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Inst Brokerage Sales Asst 1Wells Fargo - Omaha, NEProvides assistance to Institutional Sales Representatives in support of sales activities. Performs a variety of tasks for simple to moderately complex transactions or processes that require general knowledge of institutional brokerage products and services. Monitors and tracks referrals and sales results. Takes and executes simple or routine solicited/unsolicited investment orders in Sales Rep?s absence. Responsibilities include: providing customer service by solving operational issues; supporting the unit?s commitment to customers? satisfaction through fast and courteous service via telephone and written correspondence; and processing customer service requests (address changes, statement copies, etc.). Provides back-up for other desks. Works under moderate supervision. Series 7 license...originally from Wells Fargo - More Tools...
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