
Client Support Representative
OrionSupport Orion clients by phone, chat, and case channels. Troubleshoot platform workflows, document cases, and guide users through Orion products.
Open


Support Orion clients by phone, chat, and case channels. Troubleshoot platform workflows, document cases, and guide users through Orion products.

Support financial advisors using Orion’s trading platforms and help resolve issues involving trading data, cost basis, tax lots, and transaction history. Handle client inquiries from initial contact through resolution.