About this role:
Wells Fargo is seeking a
Senior Cross Asset Sales Assistant, in Atlanta, Georgia. 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.
In this role, you will:- 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
Required Qualifications:- 4+ years of Cross-Asset Sales support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:- 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
Job Expectations:- Ability to work overtime as needed
- Registration for FINRA Security Industry Essentials (SIE) must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
- Registration for FINRA Series 63 (or 66) must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
- Registration for FINRA Series 7 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
Location :- 171 17th St NW Bldg. 100 Atlanta, GA 30363
@RWF22
Pay RangeReflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
Salary is just one component of Wells Fargo's total rewards package. Depending on the role, a Wells Fargo's employee may be eligible for additional forms of compensation, such as sales incentives, discretionary bonuses, and/or equity in the company in the form of Restricted Stock Units (RSUs).
$30.58 - $54.33
Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
- 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
Posting End Date:19 Dec 2024
* Job posting may come down early due to volume of applicants. We Value DiversityAt Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Applicants with DisabilitiesTo request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .
Drug and Alcohol PolicyWells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
