Trust Centralized Services Specialist

Associated Bank - Corp; Green Bay (WI); On-site; USD 25,000 - 43,000; Full time

Job summary

Associated Bank is seeking a Trust Centralized Services Specialist to support trust administration and deliver exceptional client service. You will manage critical account activities, ensure accurate processing, and help maintain regulatory compliance within a collaborative team.

The role emphasizes attention to detail, strong communication, and the ability to handle multiple priorities in a fast-paced financial environment. Join a team committed to service excellence and professional growth.

Qualifications

• Bachelor's degree or an equivalent combination of education and experience.
• 2+ years of experience in the financial services industry.
• Strong attention to detail and ability to manage multiple priorities in a fast-paced environment.
• Strong communication, organizational, and problem-solving skills.

Responsibilities

• Manage trust account openings, maintenance activities, and closures with accuracy and compliance.
• Review client documentation for completeness and regulatory adherence.
• Process cash and asset transfers, securities transactions, distributions, and cost basis adjustments.
• Monitor workflows and open-item tracking for timely completion of requests.
• Coordinate with trust administration, compliance, audit, and partners to resolve issues.
• Generate client communications including welcome letters and notices.
• Facilitate on-demand check processing and distributions with proper controls.
• Support ILIT administration by tracking payments and communications.

Skills

Attention to detail

Communication

Organizational skills

Problem-solving

Education

Bachelor's degree or equivalent (education/experience)

Bachelor's degree

Job description

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.

Join Associated Bank as a Trust Centralized Services Specialist and play a key role in supporting trust administration and delivering exceptional service to our clients. In this role, you'll manage critical account administration activities, ensure accurate processing of transactions, and help maintain compliance with trust and regulatory requirements. This is an excellent opportunity to expand your trust operations expertise and make a meaningful impact within a collaborative team.

Key Accountabilities

• Manage trust account openings, maintenance activities, and account closures while ensuring accuracy and compliance.
• Review client documentation and forms for completeness and adherence to company policies and regulatory requirements.
• Process cash and asset transfers, securities transactions, account distributions, and cost basis adjustments.
• Monitor shared workflows, reporting tools, and open-item tracking to ensure timely completion of requests.
• Coordinate with trust administration, compliance, audit, and other business partners to resolve operational issues.
• Generate client communications, including welcome letters, retention notices, and other account-related correspondence.
• Facilitate on-demand check processing and distribution while maintaining appropriate controls and documentation.
• Support Irrevocable Life Insurance Trust (ILIT) administration by tracking payments, premiums, and required communications.

Education & Experience

Required

• Bachelor's degree or an equivalent combination of education and experience.
• 2+ years of experience in the financial services industry.
• Strong attention to detail and ability to manage multiple priorities in a fast-paced environment.
• Strong communication, organizational, and problem-solving skills.

Preferred

• Bachelor's degree.
• 2+ years of experience in the trust, brokerage, or wealth management industry.
• Knowledge of trust operations, account administration, and fiduciary processes.
• Experience working with regulatory, compliance, and audit requirements.

Why You'll Love Working Here

At Associated Bank, you'll be part of a collaborative team that values accuracy, service excellence, and continuous improvement. We invest in our employees through professional development opportunities, meaningful work, and the chance to build expertise within trust and wealth management operations. If you're looking for a role where your contributions directly support clients and drive business success.

We welcome and encourage applications from all qualified parties, including but not limited to people returning to the workforce, people with disabilities, those without a college degree, and veterans or those with military experience.

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 leave,anemployee 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 Midwest.

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 Bank's anonymous Ethics Hotline.

Associated Bank provides additional assistance throughout the application, interview and hiring process.

Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish Know Your Right to Work English or Spanish.

Associated Bank isPay Transparency compliant.

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.

For certain positions, total compensation may also include incentive, commission, or bonus opportunities not reflected in the posted base pay range.

$18.21 - $31.21 per hour