Trading Data & Cost Basis Support Specialist

orionadvisor; Omaha (NE); Hybride; USD 33 000 - 47 000; Plein temps

Avantages offerts par ce poste

Health insurance

Dental insurance

Vision insurance

Disability coverage

401(k) match

Parental leave

Pet benefits

Student loan repayment

Résumé du poste

Orion is seeking a Client Support Specialist - Trading & Cost Basis to assist advisors with trading workflows, cost basis data, tax lots, and transaction history across Orion's trading platforms. You will resolve data discrepancies, explain data impacts, and own complex client scenarios from inquiry to resolution in a hybrid on-site role.

The role emphasizes analytical problem solving, strong communication with advisors, and attention to detail.

Qualifications

• Bachelor's degree in Finance, Business Administration, Accounting, or related field.
• 1–3+ years of experience in financial services, trading operations, investment support, client service, or related roles.
• Experience supporting trading platforms or investment workflows is strongly preferred.
• Familiarity with cost basis, tax lots, or transaction-level data is highly desirable.

Responsabilités

• Provide end-to-end support for trading and data-related inquiries through calls, chats, and Salesforce cases.
• Support advisors using Orion trading tools across multiple platforms.
• 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 inquiry through resolution, coordinating with internal partners as needed.
• Document case outcomes and maintain references in line with internal controls.

Connaissances

Trading workflows

Data dependencies

Analytical troubleshooting

Excellent communication

Multi-tasking

Team collaboration

Adaptability

Client-focused mindset

Bachelor’s degree in Finance/Business

Formation

Bachelor's degree in Finance, Business Administration, Accounting, or related field

Outils

TOM

Eclipse

Portfolio View Trading

Orion Custom Indexing

Sleeve Trading

Compare Tool

Description du poste

Orion is seeking a Client Support Specialist - Trading & Cost Basis to assist advisors with trading workflows, cost basis data, tax lots, and transaction history across Orion's trading platforms. You will resolve data discrepancies, explain data impacts, and own complex client scenarios from inquiry to resolution in a hybrid on-site role.

The role emphasizes analytical problem solving, strong communication with advisors, and attention to detail.