AIS Investment Services Sales Assistant

ASSOCIATED BANK NA • Madison, WI • 5h ago

JOB REQUIREMENTS: At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you. Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires. Join Associated Bank\'s AIS organization and play a key role in supporting the delivery of investment and insurance solutions. In this position, you\'ll provide administrative, customer service, and sales support to licensed advisors and their clients. This is a strong opportunity to grow your career in financial services while gaining exposure to investment operations and client relationship management. Note, this is an in-office position with ability to work from home one day per week. Key Accountabilities Support investment and insurance sales by establishing new accounts and maintaining accurate client records. Provide responsive service by answering client questions, processing transactions, and resolving issues. Ensure accurate transaction processing by submitting documentation, monitoring trade settlements, and coordinating with Operations. Maintain compliance by following BSA, KYC/KYA/CIP, and internal risk management policies. Enter financial planning data and CRM notes to support client relationship management. Assist with audits, onboarding new colleagues, and contributing to team or line-of-business projects. Education & Experience Required: Associate\'s Degree in Finance, Business, or equivalent combination of education and experience. Preferred: 1- 2 years of experience in the financial services industry. Why You\'ll Love Working Here At Associated Bank, you\'ll be part of a collaborative team that values integrity, client focus, and continuous learning. We invest in your development and provide opportunities to grow within the organization. Apply today to make an impact. Employment is contingent upon successful registration with FINRA, SEC, and applicable state regulators, including completion of required qualification exams. All offers are contingent upon the successful completion of a background check and review of disclosures required by Form U4. Certain... For full info follow application link. The employment policy of Associated Banc-Corp, and its subsidiaries and affiliates (\"Associated\") provides equal opportunity to all persons. We support a diverse and inclusive work environment where colleagues are respected, treated fairly, and given equal opportunities to perform to their fullest potential. We believe it is only with a diverse and inclusive workplace that the organization can truly perform at its best, carry out its vision, and make a difference for the communities we serve. *** APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/4E99F80F61C34FA7

Similar Jobs

Accounts Receivable Clerk

Robert Half • Madison, WI • 3h ago

Finance, Accounting & Banking

Description We are looking for a detail-oriented Accounts Receivable Clerk to join our team in Madison, Wisconsin. In this long-term contract role, you will play a key part in managing financial transactions, ensuring ac...

3h ago

Go to Apply

Sr Revenue Operations Manager

CRIBL INC • Madison, WI • 4h ago

Finance, Accounting & Banking

JOB REQUIREMENTS: Cribl does differently. What does that mean? It means we are a serious company that doesn\'t take itself too seriously; and we\'re looking for people who love to get stuff done, and laugh a bit along th...

4h ago

Go to Apply

Sr Revenue Operations Manager

CRIBL INC • Madison, WI • 4h ago

Finance, Accounting & Banking

4h ago

Go to Apply

Sr Revenue Operations Manager

CRIBL INC • Madison, WI • 4h ago

Finance, Accounting & Banking

4h ago

Go to Apply

Sr Revenue Operations Manager

CRIBL INC • Madison, WI • 4h ago

Finance, Accounting & Banking

4h ago

Go to Apply

Finance Director

UW-MADISON • Madison, WI • 22h ago

Finance, Accounting & Banking

JOB REQUIREMENTS: Current Employees: If you are currently employed at any of the Universities of Wisconsin, log in to Jobs Hub to apply through the internal application process.Job Category:LimitedEmployment Type:Regular...

22h ago

Go to Apply

Commercial Loan Processor Hybrid

FIRST BUSINESS BANK • Madison, WI • 1d ago

Finance, Accounting & Banking

JOB REQUIREMENTS: Description Position at First Business Bank Join the growing team at First Business Bank as a Commercial Loan Processor - Hybrid! This position has a Hybrid Work Model: 2 days per week at our Madison, W...

1d ago

Go to Apply

Senior Underwriter Loss Mitigation

THE PARK BANK • Madison, WI • 1d ago

Finance, Accounting & Banking

JOB REQUIREMENTS: Description Position Summary: This position is responsible for underwriting residential mortgages and consumer loans to ensure compliance with secondary market, independent investor, mortgage insurance...

1d ago

Go to Apply

Mortgage Advisor

THE PARK BANK • Madison, WI • 1d ago

Finance, Accounting & Banking

JOB REQUIREMENTS: Description Park Bank is seeking a driven and independent Mortgage Advisor to become a valuable member of our team. Join a stellar, top performing team and take our mortgage lending function to further...

1d ago

Go to Apply

Community Lending Mortgage Banker

City National Bank • Madison, WI • 1d ago

Finance, Accounting & Banking

COMMUNITY LENDING MORTGAGE BANKER WHAT IS THE OPPORTUNITY? This position is responsible for sales of first mortgage and concurrent second loan products to existing and potential banking diverse segment clients. Community...

1d ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.