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© All Rights Reserved. ApplyBlast.com
Orion Advisor Solutions
The Client Support Specialist - Trading & Cost Basis supports advisors by resolving trading and data-related inquiries, ensuring accurate execution and clear system behavior. This role involves investigating discrepancies in cost basis, tax lots, and transaction history while explaining how underlying data impacts trading outcomes. The specialist collaborates with internal teams to improve workflows and deliver high-quality client outcomes.
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.
Insider Selling: Orion Group (NYSE:ORN) Director Sells $1,095,300.00 in Stock
2 days ago
