Job Information
ASSOCIATED BANK NA Investment Sales and Marketing Support in MADISON, Wisconsin
JOB REQUIREMENTS: 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 The Institutional Sales Support Specialist plays a key role in supporting sales efforts and delivering exceptional service to institutional clients. You\'ll assist with sales activities, client onboarding, account administration, and financial research to help the team operate efficiently and effectively. This role offers meaningful exposure to wealth management operations and the opportunity to build skills for future career growth.Key Accountabilities Support sales efforts by researching prospects, preparing proposals, coordinating sales materials, and assisting with new account onboarding. Provide administrative and operational support, including scheduling meetings, preparing correspondence, managing expenses, and maintaining accurate sales and client records. Assist Portfolio Managers by preparing portfolio analysis, investment research, and client review materials. Coordinate client service activities through regular communication, tracking service requests, and preparing reports and review packets. Maintain organized and up-to-date files for clients, prospects, and centers of influence. Collaborate with WMIS colleagues to ensure compliance with processes, standards, and regulatory requirements. Deliver excellent customer service by addressing requests promptly and partnering across teams to resolve issues. Provide backup support to other Sales Support team members, ensuring smooth operations across the department.Education & Experience Required: High school diploma or equivalent combination of education and experience. 2+ years of experience in financial services. Working knowledge of trust, investment, and wealth management products and processes. Preferred: Experience supporting institutional clients or wealth management teams. Strong administrative, communication, and organizational skills. Why You\'ll Love Working Here You\'ll join a supportive,... For full info follow application link. The employment policy of Associated Banc-Corp, and its subsidiaries and affiliates (\"Associated\") provides equal opportunity to all persons. We support a diverse and inclusive work environment where colleagues are respected, treated fairly, and given equal opportunities to perform to their fullest potential. We believe it is only with a diverse and inclusive workplace that the organization can truly perform at its best, carry out its vision, and make a difference for the communities we serve. ***** APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/15963FFD12954451