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Investment Services Associate Jobs in Appleton, WI

Nicolet National Bank

Merchant Services Associate

WI · On-site

... investing in their growth and development. This role can be performed at any of our Fox Valley ... The Merchant Services Associate is responsible for supporting the delivery, onboarding, service ...

Associatedbank

Virtual Financial Advisor

Appleton, WI · On-site

$21.64 - $37.09/hr

Associate degree or equivalent combination of education and experience in Business, Finance, Accounting, or a related field. * 5+ years of brokerage, investments, or financial services experience.

Associatedbank

Virtual Financial Advisor

Neenah, WI · On-site

$21.64 - $37.09/hr

Associate degree or equivalent combination of education and experience in Business, Finance, Accounting, or a related field. * 5+ years of brokerage, investments, or financial services experience.

Mister Car Wash

Customer Service Associate

Oshkosh, WI · On-site

$16 - $18/hr

We're scaling nationally and investing in leadership at every level. Our industry-leading training ... service, retail, or hospitality-type roles. * Sell with passion and energy. * Love working with ...

Mister Car Wash

Customer Service Associate

Oshkosh, WI · On-site

$14.25 - $19.75/hr

We're scaling nationally and investing in leadership at every level. Our industry-leading training ... service, retail, or hospitality-type roles. * Sell with passion and energy. * Love working with ...

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All JobsInvestment Services Associate JobsInvestment Services Associate Jobs in Appleton, WI

Investment Services Associate information

See Appleton, WI salary details

$21.5K

$94.7K

$208.3K

How much do investment services associate jobs pay per year?

As of Sep 7, 2026, the average yearly pay for investment services associate in Appleton, WI is $94,717.00, according to ZipRecruiter salary data. Most workers in this role earn between $63,400.00 and $114,600.00 per year, depending on experience, location, and employer.

What is an investment services associate?

An Investment Services Associate is a financial professional who supports investment advisors and clients by assisting with account management, processing transactions, conducting research, and providing customer service. They often work at banks, wealth management firms, or investment companies. Their primary responsibilities include responding to client inquiries, preparing investment reports, ensuring compliance with regulations, and facilitating smooth operations within the investment team. This role is ideal for those interested in finance, customer service, and gaining experience in investment management.

How does an investment services associate typically collaborate with financial advisors and clients?

Investment Services Associates play a critical support role, working closely with financial advisors to ensure client portfolios are managed efficiently. They gather and prepare account documentation, handle client inquiries, and assist with transactions such as trades or transfers. Regular communication with both advisors and clients is essential to resolve issues promptly and maintain high service standards. This teamwork fosters a collaborative environment where associates can learn from more experienced professionals and expand their industry knowledge.

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

To excel as an Investment Services Associate, you need a solid understanding of financial markets, investment products, and client relationship management, often supported by a bachelor's degree in finance or a related field. Familiarity with portfolio management software, CRM systems, and certifications such as FINRA Series 7 or 63 are commonly required. Strong communication, analytical thinking, and attention to detail are vital soft skills for building client trust and ensuring accurate transactions. These competencies are crucial for delivering effective investment solutions and maintaining high client satisfaction in a competitive financial environment.

What is the difference between Investment Services Associate vs Financial Advisor?

AspectInvestment Services AssociateFinancial Advisor
CredentialsTypically requires FINRA Series 7 and 63 licensesOften requires Series 7, 66/63, and CFP certification
Work EnvironmentBank or brokerage firm, supporting client transactionsIndependent or firm-based, providing personalized financial planning
Employer & IndustryFinancial institutions, investment firmsWealth management firms, independent practices
Search & Comparison IntentUnderstanding entry-level roles supporting investmentsSeeking comprehensive financial planning services

Investment Services Associates primarily support transaction processing and client account management within financial institutions, often requiring licensing. Financial Advisors focus on personalized financial planning and wealth management, often holding additional certifications. While both roles serve clients' investment needs, the Associate role is more support-oriented, whereas the Advisor provides comprehensive financial advice.

What job categories do people searching Investment Services Associate jobs in Appleton, WI look for?

The top searched job categories for Investment Services Associate jobs in Appleton, WI are:

Investment Services Associate jobs near you

Merchant Services Associate

Nicolet National Bank

WI • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 9 days ago

Key responsibilities

  • Support the delivery, onboarding, service, and growth of merchant services.

  • Lead client meetings, needs assessments, and relationship calls to recommend payment solutions.

  • Support growth of the merchant services portfolio through prospecting, follow-up, and relationship development activities.

Nicolet National Bank rating

8.1

Company rating: 8.1 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

66th of 175 rated banks

Job description

At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employees feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, Iowa, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development.
This role can be performed at any of our Fox Valley branches.
The Merchant Services Associate is responsible for supporting the delivery, onboarding, service, and growth of merchant services. The role partners with Treasury Management, Commercial Banking, and Retail Banking team members to support client needs, assist with prospecting and relationship development activities, coordinate implementation, and provide a high level of client service. The Merchant Services Associate helps support growth of the Bank's merchant card services portfolio while developing the consultative, sales, product, and relationship management skills needed to progress into a Merchant Services Consultant role.
As a Merchant Services Associate, you will:
  • Partner with Treasury Management, Commercial Banking, and Retail Banking team members to identify merchant services opportunities.
  • Lead client meetings, discovery conversations, needs assessments, relationship calls, follow-up activities, and service discussions to help recommend appropriate card processing, payment acceptance, and point-of-sale solutions to support merchant services growth, retention, and a strong client experience.
  • Support growth of the Bank's merchant services portfolio by prospecting, client follow-up, banker referrals, and relationship development activities.
  • Partner with the Merchant Services Admin to prepare pricing, proposals, applications, and sales presentation materials.
  • Partner with the Merchant Services Admin to coordinate onboarding, installation, training, and implementation activities for credit/debit card processing, terminals, point-of-sale equipment, and related merchant solutions.
  • Provide responsive customer service by resolving merchant service issues in partnership with the Merchant Services Admin, vendors, or internal partners, and ensuring timely follow-up through resolution.
  • Support portfolio maintenance, merchant retention activities, and relationship support in partnership with the Merchant Services Admin to strengthen the client experience and deepen existing relationships.
  • Remain knowledgeable and up to date on merchant services, bankcard products, payment acceptance solutions, e-commerce, industry changes, and the overall business environment.
  • Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet.
  • Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification, including a commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
  • Performs all other duties as assigned.

Qualifications:
  • Associate's or bachelor's degree in Business Administration, Finance, or related field preferred; or related work experience.
  • Prior experience in customer service, retail banking, commercial banking, treasury management, operations, credit, collections, or merchant services preferred.
  • Prior sales experience in merchant services, financial services, or business-to-business client support preferred.
  • Knowledge of bankcard principles, terminals, Visa/Mastercard products and services, point-of-sale solutions, or payment processing preferred.
  • Working knowledge of Microsoft Office, including Excel, Word, Outlook, and PowerPoint.
  • Ability to maintain strict confidentiality.
  • Strong organization, attention to detail, and follow-through.
  • Good verbal and written communication skills, with the ability to interact professionally with clients, bankers, vendors, and internal partners.
  • Interpersonal and relationship-building skills with a client service mindset.
  • Ability to work independently with appropriate guidance while managing multiple priorities and meeting deadlines.
  • Collaborative team player with the ability to partner across Treasury Management, Commercial Banking, Retail Banking, branch teams, vendors, and operations partners.
  • Ability to listen, identify client needs, understand the merchant services and Treasury Management structure of commercial and retail clients, and support consultative recommendations for payment acceptance solutions.
  • Basic knowledge of retail banking, commercial banking, treasury management, payment processing, or merchant services products preferred.
  • Motivated to learn, grow, and develop toward expanded merchant services sales and consulting responsibilities.

Benefits:
  • Medical, Dental, Vision, & Life Insurance
  • 401(k) with a company match
  • PTO & 11 1/2 Paid Holidays

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.
Equal Opportunity Employer/Veterans/Disabled

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