Fidelity Investments

Fixed Income Sales Support Associate

Fidelity Investments

Westlake, TX, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

Are you interested in a dynamic and fast-paced role within the financial services industry? Look no further than Fidelity Investments! We are currently seeking a highly motivated and detail-oriented individual to join our team as a Fixed Income Sales Support Associate. In this role, you will have the opportunity to work alongside experienced professionals and gain valuable knowledge and skills in the fixed income market. If you have a passion for finance, exceptional organizational abilities, and a desire to excel in a client-facing role, we want to hear from you! Keep reading for a detailed description of the position's qualifications and responsibilities.

  1. Provide timely and accurate support to the fixed income sales team, including preparing client presentations, reports, and other materials.
  2. Conduct market research and analysis to support the sales team in identifying potential clients and market opportunities.
  3. Communicate with clients and prospects to gather information and respond to inquiries, providing exceptional customer service.
  4. Collaborate with internal departments such as trading, research, and compliance to ensure smooth and efficient sales processes.
  5. Maintain accurate and up-to-date client and prospect information in the company's CRM system.
  6. Assist in the preparation and execution of fixed income sales events, including conferences and webinars.
  7. Keep up-to-date with industry trends and developments to provide valuable insights and recommendations to the sales team.
  8. Monitor and track sales performance metrics and prepare reports for management.
  9. Act as a liaison between clients and internal teams, ensuring prompt and efficient resolution of any issues or concerns.
  10. Continuously strive to improve processes and procedures to enhance the overall efficiency and effectiveness of the sales team.
Where is this job?
This job is located at Westlake, TX, USA
Job Qualifications
  • Bachelor's Degree In Finance, Economics, Or A Related Field.

  • Strong Understanding Of Fixed Income Products And Markets.

  • Excellent Communication And Interpersonal Skills.

  • Previous Experience In Sales Support Or Client Service Within The Financial Industry.

  • Proficiency In Microsoft Excel And Other Relevant Financial Software.

Required Skills
  • Financial Analysis

  • Communication Skills

  • Market Research

  • Time Management

  • Product knowledge

  • customer service

  • Portfolio Management

  • Teamwork

  • Client Relationship Management

  • Risk

  • Investment Strategies

  • Trade Execution

Soft Skills
  • Communication

  • Conflict Resolution

  • Leadership

  • Time management

  • Interpersonal Skills

  • creativity

  • flexibility

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Fixed Income Sales Support Associate in Westlake, TX, USA is between $65,000 and $85,000 per year. This may vary depending on factors such as the specific company, years of experience, and education level.

Additional Information
Fidelity Investments is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedJanuary 30th, 2024
Apply BeforeMay 22nd, 2025
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About Fidelity Investments

Fidelity Investments Inc., commonly referred to as Fidelity, earlier as Fidelity Management & Research or FMR, is an American multinational financial services corporation based in Boston, Massachusetts.

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