Ais Operations Processing Specialist

Associated Bank

Green Bay, Wisconsin, US
Base: $19.96 - $34.21 ph; bonus/equity: not specif...
Account processing
Transaction record maintenance
Client experience support
Review and process new account documentation to ensure accuracy, completeness, and compliance with internal policies and regulatory requirements

Job Summary

  • Review and process new account documentation to ensure accuracy, completeness, and compliance with internal policies and regulatory requirements.
  • Communicate clearly with internal partners to resolve not in good order (NIGO) items and prevent processing delays.
  • Associated Bank is committed to your growth, offering opportunities to expand your skills and advance your career in financial services.

Matching Summary

Review and process new account documentation to ensure accuracy, completeness, and compliance with internal policies and regulatory requirements.

Salary

Base: $19.96 - $34.21 per hour; Bonus/Equity: Not specified; Benefits: Core traditional benefits, retirement savings, PTO, well-being programs, parental leave, ESPP, personal banking, loan, investment and insurance benefits

Skills & Requirements

Must-have

  • Account processing
  • Transaction record maintenance
  • Client experience support
  • Regulatory compliance
  • Risk mitigation

Nice-to-have

  • Collaborative team environment
  • Continuous improvement focus
  • Growth and development encouragement

Key Requirements

  • Associate’s degree or equivalent
  • 1+ years financial services experience
  • Bachelor’s degree preferred
  • 3+ years brokerage operations preferred
  • Series 7 and/or Series 66 licenses preferred
  • FINRA, SEC, and state regulator registration required

Work Rights

Not specified

Tailored Resume

Cover Letter