Trading Data Support Specialist - Hybrid

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

Benefits offered by this job

Health coverage day 1

Dental coverage day 1

Vision coverage day 1

Disability coverage day 1

401(k) with employer match

Paid parental leave

Pawternity leave & pet insurance

Student loan repayment

Job summary

Orion is seeking a Client Support Specialist - Trading & Cost Basis to assist advisors with trading workflows that depend on accurate data and clear system behavior. You will work across Orion's trading platforms and collaborate with internal teams to resolve issues and improve workflows.

Ideal candidates have 1–3+ years in financial services, a related Bachelor's degree, and familiarity with cost basis or transaction-level data.

Qualifications

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

Responsibilities

• Provide end-to-end support for trading and data-related inquiries via calls, chats, and Salesforce cases.
• Support advisors using Orion trading tools, including TOM Eclipse Portfolio View and other tools.
• 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 to resolution, coordinating with internal partners.
• Participate in service queues while maintaining accuracy, timeliness, and client experience.
• Document case outcomes and resolutions per internal controls and service expectations.
• Follow established processes, controls, and escalation paths for issues outside ownership.

Skills

Trading workflows

Data dependencies

Analytical problem-solving

Clear communication

Multitasking

Team collaboration

Adaptability

Professionalism under pressure

Client-focused mindset

Education

Bachelor's degree in Finance/Business/Accounting

Tools

Salesforce

TOM Eclipse Portfolio View

Trading Tools (Orion)

Job description

Orion is seeking a Client Support Specialist - Trading & Cost Basis to assist advisors with trading workflows that depend on accurate data and clear system behavior. You will work across Orion's trading platforms and collaborate with internal teams to resolve issues and improve workflows.

Ideal candidates have 1–3+ years in financial services, a related Bachelor's degree, and familiarity with cost basis or transaction-level data.