Investment Services Sales Assistant

Role Overview

• Support investment and insurance sales by establishing new accounts and maintaining accurate client records.
• Provide responsive service by answering client questions, processing transactions, and resolving issues.
• Ensure accurate transaction processing by submitting documentation, monitoring trade settlements, and coordinating with Operations.
• Maintain compliance by following BSA, KYC/KYA/CIP, and internal risk management policies.
• Enter financial planning data and CRM notes to support client relationship management.
• Assist with audits, onboarding new colleagues, and contributing to team or line-of-business projects.

Requirements

• Associate’s Degree in Finance, Business, or equivalent combination of education and experience.
• 1
• 2 years of experience in the financial services industry.

Benefits

• 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.