Job Description
About this Opportunity:
As a Trading & Cost Basis Client Support Specialist you will serve as the expert-level resource within the cost basis function, responsible for resolving the highest-complexity issues, leading audit and testing initiatives, and driving process and documentation improvements. This role partners cross-functionally with Product, IT, and Operations teams, serves as the subject-matter expert for internal partners across the firm, and provides mentorship and knowledge transfer to Client Support Specialists — Cost Basis. The Senior Client Support Specialist — Cost Basis sets the quality standard for the cost basis function and is accountable for ensuring the team has the tools, knowledge, and processes needed to operate at a high level. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.
Location:
In this role, you’ll get to: