Institutional Sales Support Specialist
Share
Job Location:
Madison, OH - USA
Hourly Salary:
$ 17 - 28
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
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 SummaryThe Institutional Sales Support Specialist plays a key role in supporting sales efforts and delivering exceptional service to institutional clients. Youll 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 Youll Love Working Here
Youll join a supportive people-first culture that believes in developing talent and celebrating team success. We offer growth opportunities meaningful work and a collaborative environment where your contributions matter.
Apply today to make an impact and grow your career with Associated Bank!
In addition to core traditional benefits we take pride in offering benefits for every stage of life.
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-focusedColleague Resource Groups.
Competitive salaries with professional development and advancement opportunities.
Bonus benefits including well-being programs and incentives parental leaveanemployee stock purchase plan military benefits and much more.
Personal banking loan investmentand insurance benefits.
Associated Bank serves more than 120 communities throughout Wisconsin Illinois Minnesota and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the our community onFacebookLinkedInandX.
Compliance Statement
Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race religion color sex national origin age sexual orientation gender identity disability or veteran status among other factors.
Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.
Responsible to report ethical concerns as needed to Associated Banks anonymous Ethics Hotline.
Associated Bank provides additional assistance throughout the application interview and hiring process. Please contactif you need an accommodation at any time during the process.
Associated Banc-Corp participates in the E-Verify Program. E-Verify NoticeEnglish or Spanish. Know Your Right to WorkEnglishorSpanish.
Associated Bank isPay Transparencycompliant.
The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including but not limited to work location skills experience education and qualifications for the role.
$17.00 - $28.85 per hourRequired Experience:
IC
Key Skills
- Data Entry
- Customer Service
- Account Executives
- Product Knowledge
- Account Management
- Communication
- CRM
- Salesforce
- Phone Calls
- RFP
- Sales Goals
- Powerpoint
- Technical Support
- Sales Support
About Company
Get your checking account, savings account, or loan at Associated Bank. Online bill pay, online banking, overdraft protection, and more. 24/7/365 customer care.
