Centralized Sales Assistant

Job description

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...