Trading Data Support Specialist (Hybrid)

Orion Advisor Technology, LLC; Omaha (NE); Hybride; USD 67 621 000 - 97 997 000; Plein temps

Avantages offerts par ce poste

Health insurance

Dental insurance

Vision insurance

Disability coverage (day one)

401(k) with employer match

Parental leave

Pet benefits (pawternity)

Student loan repayment

Résumé du poste

Orion Advisor Technology, LLC is seeking a Client Support Specialist - Trading & Cost Basis to assist advisors with trading workflows and data-related inquiries. The role requires understanding of cost basis, tax lots, and transaction history, and involves collaboration across Orion platforms to resolve issues and improve workflows.

The position is hybrid, with three or more on-site days weekly at designated office locations.

Qualifications

• 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.
• Experience supporting trading platforms or investment workflows preferred.

Responsabilités

• 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 impacts trading outcomes, execution behavior, and reporting.
• Own complex client scenarios from inquiry through resolution, coordinating with internal partners.
• Participate in service queues, maintaining accuracy and client experience.
• Document case outcomes and resolutions per internal controls and service expectations.
• Follow established processes, controls, and escalation paths when issues fall outside service ownership.

Connaissances

Trading workflows

Analytical ability

Communication skills

Ownership

Attention to detail

Formation

Bachelor's degree in Finance/Business/Accounting

Outils

TOM

Eclipse

Portfolio View Trading

Orion Custom Indexing

Sleeve Trading

Compare Tool

Salesforce

Description du poste

Orion Advisor Technology, LLC is seeking a Client Support Specialist - Trading & Cost Basis to assist advisors with trading workflows and data-related inquiries. The role requires understanding of cost basis, tax lots, and transaction history, and involves collaboration across Orion platforms to resolve issues and improve workflows.

The position is hybrid, with three or more on-site days weekly at designated office locations.