Trust Centralized Services Specialist

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 our Associated Bank Trust Operations team and help ensure a seamless experience for our clients. In this role, you'll process key administrative transactions, support trust administration partners, and ensure accounts are opened, maintained, and closed accurately. This position offers the opportunity to deepen your expertise in trust operations while contributing to a high-impact, client-focused environment.

• Process administrative transactions including account openings, maintenance, asset transfers, cash movements, client communications, and account closings.
• Review incoming forms and documentation to ensure accuracy, completeness, and compliance with policies and regulatory requirements.
• Coordinate receipts, deliveries, transfers, and re-registration of securities, and facilitate proceeds from real estate, insurance, and other assets.
• Monitor the Client Services shared mailbox and distribute work across functional teams, generating and tracking follow‑up reports as needed.
• Facilitate timely and compliant distribution of assets during account closures, ensuring smooth transitions for clients.
• Generate templated client communications such as welcome letters, retention letters, and address updates.
• Initiate on‑demand check printing and ensure proper authorization and documentation.
• Support daily ILIT administration by ensuring timely premium payments and required client notifications.
• Collaborate with business line, compliance, and audit teams to maintain adherence to established procedures and regulatory standards.

Required:

• Bachelor's degree or equivalent combination of education and experience
• 2+ years of experience in the financial industry

Preferred:

• Bachelor's degree
• 2+ years of experience in trust or brokerage operations

At Associated Bank, you'll join a team that values collaboration, growth, and a strong commitment to doing what's right for our clients. You'll have opportunities to advance your skills, contribute to meaningful work, and build a career in a supportive environment.

Apply today to make an impact and grow with us.

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, Linked In and X.

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…