboration.
• Document outcomes and follow established controls and escalation paths.

Skills

Trading workflows

Analytical skills

Clear communicator

Detail oriented

Ownership & follow-through

Education

Bachelor's degree in Finance/Business/Accounting

Tools

Salesforce

TOM

Eclipse

Portfolio View Trading

Orion Custom Indexing

Sleeve Trading

Job description

Orion Advisor Solutions is seeking a Client Support Specialist - Trading & Cost Basis to assist advisors with trading workflows and data accuracy. You will resolve issues across Orion's trading platforms and collaborate with internal teams to improve processes and outcomes.

The role emphasizes complex problem solving, system ownership, and delivering high-quality client experiences, with a hybrid work arrangement requiring on-site days.