Fixed Income Operations Advisor

Under direct supervision, uses knowledge and skills obtained through experience and training to acquire and track documentation for account opening, as well as review the documentation and ensure that it meets all of the necessary requirements based on regulations. Assists in special projects as needed by FICM Sales Management. Assist in resolving questions and problems, reports new or unusual issues to a higher level, and communicates effectively with internal or external clients to obtain, clarify, or provide facts and information. Additionally helps with administrative duties such as scheduling meetings, coordinate meeting logistics, processing invoices and performs other duties required.