CrawlJobs Logo

Fixed Income Cross Asset Sales Assistant

https://www.wellsfargo.com/ Logo

Wells Fargo

Location Icon

Location:
United States, Charlotte

Category Icon
Category:
Finance

Job Type Icon

Contract Type:
Employment contract

Salary Icon

Salary:

26.59 - 47.26 USD / Hour
Save Job
Save Icon
Job offer has expired

Job Description:

Wells Fargo is seeking a Cross Asset Sales Assistant, in Charlotte, NC. The team you will join is responsible for cross-asset institutional fixed income sales which includes money markets, investment grade credit, municipals, agency debt, treasuries, and other fixed income products with a list of assigned buy-side institutional accounts. As a sales assistant and junior member of the team, you will be tasked with all aspects of supporting the sales team, sales and settlement process and customer service. The desired candidate will have an interest in fixed income markets, strong multitasking and client service skills, and knowledge of operations and trade settlements.

Job Responsibility:

  • Provide assistance to Institutional Fixed Income Sales Representatives in support of sales activities
  • Provide customer service by solving operational issues and ensuring trade settlement
  • Support the commitment to customers' satisfaction through fast and courteous service via telephone and written correspondence
  • Process customer service and internal requests for account maintenance
  • Perform a variety of tasks for transactions or processes that require knowledge of institutional fixed income brokerage products and services
  • Execute solicited/unsolicited investment orders as necessary
  • Provide back-up for sales reps and other desks
  • Monitor and track referrals and sales results
  • Provide training or work direction to junior level staff
  • Proactively identify and mitigate risk

Requirements:

  • 2+ years of Cross-Asset Sales support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • Previous experience with Fixed income or money market products, municipals, agency debt, treasuries and other investment grade fixed income products
  • Active FINRA SIE, 7 and 63 (or 66) licenses available for transfer
  • Prior selling experience in other Capital Markets products also considered
  • Meticulous attention regarding all details, adaptive to a fast-paced environment and able to perform under pressure with high motivation and energy
  • Excellent Microsoft Office skills (Outlook, Word, Excel, PowerPoint)
  • A BS/BA degree or higher in business administration, economics, finance, or related field or equivalent experience

Nice to have:

  • Active FINRA SIE, 7 and 63 (or 66) licenses available for transfer
  • Prior selling experience in other Capital Markets products also considered
  • Meticulous attention regarding all details, adaptive to a fast-paced environment and able to perform under pressure with high motivation and energy
  • Excellent Microsoft Office skills (Outlook, Word, Excel, PowerPoint)
  • A BS/BA degree or higher in business administration, economics, finance, or related field or equivalent experience
What we offer:
  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement

Additional Information:

Job Posted:
June 12, 2025

Expiration:
June 16, 2025

Employment Type:
Fulltime
Work Type:
On-site work
Job Link Share:
Welcome to CrawlJobs.com
Your Global Job Discovery Platform
At CrawlJobs.com, we simplify finding your next career opportunity by bringing job listings directly to you from all corners of the web. Using cutting-edge AI and web-crawling technologies, we gather and curate job offers from various sources across the globe, ensuring you have access to the most up-to-date job listings in one place.