Najnovejša delovna mesta v podjetju Orion

Orion
Orion
4 Indeksirana delovna mesta
1001 – 5000 Zaposleni
Sponzor vizuma H1BFinanceFintechSaaS
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.

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4 novih delovnih mest ta teden
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.

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