Trading Data & Cost Support Specialist
Listed on 2026-10-17
-
Finance & Banking
Financial Analyst, Financial Advisor / Consultant, Financial Services
Orion is seeking a Client Support Specialist - Trading & Cost Basis to assist advisors with trading workflows, cost basis data, tax lots, and transaction history across Orion's trading platforms. You will resolve data discrepancies, explain data impacts, and own complex client scenarios from inquiry to resolution in a hybrid on-site role.
The role emphasizes analytical problem solving, strong communication with advisors, and attention to detail.
For the Trading Data & Cost Basis Support Specialist position at orionadvisor, we are reviewing applications now.
Join us at orionadvisor as our next Trading Data & Cost Basis Support Specialist in Omaha, NE, United States.
We are currently recruiting a Trading Data & Cost Basis Support Specialist for our team in Omaha, NE, United States.
This is a great opening to take on the Trading Data & Cost Basis Support Specialist role at orionadvisor.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).