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60 Orion Jobs Hiring Near You

Orion

FinTech Relationship Consultant

Omaha, NE · On-site

$73 - $110/hr

As we continue to evolve and live our Orion values, we are looking for someone to grow with us. Location It is anticipated that an incumbent in this role will work as a Hybrid employee, with three ...

Orion

Client Support Consultant

Omaha, NE · Hybrid

$72K - $110K/yr

As we continue to evolve and live our Orion values, we are looking for someone to grow with us. Location: It is anticipated that an incumbent in this role will work as a Hybrid employee , with three ...

Orion

Wealth Solutions Product Manager

Mundelein, IL · Hybrid

$104K - $162K/yr

As we continue to evolve and live our Orion values, we are looking for someone to grow with us. It is anticipated that an incumbent in this role will work as a Hybrid employee , with three (3) or ...

Orion

Wealth Solutions Product Manager

Phoenixville, PA · On-site

$104K - $162K/yr

As we continue to evolve and live our Orion values, we are looking for someone to grow with us. It is anticipated that an incumbent in this role will work as a Hybrid employee , with three (3) or ...

Orion

Client Support Consultant

Omaha, NE · On-site

$72K - $110K/yr

As we continue to evolve and live our Orion values, we are looking for someone to grow with us. Location: It is anticipated that an incumbent in this role will work as a Hybrid employee , with three ...

Orion

Wealth Solutions Product Manager

Manhattan, NY · On-site

$105 - $162/hr

As we continue to evolve and live our Orion values, we are looking for someone to grow with us. It is anticipated that an incumbent in this role will work as a Hybrid employee, with three (3) or more ...

Orion

Portfolio Strategy Intern

Lehi, UT · On-site

As we continue to evolve and live our Orion values, we are looking for someone to grow with us. It is anticipated that an incumbent in this role will work as a Hybrid employee , with three (3) or ...

Orion

Customer Experience Representative

Omaha, NE · Hybrid

$20.67 - $29.57/hr

Internal candidates currently aligned to an Orion office location may be given preference; however, internal candidates with varying work arrangements may be considered based on experience and ...

Orion

Customer Service Representative

Omaha, NE · Hybrid

$19.82 - $26.16/hr

As we continue to evolve and live our Orion values, we are looking for someone to grow with us. Please Note: This posting may not refer to a specific open position. As we can regularly hire for this ...

Orion

Premier Technical Account Manager

Lehi, UT · Hybrid

$63K - $95K/yr

As we continue to evolve and live our Orion values, we are looking for someone to grow with us. Location: It is anticipated that an incumbent in this role will work as a Hybrid employee , with three ...

Orion

Customer Success Associate

Omaha, NE · Hybrid

$20.67 - $29.57/hr

Internal candidates currently aligned to an Orion office location may be given preference; however, internal candidates with varying work arrangements may be considered based on experience and ...

Orion

Premier Technical Account Manager

Omaha, NE · Hybrid

$63K - $95K/yr

As we continue to evolve and live our Orion values, we are looking for someone to grow with us. Location: It is anticipated that an incumbent in this role will work as a Hybrid employee , with three ...

Orion

Senior Network Engineer

Omaha, NE · On-site

$108K - $169K/yr

Internal candidates currently aligned to an Orion office location may be given preference; however, internal candidates with varying work arrangements may be considered based on experience and ...

Orion

Renewal Specialist

Omaha, NE · Hybrid

$49K - $71K/yr

As we continue to evolve and live our Orion values, we are looking for someone to grow with us. It is anticipated that an incumbent in this role will work as a Hybrid employee , with three (3) or ...

Orion

Customer Service Representative

Lehi, UT · Hybrid

$19.82 - $26.16/hr

As we continue to evolve and live our Orion values, we are looking for someone to grow with us. Please Note: This posting may not refer to a specific open position. As we can regularly hire for this ...

Orion

Customer Service Representative

Mundelein, IL · Hybrid

$19.82 - $26.16/hr

As we continue to evolve and live our Orion values, we are looking for someone to grow with us. Please Note: This posting may not refer to a specific open position. As we can regularly hire for this ...

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What is it like to work at Orion?

Orion is a company that values collaboration and innovation, fostering a dynamic work environment where employees can share ideas and expertise to drive progress.

Orion's team structure is typically organized around project-based teams, with a flat hierarchy that encourages open communication and cross-functional collaboration. The company's mission is focused on advancing space exploration and scientific research, with a strong emphasis on pushing the boundaries of human knowledge.

Working at Orion may appeal to individuals who are passionate about space exploration and scientific discovery, as the company offers opportunities to contribute to cutting-edge projects and be part of a community that is shaping the future of space travel and research.

What makes Orion an attractive place to work?

Orion is a well-established company in its industry, known for its commitment to innovation and customer satisfaction. The company's workplace culture values collaboration, flexibility, and employee growth, offering opportunities for professional development and skill-building through training programs and mentorship. Joining Orion can provide individuals with a chance to contribute to the company's mission and make a meaningful impact in their field, while also advancing their careers in a dynamic and supportive environment.

What are the most popular titles at Orion?

What are the most popular cities for Orion jobs?

What are the most popular states for Orion jobs?

What are the most popular job types at Orion?

What are the most popular categories at Orion?

Infographic showing various job openings at Orion in the United States as of August 2026, with employment types broken down into 99% Full Time, and 1% Part Time. Highlights an 32% Physical, and 68% Hybrid job distribution.

Client Support Specialist- Trading & Cost Basis

Orion

Omaha, NE • On-site

$23.57 - $34.20/hr

Full-time

Medical, Dental, Vision, Retirement

Posted 17 days ago

Job description

About This Opportunity
As a Client Support Specialist - Trading & Cost Basis, you will support advisors through trading workflows that depend on accurate data, clear system behavior, and confident execution. You will help clients understand how data elements, including cost basis, tax lots, and transaction history, impact trading decisions and results. You will work across Orion's trading platforms and partner closely with internal teams to resolve issues, improve workflows, and support the ongoing evolution of Orion's investment solutions. This role is designed for individuals who enjoy complex problem-solving, system ownership, and delivering high-quality client outcomes. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.
It is anticipated that an incumbent in this role will work as a Hybrid employee, with three (3) or more days each week required on-site at one of the listed office locations.
Candidates should be located within a commutable distance to an office. Internal candidates currently aligned to an Orion office location may be given preference; however, internal candidates with varying work arrangements may be considered based on experience and business needs. Work location is subject to change based on business needs.
In this role, you'll get to:
  • 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
    • 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

We're looking for talent who:
  • Demonstrates a solid understanding of trading workflows and data dependencies
  • Applies strong analytical and troubleshooting skills to resolve client issues
  • Communicates clearly and confidently with advisors
  • Manages multiple requests while maintaining accuracy and attention to detail
  • Takes ownership of assigned work and follows through to completion
  • Works effectively in a collaborative, team-based environment
  • Adapts to changing tools, workflows, and client needs
  • Maintains professionalism and composure in time-sensitive situations
  • Demonstrates accountability, curiosity, and a client-focused mindset
  • Has a minimum of a Bachelor's degree in Finance, Business Administration, Accounting, or a related field preferred
  • Has a minimum of 1-3+ years of experience in financial services, trading operations, investment support, client service, or related roles
  • Has experience supporting trading platforms or investment workflows strongly preferred
  • Has familiarity with cost basis, tax lots, or transaction-level data highly desirable
  • Has knowledge of securities markets, trading rules, and regulatory considerations preferred
  • Has experience working in a FinTech or advisory support environment beneficial
  • Owns and manages relationships with stakeholders directly and works effectively with people at all levels in an organization

#LI-AP1
#LI-Onsite
#LI-Hybrid
Recommended Skills:
Accounting, Accounting Operations, Audit Reviews, Corporate Actions, Cost Accounting, Cost Analysis, Cost Basis Reporting, Cost Reconciliation, Electronic Trading Platforms, Finance, Finance Industry, Financial Calculators, Financial Services, Last In, First Out (LIFO), Regulatory Risk, Taxes, Tax Reconciliation
Salary Range:
$23.57 - $34.20
The pay listed in this posting indicates the estimated pay at the time of this posting; however, may vary depending on geographic location, job-related knowledge, skills, and experience. In addition, Orion offers a competitive benefits package which includes 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 and more.
About Us
At Orion, we achieve our best work when we support one another, staying personally accountable to each other and the clients we serve. We create a welcoming environment where everyone is respected, valued, and heard. Our commitment to create raving fans ensures we consistently exceed client expectations. Thinking differently is in our DNA-we innovate always, push boundaries, and reject the status quo to deliver transformative outcomes. Together, we support one another and see it through to success, driving our collective achievements and those of our clients.

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