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Jobs · Utah

Client Support Specialist- Trading & Cost Basis

Orion · Lehi, UT · 1 wk ago
Hybrid$23.57–$34.2/hrFull-time

As a Client Support Specialist in 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. This role involves working across Orion's trading platforms and partnering closely with internal teams to resolve issues, improve workflows, and support the ongoing evolution of Orion's investment solutions. Designed for individuals who enjoy complex problem-solving, system ownership, and delivering high-quality client outcomes, this role offers growth opportunities as Orion continues to evolve.

This is a hybrid role requiring three or more days per week on-site at one of the listed office locations. Candidates should be within commutable distance to an office. Internal candidates currently aligned to an Orion office location may be given preference, though those with varying work arrangements may be considered based on experience and business needs. Work location is subject to change based on business requirements.

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:
    • 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.

Requirements

  • Solid understanding of trading workflows and data dependencies.
  • Strong analytical and troubleshooting skills to resolve client issues.
  • Clear and confident communication with advisors.
  • Ability to manage multiple requests while maintaining accuracy and attention to detail.
  • Ownership of assigned work and follow-through to completion.
  • Effective collaboration in a team-based environment.
  • Adaptability to changing tools, workflows, and client needs.
  • Professionalism and composure in time-sensitive situations.
  • Accountability, curiosity, and a client-focused mindset.
  • Minimum of a Bachelor’s degree in Finance, Business Administration, Accounting, or a related field (preferred).
  • 1-3+ years of experience 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 (highly desirable).
  • Knowledge of securities markets, trading rules, and regulatory considerations (preferred).
  • Experience in a FinTech or advisory support environment (beneficial).
  • Ability to manage relationships with stakeholders at all levels.

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 Reconciliation

Pay

Salary range: $23.57 – $34.20 per hour. Pay may vary depending on geographic location, job-related knowledge, skills, and experience.

Benefits

  • Health, dental, vision, and disability coverage (effective day one).
  • 401(k) plan with employer match.
  • Paid parental leave.
  • Pet benefits, including pawternity leave and pet insurance.
  • Student loan repayment assistance.

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