Trading Enablement Assistant, Wells Fargo

Trading Enablement Assistant

Wells Fargo

Location:
United States, Salt Lake City ▼
Charlotte

Category:
Finance

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Wells Fargo is seeking a Trading Enablement Assistant for the Investment Contact Center (ICC) to execute securities transactions, provide customer service, and serve as a subject matter expert for securities markets.

Job Responsibility:

Execute and confirm routine securities transactions initiated by customers
Provide quality customer service addressing issues, trading strategies, market terminology, and account status
Identify and recommend opportunities for process improvement and risk control development
Serve as subject matter expert for the securities market
Understand fundamental and technical information affecting the market
Make decisions and resolve issues to meet business objectives
Interpret policies, procedures, and compliance requirements
Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
Interact with internal customers

Requirements:

2+ years of client service or trading experience
Successfully completed FINRA Series 7 and 63 (or 66) examinations
Ability to navigate multiple computer system windows, applications, and search tools
Intermediate Microsoft Office skills
Good attention to detail and accuracy skills
Excellent verbal, written, and interpersonal communication skills
Ability to use empathy to understand client concerns
1+ year of trading experience
Brokerage industry experience
Contact center experience
Ability to process complex transactions and perform extensive research
Ability to discuss digital enhancements

Nice to have:

Brokerage industry experience
Contact center experience
Ability to process complex transactions and perform extensive research
Ability to discuss digital enhancements

Additional Information:

Job Posted:
August 22, 2025

Expiration:
September 21, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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