Centralized Sales Assistant

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.

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.

• 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.

• 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.

• 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.

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.

• 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 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 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.