Financial Analyst in Strategy & Finance at DMS Logistics, managing FP&A, financial transactions, and administrative processes for a multinational cargo agency.
About the role
- Sales Assistant at Associated Bank providing administrative, customer service, and sales support for investment operations. Grow your career in financial services while assisting licensed advisors and clients.
Responsibilities
- 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.
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