Trust Centralized Services Specialist

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.

Key Accountabilities

• Process administrative transactions including account openings maintenance asset transfers cash movements client communications and account closings.

• Review incoming forms and documentation to ensure accuracy completeness and compliance with policies and regulatory requirements.

• Coordinate receipts deliveries transfers and re-registration of securities and facilitate proceeds from real estate insurance and other assets.

• Monitor the Client Services shared mailbox and distribute work across functional teams generating and tracking follow-up reports as needed.

• Facilitate timely and compliant distribution of assets during account closures ensuring smooth transitions for clients.

• Generate templated client communications such as welcome letters retention letters and address updates.

• Initiate on-demand check printing and ensure proper authorization and documentation.

• Support daily ILIT administration by ensuring timely premium payments and required client notifications.

• Collaborate with business line compliance and audit teams to maintain adherence to established procedures and regulatory standards.

Education & Experience

Required:

• Bachelors degree or equivalent combination of education and experience

• 2 years of experience in the financial industry

Preferred:

• Bachelors degree

• 2 years of experience in trust or brokerage operations

Why Youll Love Working Here

At Associated Bank youll join a team that values collaboration growth and a strong commitment to doing whats right for our clients. Youll have opportunities to advance your skills contribute to meaningful work and build a career in a supportive environment.

Apply today to make an impact and grow with us.

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.