Client Support Specialist - Trading & Cost Basis

About the role

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.

Responsibilities

• Provide end-to-end support for trading and data-related inquiries through calls, chats, and Salesforce cases.
• Support advisors using Orion trading tools, including TOMEclipse, Portfolio View Trading, Orion Custom Indexing, Sleeve Trading, and Compare Tool.
• Investigate and resolve discrepancies related to trading data, cost basis, tax lots, and transaction history.