Jaunākās vakances uzņēmumā Orion

Orion
Orion
2 Indeksētās vakances
1001 – 5000 Darbinieki
H1B vīzas sponsorsFinansesFintechSaaS
Orion builds financial technology for financial advisors and wealth management firms. Its software brings together portfolio accounting, risk intelligence, compliance, financial planning, and client relationship management, helping advisory teams connect clients’ goals with investment strategies. The platform also supports personalized, tax-efficient portfolio management and integrates with other financial tools to streamline advisors’ work and client relationships. Orion provides educational resources and academy programs for advisors developing their businesses.

Filtri

2 jaunas vakances šonedēļ
Orion

Orion Client Support Specialist, Trading and Cost Basis

Orion

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.

Atvērt