Fixed Income Institutional Brokerage Sales Assistant, Wells Fargo

Wells Fargo

Location:
United States, El Segundo

Category:
Finance

Contract Type:
Employment contract

Salary:

29.23 - 52.02 USD / Hour

Save Job

Job offer has expired

Job Description:

Wells Fargo is seeking an Institutional Brokerage Sales Assistant. The team is responsible for cross-asset institutional fixed income sales which includes investment grade credit, structured products (MBS, ABS, CMBS, CLO), munis, agency debt, treasuries, and other fixed income products with a list of assigned buy-side institutional accounts. Responsibilities include supporting the sales team, sales and settlement process and customer service while working in a fast-paced trading floor atmosphere.

Job Responsibility:

Provide assistance to Institutional Sales Representatives in support of sales activities primarily for Financial Institutions
Perform a variety of tasks for moderately complex to complex transactions or processes that require in-depth knowledge of institutional fixed income brokerage products and services
Monitor and track referrals and sales results
Execute solicited/unsolicited investment orders as necessary
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
Provide back-up for sales reps and other desks
Provide training or work direction to junior level staff
Proactively identify and mitigate risk
Work under minimal supervision.

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 other structured products (MBS, ABS, CMBS, CLO etc.), municipals, agency debt, treasuries and other investment grade fixed income products
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
Current knowledge of and/or FINRA licenses extremely helpful (particularly FINRA Series 7)
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
Ability to work overtime as needed.

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:
May 30, 2025

Expiration:
June 02, 2025

Employment Type:

Fulltime

Work Type:

On-site work

View All Jobs In This Company

Job Link Share:

Fixed Income Institutional Brokerage Sales Assistant

Wells Fargo

Location:United States, El Segundo

Category:Finance

Contract Type:Employment contract