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AIS Operations Processing Specialist at Associated Bank, NA - ApplyBlast

AIS Operations Processing Specialist

Associated Bank, NA

3 months ago

Green Bay, Wisconsin

Onsite

Full Time

Junior

0 applicants

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About this role

This role involves processing paperwork for new brokerage, mutual fund, annuity, and life insurance accounts while ensuring compliance with established procedures and regulatory standards. The position requires supporting front-office colleagues with operational procedures, resolving transaction errors, and managing trade exceptions and money movement requests. Candidates will also draft functional procedures, update processes, and provide training to new team members.

Responsibilities

Process paperwork for new brokerage and investment accounts
Review account maintenance requests and ensure regulatory compliance
Resolve trade exceptions and money movement rejects
Draft functional procedures and train new colleagues
Report suspicious activity and customer complaints

Skills

Qualifications

Associate's Degree in Financial ServicesSeries 7 Stockbroker ExamSeries 66 License

About Associated Bank, NA

associatedbank.com

Headquarters

Green Bay, Wisconsin, United States

Company Size

1001-5000 employees

Founded

1861

View Profile

Associated 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.