Client Support Professional

Wintrust Financial Corporation•Chicago, IL

2d•$50,000 - $65,000•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. The position involves providing administrative support for Lenders with standard portfolios within a specific market, handling daily customer requests, performing loan transactions, troubleshooting client issues, and supporting Relationship Managers. The role requires working in a fast-paced, client-focused environment where multitasking, prioritization, and effective time management are 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.