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© All Rights Reserved. ApplyBlast.com
Orion Advisor Solutions
The Client Support Specialist - Trading & Cost Basis provides end‑to‑end assistance for trading and data‑related inquiries, helping advisors understand how cost basis, tax lots, and transaction history affect trading decisions. The role involves troubleshooting discrepancies, guiding clients through Orion’s trading platforms, and coordinating resolutions with internal teams while maintaining high standards of accuracy and client experience.
Orion Advisor Solutions is the premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Orion Advisor Solutions.
3% above the average for this role
Insider Selling: Orion Group (NYSE:ORN) Director Sells $1,095,300.00 in Stock
2 days ago
