Associate, Special Handling - Fixed Income

Connecting clients to markets – and talent to opportunity. With 5,400+ employees and over 80,000 institutional, commercial, and payments clients, we operate from more than 80 offices across six continents. As a Fortune 100, Nasdaq-listed provider, we connect clients to the global markets – focusing on innovation, human connection, and providing world-class products and services to all types of investors.

About the role

The associate is responsible for assisting senior team members across a variety of operational tasks in support of the fixed income group. Attention to detail and the ability to handle duties across multiple systems/platforms is a must. The individual must also be prepared to cross train within other areas to assist when needed.

Responsibilities

• Setup Accounts and Subaccounts within Internal System
• Allocate trades within Internal System and TOMS
• Call on and help reconcile failing transactions
• Assist in general Operations duties within Fixed Income Group
• Maintain an understanding of team expectations and company policies
• Shared responsibility for team phone and e-mail coverage
• Keep management informed on any unusual requests and potential issues
• Maintain prompt and regular attendance

This list of duties and responsibilities is not intended to be all-inclusive and can be expanded to include other duties or responsibilities that management deems necessary.

Requirements

• Bachelor’s degree in business, finance or related field or equivalent work experience
• Previous work experience in securities related field preferred
• Series 99, or equivalent (or ability to obtain within 6 months of employment)
• Strong critical thinking and analytical skills with high attention to detail
• Excellent organizational and time management skills with the ability to multi-task
• Effective communication skills – oral and written, with an emphasis on customer service
• Proficiency in Microsoft Office applications including, but not limited to Outlook, Excel, Word and PowerPoint
• Ability to take direction, work independently and within a team environment
• Adaptable to change in a highly regulated industry

Pay

This onsite entry-level role in Birmingham, AL offers compensation typical for entry-level financial services positions in the region.

Relocation will not be provided for this position.