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Investment Services Sales Assistant at Associated Bank | JobVerse
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Investment Services Sales Assistant
Associated Bank
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Investment Services Sales Assistant
United States
Full Time
6 days ago
$17 - $29 USD
No H1B
Apply Now
Key skills
CRM
Risk Management
Sales
About this role
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.
Apply Now
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