Senior Fixed Income Client & Trade Ops Associate

First National Bank of Omaha; Greenwood Village (CO); On-site; USD 68,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k plan

Time off

HSA

Employee banking

Growth opportunities

Tuition assistance

Disability insurance

Job summary

Northland is seeking a Senior Fixed Income Associate to provide client onboarding, servicing, and trade execution support within the Institutional Fixed Income sales team. This role emphasizes operational excellence and strong bond math knowledge to aid brokers and clients in a fast-paced environment.

Ideal candidates have 5+ years in financial services, FINRA licenses (SIE, Series 7, Series 63), and a finance-related degree.

Qualifications

• 5+ years in a financial services environment or relevant internships.
• FINRA licenses: SIE, Series 7, Series 63.
• Bachelor’s degree in finance, business, economics, or related field.
• Willingness to learn municipal credit concepts.

Responsibilities

• Onboard and service client accounts with minimal supervision.
• Support brokers in trade execution and monitor confirmations.
• Coordinate with operations for timely account openings and servicing.
• Prepare client-facing materials and account summaries.
• Assist with municipal credit-related client support tasks.

Skills

Excel skills

CRM/OMS tools

Trading platforms

Attention to detail

Analytical mindset

Communication skills

Multi-tasking

Client service orientation

Team collaboration

Regulatory awareness

Education

Bachelor's degree in finance/business/economics

Tools

CRM/OMS systems

Financial systems

Microsoft Excel

Job description

Northland is seeking a Senior Fixed Income Associate to provide client onboarding, servicing, and trade execution support within the Institutional Fixed Income sales team. This role emphasizes operational excellence and strong bond math knowledge to aid brokers and clients in a fast-paced environment.

Ideal candidates have 5+ years in financial services, FINRA licenses (SIE, Series 7, Series 63), and a finance-related degree.