Client Support Specialist – Trading, Cost Basis

Orion

. Provide end-to-end support for trading and data-related inquiries through calls, chats, and Salesforce cases .

Posted 10/12/2026full-timeUnited StatesJunior💰 $24 - $34 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in trading workflows and data dependencies, with strong analytical and troubleshooting skills. Capable of managing multiple requests while maintaining accuracy and a client-focused mindset in a collaborative environment.

Highest-signal resume keywords

Trading WorkflowsAnalytical SkillsClient ServiceTrading PlatformsSecurities Markets Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Trading Data AnalysisCost Basis UnderstandingTax Lots FamiliarityTransaction History InvestigationOrion Trading ToolsSalesforce Case ManagementPortfolio View TradingEclipse TradingCustom IndexingSleeve Trading

Soft Skills

Clear CommunicationAttention to DetailOwnershipProfessionalismCollaboration

Tools & Technologies

SalesforceOrion Trading Tools

Industry Keywords

Financial ServicesTrading OperationsInvestment SupportRegulatory ConsiderationsFinTech

About the role

Key responsibilities & impact

Provide end-to-end support for trading and data-related inquiries through calls, chats, and Salesforce cases
Support advisors using Orion trading tools, including TOM, Eclipse, Portfolio View Trading, Orion Custom Indexing, Sleeve Trading, and Compare Tool
Investigate and resolve discrepancies related to trading data, cost basis, tax lots, and transaction history
Explain how underlying data impacts trading outcomes, execution behavior, and reporting
Own complex client scenarios from initial inquiry through resolution, coordinating with internal partners as needed
Participate actively in service queues while maintaining high standards for accuracy, timeliness, and client experience
Document case outcomes, findings, and resolutions in accordance with internal controls and service expectations
Follow established processes, controls, and escalation paths when issues fall outside service ownership

Requirements

What you’ll need

Solid understanding of trading workflows and data dependencies
Strong analytical and troubleshooting skills
Clear and confident communication with advisors
Ability to manage multiple requests accurately and with attention to detail
Ability to take ownership and follow through to completion
Ability to work effectively in a collaborative, team-based environment
Ability to adapt to changing tools, workflows, and client needs
Professionalism and composure in time-sensitive situations
Accountability, curiosity, and a client-focused mindset
Minimum of a Bachelor's degree in Finance, Business Administration, Accounting, or a related field preferred
Minimum of 1-3+ years of experience in financial services, trading operations, investment support, client service, or related roles
Experience supporting trading platforms or investment workflows strongly preferred
Familiarity with cost basis, tax lots, or transaction-level data highly desirable
Knowledge of securities markets, trading rules, and regulatory considerations preferred
Experience working in a FinTech or advisory support environment beneficial
Ability to own and manage stakeholder relationships directly and work effectively with people at all levels in an organization

Benefits

Comp & perks

Health, dental, vision, and disability coverage on day one
401(k) plan with employer match
Paid parental leave
Pet benefits including pawternity leave and pet insurance
Student loan repayment
Competitive benefits package