AIS Investment Services Sales Assistant
Associated Bank, NA(5 days ago)
About this role
Join Associated Bank’s AIS organization supporting the delivery of investment and insurance solutions. In this role, you'll provide administrative, customer service, and sales support to licensed advisors and their clients, offering a valuable stepping stone into financial services with opportunities for growth.
Required Skills
- Customer Service
- Sales Support
- Financial Transactions
- CRM
- Compliance
- Trade Settlement
- Account Management
- KYC
- Documentation
- Financial Data Entry
Qualifications
- Associate’s Degree in Finance
- Experience in Financial Services
About Associated Bank, NA
associatedbank.comAssociated Bank is a leading financial institution that offers a comprehensive range of banking products and services, including checking and savings accounts, personal loans, mortgages, and wealth management solutions. The bank emphasizes customer convenience with features like online banking, mobile banking, and 24/7 customer support. Known for its dedication to customer service and community involvement, Associated Bank aims to provide tailored financial solutions to meet the diverse needs of its clients.
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