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Trading Data & Cost Basis Specialist
Job in
Lehi, Utah County, Utah, 84043, USA
Listed on 2026-08-23
Listing for:
Orion
Full Time
position Listed on 2026-08-23
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Analyst
Job Description & How to Apply Below
Orion is seeking a Client Support Specialist - Trading & Cost Basis to assist advisors with trading workflows, data accuracy, and clear system behavior across Orion platforms.
You will own complex client scenarios from inquiry to resolution, collaborating with internal partners and delivering high-quality outcomes. This is a hybrid on-site role with opportunities to grow within Orion as we evolve our investment solutions.
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