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.
Role Summary
Join Associated Bank’s AIS Centralized Sales Support team and play a key role in delivering exceptional support to financial advisors and clients. In this role, you’ll help streamline investment and insurance operations, support client account management, and contribute to a high-quality client experience. This is a great opportunity to grow your career in financial services while building strong operational and client service expertise.
Key Accountabilities
- Support investment and insurance sales activities by opening new client accounts and maintaining accurate client records.
- Provide responsive service to advisors and clients by answering questions, resolving issues, and processing transactions.
- Manage transaction workflows by submitting documentation, monitoring pending activities, and ensuring timely completion.
- Maintain compliance with banking and regulatory requirements, including BSA and KYC/KYA/CIP standards.
- Coordinate with operations teams to support account maintenance, documentation, and commission processes.
- Enter and maintain financial planning data, CRM updates, and client activity records accurately and efficiently.
- Assist with audit preparation and documentation gathering to support risk management and compliance efforts.
- Collaborate with team members on onboarding, training, and departmental projects as needed.
Education & Experience
Required
- Associate’s degree in Finance, Business, or a related field, or equivalent combination of education and experience.
- Strong organizational, communication, and customer service skills.
- Ability to manage multiple priorities in a fast-paced environment.
Preferred
- Less than 2 years of experience in the financial services industry.
- Experience supporting investment, insurance, or banking operations.
- Familiarity with CRM systems and financial account administration processes.
Why You’ll Love Working Here
At Associated Bank, you’ll be part of a collaborative team that values professional growth, client service, and continuous learning. We offer opportunities to build your financial services expertise while working alongside experienced professionals in a supportive environment.
Apply today to make an impact.
We welcome and encourage applications from all qualified parties, including but not limited to people returning to the workforce, people with disabilities, those without a college degree, and veterans or those with military experience.
In addition to core traditional benefits, we take pride in offering benefits for every stage of life.
Retirement savings including both 401(k) and Pension plans.
Paid time off to volunteer in your community.
Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
Competitive salaries with professional development and advancement opportunities.
Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more.
Personal banking, loan, investment and insurance benefits.
Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest. Join our community on Facebook, LinkedIn and X.
Compliance Statement
Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.
Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.
Responsible to report ethical concerns as needed to Associated Bank’s anonymous Ethics Hotline.
Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the process.
Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish.
Associated Bank is Pay Transparency compliant.
The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.
$17.20 - $29.48 per hour
