Institutional Sales Support Specialist

Associated Bank • Madison, WI

3d • $17 - $29

About The Position

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 The Institutional Sales Support Specialist plays a key role in supporting sales efforts and delivering exceptional service to institutional clients. You’ll assist with sales activities, client onboarding, account administration, and financial research to help the team operate efficiently and effectively. This role offers meaningful exposure to wealth management operations and the opportunity to build skills for future career growth.

Requirements

• High school diploma or equivalent combination of education and experience.
• 2+ years of experience in financial services.
• Working knowledge of trust, investment, and wealth management products and processes.

Nice To Haves

• Experience supporting institutional clients or wealth management teams.
• Strong administrative, communication, and organizational skills.

Responsibilities

• Support sales efforts by researching prospects, preparing proposals, coordinating sales materials, and assisting with new account onboarding.
• Provide administrative and operational support, including scheduling meetings, preparing correspondence, managing expenses, and maintaining accurate sales and client records.
• Assist Portfolio Managers by preparing portfolio analysis, investment research, and client review materials.
• Coordinate client service activities through regular communication, tracking service requests, and preparing reports and review packets.
• Maintain organized and up-to-date files for clients, prospects, and centers of influence.
• Collaborate with WMIS colleagues to ensure compliance with processes, standards, and regulatory requirements.
• Deliver excellent customer service by addressing requests promptly and partnering across teams to resolve issues.
• Provide backup support to other Sales Support team members, ensuring smooth operations across the department.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 1,001-5,000 employees