Hybrid Client Support: Trading & Data Insights
Listed on 2026-10-15
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Finance & Banking
Banking & Finance, Financial Analyst, Financial Services, Financial Advisor / Consultant
Orion is seeking a Client Support Specialist - Trading & Cost Basis to help advisors navigate trading workflows and data elements such as cost basis, tax lots, and transaction history.
This hybrid role requires collaborating across Orion’s trading platforms, owning complex client scenarios from inquiry to resolution, and ensuring accurate, timely service. Candidates should have a finance-related degree and 1–3+ years in financial services or trading operations.
The Hybrid Client Support:
Trading & Data Insights role at Orion is now open for applications in Omaha, NE, United States.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Hybrid Client Support:
Trading & Data Insights role in the description above.
We appreciate your interest in this position.
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