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Internal Associate Jobs (NOW HIRING)

Jackson

Client Service Advocate

Lansing, MI · On-site

If you are an internal associate, please login to Workday and apply through My Career. Job Purpose Provides world-class customer service and support to business partners, customers, internal ...

Jackson National Life

Claims Representative

Lansing, MI · On-site

If you are an internal associate, please login to Workday and apply through Jobs Hub. Job Purpose The Claims Representative independently processes non-contestable claim transactions including those ...

Baird

Branch Operations Assistant

Houston, TX · On-site

Answer inquiries from internal associates and business partners in a professional and pleasant manner. Act as a liaison between financial advisors and internal PWM support teams * Assist the Social ...

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Internal Associate information

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$27K

$141.2K

$310.5K

How much do internal associate jobs pay per year?

As of Sep 7, 2026, the average yearly pay for internal associate in the United States is $141,209.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,000.00 and $212,500.00 per year, depending on experience, location, and employer.

What is an internal associate?

Internal Associates are professionals who typically work within financial services firms, such as asset management or investment companies, supporting sales and client relations teams. Their main responsibilities include assisting external sales representatives, managing client accounts, preparing presentations, and providing product information to clients and advisors. Internal Associates often serve as a key point of contact for clients, helping to address inquiries and ensure smooth communication between clients and the firm. This role is a common entry point for those looking to build a career in sales or relationship management within the financial industry.

How does an internal associate typically collaborate with financial advisors and other team members?

Internal Associates frequently work closely with financial advisors, providing them with product information, sales support, and training on new offerings. They also liaise with external wholesalers, marketing teams, and client service representatives to ensure a seamless flow of information and coordinated support. Strong communication skills and a team-oriented mindset are essential, as collaboration drives both client satisfaction and business growth. Regular meetings and shared goals help keep everyone aligned on priorities and performance metrics.

What are the key skills and qualifications needed to thrive as an internal associate, and why are they important?

To thrive as an Internal Associate, you need a solid understanding of financial products, investment concepts, and client service, often supported by a bachelor's degree in finance or related fields. Familiarity with CRM systems, financial planning software, and securities licenses such as Series 7 and 63 are typically required. Strong communication, organizational, and relationship-building skills help Internal Associates excel in supporting external sales teams and interacting with clients. These competencies are crucial for ensuring effective client engagement, accurate information delivery, and seamless collaboration with both internal teams and external partners.

What is the difference between Internal Associate vs Financial Analyst?

AspectInternal AssociateFinancial Analyst
Required CredentialsBachelor's degree, relevant internshipsBachelor's degree in finance, accounting, or related field; CFA or CPA often preferred
Work EnvironmentCorporate offices, internal teamsFinancial institutions, consulting firms, corporate finance departments
Employer & Industry UsageBanking, consulting, corporate sectorsInvestment banks, asset management, corporate finance
Common Search & ComparisonYesYes

Internal Associates typically focus on supporting internal teams within corporations, handling administrative and operational tasks. Financial Analysts analyze financial data, prepare reports, and support investment or business decisions. While both roles require a finance-related degree, Financial Analysts often pursue certifications like CFA or CPA and work more directly with financial data and analysis. Understanding these differences helps job seekers identify the right career path based on their skills and interests.

Is it okay to apply for an internal associate job?

Applying for an internal associate position is generally appropriate if you meet the job requirements and have relevant skills such as communication, organization, and familiarity with company procedures. Internal roles often favor candidates with prior experience within the organization or related industry knowledge. It is important to review the specific qualifications and application instructions provided by the employer.

What cities are hiring for Internal Associate jobs?

Cities with the most Internal Associate job openings:

What are the most commonly searched types of Internal jobs?

The most popular types of Internal jobs are:

What states have the most Internal Associate jobs?

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What job categories do people searching Internal Associate jobs look for?

The top searched job categories for Internal Associate jobs are:

Internal Associate jobs near you
Infographic showing various Internal Associate job openings in the United States as of August 2026, with employment types broken down into 88% Full Time, 10% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $141,209 per year, or $67.9 per hour.

Strategic Support Associate, Operations Process Engineer

Jackson National Life

Lansing, MI • On-site

Other

Re-posted 22 days ago

Job description

If you are an internal associate, please login to Workday and apply through Jobs Hub.
Job Purpose
Jackson's Strategic Support Program (SSP) is designed to provide on-demand staffing to various departments and create a talent pipeline within our organization. As a Strategic Support Associate (SSA), you will join our talented population of associates, performing critical daily business support functions which directly impact the customer experience.The Operations Process Engineer (OPE) SSA will support Jackson's Operations Process Engineering team. They will support a variety of process improvement activities, including assisting with mapping and documentation of workflows, gathering and analyzing operational data, and identifying opportunities for increased quality and efficiency. This individual will also participate in problem-solving and troubleshooting efforts and collaborate with cross-functional teams throughout the entire customer journey.
Essential Responsibilities
  • Assist in mapping and documenting existing Operations processes.
  • Collect, organize, and analyze production and operational data to identify trends and areas for improvement.
  • Support the implementation of process improvement initiatives, including department strategic projects.
  • Participate in root cause analysis and help troubleshoot process-related issues.
  • Collaborate with cross-functional teams, with all levels of associates, to aid in process documentation and project implementation.
  • Contribute to the development and updating of standard operating procedures (SOPs) and work instructions.
  • Maintain accurate records of project activities and findings.
  • Assist with other engineering tasks and projects as assigned.
Other Duties
  • Performs other duties and/or projects as assigned.
Knowledge, Skills and Abilities
  • Demonstrate a willingness to learn business processes and administrative systems.
  • Work well independently and within a team.
  • Basic understanding of engineering principles.
  • Ability to effectively communicate technical and non-technical matters both verbally and in writing.
  • Experience with analyzing data and statistics.
  • Experience with Microsoft Suite with an emphasis in Excel.
  • Working hours:
    • Shifts offered from 8:00am - 6:00pm, Monday-Friday.
    • Minimum requirement of 18 hours per week, maximum of 29.
    • Duration of individual shift segments must be a minimum of 3 hours.
Qualifications
  • Sophomores, Juniors, or Seniors enrolled in a 4-year degree program focused on a STEM discipline strongly preferred, Engineering disciplines or equivalent work experience required.
  • Knowledge of Lean Manufacturing or Six Sigma methodologies preferred.
  • Experience with process documentation tools/software preferred.
  • Experience with automation software (e.g. Robotic Process Automation, PowerAutomate/CoPilot 360) preferred.

Jackson is proud to be an equal opportunity workplace. The Company subscribes to and endorses federal and state laws and regulations relating to equal employment opportunity for all persons without regard to race, color, religion, gender, age, national origin, legally-recognized disability, marital status, legally-protected medical condition, citizenship, ancestry, height, weight, sexual orientation, veteran status, or any other factor not related to the needs of the job. The Company is committed to a policy of equal opportunity. Company facilities and campuses are tobacco-free environments.

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