Client Support Professional

Wintrust•Chicago, IL

1d•Onsite

About The Position

Wintrust is seeking a highly motivated and detail-oriented Client Support Professional (CSP) to join the Private Client team. In this role, you will be the primary point of contact for our clients, providing timely, accurate, and exceptional client service. You will provide administrative support for Lenders with standard portfolios within a specific market. This role involves handling daily customer requests via phone and/or system such as account opening, balance inquiries, and wire processing. You will also perform advances, transfers, payoffs, and paydowns on loans, troubleshoot and investigate customer issues, and onboard new clients. Additionally, you will support Relationship Managers by answering calls, preparing packages, data entry, tracking vendor invoices, and gathering information to resolve issues or complete projects. The position requires troubleshooting issues, answering questions, and working collaboratively with internal teams to resolve client concerns efficiently. You will provide administrative support for 3 - 5 Private Client Bankers with standard portfolios within a specific market, responding promptly to client inquiries via phone, email, chat, or ticketing systems. This role operates in fast-paced, client-focused environments where the ability to multitask, prioritize, and manage time effectively is essential.

Requirements

High School Degree
3+ years of relevant experience in the financial industry and customer service experience strongly preferred
Working knowledge of Microsoft Word, Excel, and Outlook

Responsibilities

Provides Administrative Support for Lenders with standard portfolios within a specific market.
Handle daily customer requests via phone and/or system such as account opening, balance inquiries, and wire processing.
Perform advances, transfers, payoffs, and paydowns on loans.
Troubleshoot and investigate customer issues and onboard new clients.
Support Relationship Managers by answering calls, preparing packages, data entry, tracking vendor invoices, and gathering information to resolve issues or complete projects.
Troubleshoot issues, answer questions, and work collaboratively with internal teams to resolve client concerns efficiently.
Provide administrative support for 3 - 5 Private Client Bankers with standard portfolios within a specific market.
Respond promptly to client inquiries via phone, email, chat, or ticketing systems.
Work in fast-paced, client-focused environments where you will need the ability to multitask, prioritize, and manage time effectively.