Centralized Sales Assistant

Associated Bank • Brookfield, WI

1d • $17 - $29 • Onsite

About The Position

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.

Requirements

• 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.

Nice To Haves

• 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.

Responsibilities

• 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.

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: Associate degree