As a Client Support Specialist - Trading & Cost Basis, you will support advisors through trading workflows that depend on accurate data, clear system behavior, and confident execution. You will help clients understand how data elements, including cost basis, tax lots, and transaction history, impact trading decisions and results. You will work across Orion's trading platforms and partner closely with internal teams to resolve issues, improve workflows, and support the ongoing evolution of Orion's investment solutions. This role is designed for individuals who enjoy complex problem-solving, system ownership, and delivering high-quality client outcomes. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.
It is anticipated that an incumbent in this role will work as a Hybrid employee, with three (3) or more days each week required on-site at one of the listed office locations.
Candidates should be located within a commutable distance to an office. Internal candidates currently aligned to an Orion office location may be given preference; however, internal candidates with varying work arrangements may be considered based on experience and business needs. Work location is subject to change based on business needs.
In this role, you'll get to:
- Provide end-to-end support for trading and data-related inquiries through calls, chats, and Salesforce cases.
- Support advisors using Orion trading tools, including:
- 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 initial inquiry through resolution, coordinating with internal partners as needed
- Participate actively in service queues while maintaining high standards for accuracy, timeliness, and client experience
- Document case outcomes, findings, and resolutions in accordance with internal controls and service expectations
- Follow established processes, controls, and escalation paths when issues fall outside service ownership
- Demonstrates a solid understanding of trading workflows and data dependencies
- Applies strong analytical and troubleshooting skills to resolve client issues
- Communicates clearly and confidently with advisors
- Manages multiple requests while maintaining accuracy and attention to detail
- Takes ownership of assigned work and follows through to completion
- Works effectively in a collaborative, team-based environment
- Adapts to changing tools, workflows, and client needs
- Maintains professionalism and composure in time-sensitive situations
- Demonstrates accountability, curiosity, and a client-focused mindset
- Has a minimum of a Bachelor's degree in Finance, Business Administration, Accounting, or a related field preferred
- Has a minimum of 1-3+ years of experience in financial services, trading operations, investment support, client service, or related roles
- Has experience supporting trading platforms or investment workflows strongly preferred
- Has familiarity with cost basis, tax lots, or transaction-level data highly desirable
- Has knowledge of securities markets, trading rules, and regulatory considerations preferred
- Has experience working in a FinTech or advisory support environment beneficial
- Owns and manages relationships with stakeholders directly and works effectively with people at all levels in an organization
#LI-AP1
#LI-Onsite
#LI-Hybrid
Recommended Skills:
Accounting, Accounting Operations, Audit Reviews, Corporate Actions, Cost Accounting, Cost Analysis, Cost Basis Reporting, Cost Reconciliation, Electronic Trading Platforms, Finance, Finance Industry, Financial Calculators, Financial Services, Last In, First Out (LIFO), Regulatory Risk, Taxes, Tax ReconciliationSalary Range:
$23.57 - $34.20The pay listed in this posting indicates the estimated pay at the time of this posting; however, may vary depending on geographic location, job-related knowledge, skills, and experience. In addition, Orion offers a competitive benefits package which includes health, dental, vision, and disability coverage on day one, 401(k) plan with employer match, paid parental leave, pet benefits including pawternity leave and pet insurance, student loan repayment and more.
About Us
At Orion, we achieve our best work when we support one another, staying personally accountable to each other and the clients we serve. We create a welcoming environment where everyone is respected, valued, and heard. Our commitment to create raving fans ensures we consistently exceed client expectations. Thinking differently is in our DNA—we innovate always, push boundaries, and reject the status quo to deliver transformative outcomes. Together, we support one another and see it through to success, driving our collective achievements and those of our clients.
Skills Required
- Bachelor's degree in Finance, Business Administration, Accounting, or a related field
- 1-3+ years of experience in financial services, trading operations, investment support, client service, or related roles
- Strong analytical and troubleshooting skills
- Clear and confident communication with advisors
- Ability to manage multiple requests accurately and maintain attention to detail
- Ability to work collaboratively in a team-based environment
- Ability to adapt to changing tools, workflows, and client needs
- Professionalism and composure in time-sensitive situations
- Experience supporting trading platforms or investment workflows
- Familiarity with cost basis, tax lots, or transaction-level data
- Knowledge of securities markets, trading rules, and regulatory considerations
- Experience working in a FinTech or advisory support environment
- Direct stakeholder relationship management across organizational levels
Orion Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Orion and has not been reviewed or approved by Orion.
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Leave & Time Off Breadth — Feedback suggests paid parental leave, “pawternity” leave, and a paid sabbatical every seven years create generous time‑off options. The sabbatical is described as extended time away with additional spending money.
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Healthcare Strength — Health benefits are said to start on the first day of employment, with wellness support including an on‑site gym at the Omaha headquarters. This indicates dependable access to core coverage from day one.
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Retirement Support — A 401(k) plan with a 50% company match on contributions up to 6% and access to financial planning technology are highlighted. These features provide tangible support for long‑term financial security.
Orion Insights
What We Do
Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform. Our tech-enabled fiduciary process empowers financial advisors to seamlessly attract new clients, connect planning goals to investment strategies, and help achieve each investor’s unique definition of financial success. Orion is committed to understanding the needs of growth-minded advisors which directs our M&A and product development strategies. We’ve made it our goal to seamlessly connect each stage of the advisor-client relationship with solutions that are fully connected yet provide the flexibility and choice to be adopted in its entirety or as stand-alone components that complement existing capabilities. Combined, our brand entities, Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, Redtail Technology, and TownSquare Capital, create a complete offering that empowers firms to broaden their offering, increase efficiency, and spur growth. Supporting over 5 million technology accounts and thousands of independent advisory firms, Orion is the platform of choice for all growth-focused advisory firms looking to strengthen their client relationships, gain a competitive edge in a crowded marketplace, and build strong, profitable businesses • • • Orion is committed to having a diverse and inclusive workforce. Individuals seeking employment at Orion are considered without regards to age, color, disability status, ethnicity, genetic information, national origin, race, religion, gender, sexual orientation, gender identification, veteran status or any other factor protected by law. Our Social Media Disclosure: https://bit.ly/3oTnWu7
