Position Description

Client Service Associate - Fixed Income Services
Location MN - Minneapolis (Headquarters)
Business Area Fixed Income Sales & Trading
Employment Type Full Time
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Piper Jaffray is seeking a Client Service Associate to join our fixed income services team in Minneapolis.


  • Work with fixed income team to provide sales administrative support to our internal and external partners
  • Provide a high level of customer service by responding to telephone and email inquiries, requests and problems
  • Perform a variety of tasks from simple to complex transactions or processes that require knowledge of fixed income products and services
  • Work closely with sales representatives and registered sales assistants to coordinate setting up sub accounts, allocating trades, processing a variety of account maintenance requests, asset movements and solve operational/settlement differences
  • Serve as backup to sales representatives for allocations when registered sales assistants are out
  • Other duties as assigned


  • 1 - 2 years of industry experience preferred
  • Strong Bloomberg and PC skills, particularly Microsoft Excel
  • Knowledge of Cmore, Commissions, CRM/Sales Force, I-Deal/Ipreo, NetX360 Pershing, Oasys/Alert and MS Office Suite preferred
  • Prioritization and the ability to handle multiple tasks, high volume workload and meet tight deadlines is required
  • Attention to detail and accuracy required
  • Commitment to quality customer service
  • Bachelor's degree in business preferred
  • Series 7 and 63 licenses required, or willingness to obtain


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