Client Support Specialist- Trading & Cost Basis
$49,026–$71,136 year
HybridLehi, Utah, United States
Job Summary
Provide end-to-end support for trading and data-related inquiries via calls, chats, and Salesforce cases. Support advisors using Orion trading tools and investigate discrepancies involving cost basis, tax lots, and transaction history. Explain how underlying data impacts trading outcomes and coordinate complex client scenarios from initial inquiry through resolution. Document case outcomes and findings while adhering to internal controls and escalation paths. Maintain high standards for accuracy and timeliness within active service queues. This role requires a hybrid schedule with three or more on-site days per week.
Required Qualifications
- Hybrid employee with three (3) or more days each week required on-site at one of the listed office locations
- Located within a commutable distance to an office
- Minimum of a Bachelor's degree in Finance, Business Administration, Accounting, or a related field
- Minimum of 1-3+ years of experience in financial services, trading operations, investment support, client service, or related roles
- 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
Desired Qualifications
- Experience supporting trading platforms or investment workflows
- Familiarity with cost basis, tax lots, or transaction-level data
- Knowledge of securities markets, trading rules, and regulatory considerations
- Experience working in a FinTech or advisory support environment
- Owns and manages relationships with stakeholders directly and works effectively with people at all levels in an organization
- 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
- 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
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