Orion dezvoltă tehnologii financiare pentru consultanți financiari și firme de administrare a averii. Software-ul său reunește contabilitatea portofoliilor, informații despre risc, conformitatea, planificarea financiară și gestionarea relațiilor cu clienții, ajutând echipele de consultanță să conecteze obiectivele clienților cu strategiile de investiții. Platforma sprijină și gestionarea personalizată și eficientă din punct de vedere fiscal a portofoliilor și se integrează cu alte instrumente financiare pentru a eficientiza munca consultanților și relațiile cu clienții. Orion oferă resurse educaționale și programe academice pentru consultanții care își dezvoltă afacerile.
Orion Client Support Specialist, Trading and Cost Basis
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.
Descriere
- Respond to trading and data questions by phone, chat, and Salesforce case.
- Help advisors use Orion trading tools, including TOM, Eclipse, Portfolio View Trading, Orion Custom Indexing, Sleeve Trading, and Compare Tool.
- Investigate and resolve discrepancies in trading data, cost basis, tax lots, and transaction history.
- Explain how source data affects trading results, execution behavior, and reporting.
- Manage complex client cases from initial inquiry to resolution, coordinating with internal teams when needed.
- Work service queues while maintaining accuracy, timely responses, and a strong client experience.
- Record case findings and resolutions in line with internal controls and service standards.
- Use established procedures and escalation routes for issues outside the team’s ownership.
Cerințe
- Understand trading workflows and how their data dependencies work.
- Bring strong analytical and troubleshooting abilities.
- Communicate clearly and confidently with financial advisors.
- Handle multiple requests accurately and with close attention to detail.
- Take ownership of tasks and follow them through to completion.
- Work well in a collaborative, team-oriented environment.
- Adapt to evolving tools, processes, and client needs.
- Remain professional and composed when working to tight deadlines.
- Show accountability, curiosity, and a focus on client needs.
- A bachelor’s degree in finance, business administration, accounting, or a related discipline is preferred.
- At least 1–3+ years of experience in financial services, trading operations, investment support, client service, or a related field.
- Experience supporting trading platforms or investment workflows is strongly preferred.
- Familiarity with cost basis, tax lots, or transaction-level data is highly desirable.
- Knowledge of securities markets, trading rules, and regulatory considerations is preferred.
- Experience in fintech or advisory support is beneficial.
- Able to manage stakeholder relationships directly and work effectively with people at all organizational levels.
Beneficii
- Health, dental, vision, and disability coverage starting on the first day.
- 401(k) plan with an employer match.
- Paid parental leave.
- Pet benefits, including pawternity leave and pet insurance.
- Student loan repayment assistance.
- Competitive benefits package.