Orion is looking for a SME Trading Product Specialist to service clients and client support staff by implementing and using the Orion system to improve trade execution.
Requirements
- Has ability to quickly learn new and utilize multiple internal/external trading systems and platforms
- Has proficient skills with Microsoft Office software including Word, Excel, PowerPoint and Outlook.
- Has ability to multi-task while maintaining careful attention to detail in a time sensitive environment
- Has ability to multi-task while maintaining careful attention to detail
- Has knowledge of industry rules and regulations pertaining to various security instruments and markets
- Has knowledge and understanding of anti-money laundering rules and procedures required to maintain compliance
- Obtains Orion Industry Certification
Responsibilities
- Assist in taking inbound calls / chats daily to help train and answer questions clients may have on the Orion trading platform
- Quickly identify trading system issues and partner with programming and trading leadership and deliver a resolution to clients
- Demonstrate the ability to be an advocate for clients by receiving feedback and providing system enhancement suggestions through Jira
- Support multiple Orion Trading Functionalities and platforms – Including but not limited to TOM, Eclipse, Portfolio View Trading, Orion Custom Indexing, Sleeve trading, and Compare Tool
- Collaborate effectively with internal teams and external clients, providing support across business functions as needed
- Cross-train and adapt to meet evolving business needs
Other
- Candidates must work in-office at one of the following locations for at least 3 days per week: Omaha, NE; Berwyn, PA; Hebron, KY; Lehi, UT.
- Assist with additional training needs by participating in Home Office Visits, travel to client offices, and attend conferences such as Ascent
- Maintain expected service levels and high-quality engagements as measured by Glia, cases, and NPS surveys
- Works effectively both individually and within a team environment
- Has a Bachelor's degree in Business Administration, Finance or related field