WTI Support Team Specialist II

Wintrust•Chicago, IL

32d•$50,000 - $65,000•Hybrid

About The Position

Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. Since our founding in 1931, we have been helping clients meet their increasingly complex financial goals with the highest standards of service and integrity. Through our four companies, Wintrust Investments LLC, Wintrust Private Trust., Great Lakes Advisors LLC, and The Chicago Deferred Exchange Company LLC, we offer comprehensive wealth management solutions, including investment, trust, and asset management services. Wintrust Wealth Management is a division of Wintrust, a financial services company with more than $66 billion in assets. A Wintrust Investments (WTI) Support Team Specialist is part of a dynamic team of professionals that operate in a fast-paced environment supporting Wintrust Investments, a division of Wintrust Financial. A Support Team Specialist will act as a liaison to our internal sales professionals, provide technical support and solutions for the firm’s desktop technology, participate in the onboarding activities of new sales professionals, and problem solve issues for all stakeholders of the firm. Expectations include exceptional communication and organizational skills, quality customer service, and teamwork. The responsibilities and skills required for this position include, but are not limited to, the following:

Requirements

Bachelor’s degree, Business, Finance, or Economics, preferred
FINRA Series 7 and Series 66 required, and insurance license desired
Proven superior verbal and written communication skills
Previous experience in an investment-related field, finance, or banking is preferred
Highly proficient in Microsoft Office Suite (Outlook, Excel, Word, etc.)

Responsibilities

Strong project management skills.
Time management and organizational skills.
Understanding of the financial markets including knowledge of investment products.
Manage large amounts of incoming calls and requests.
Identify and assess the needs of the caller to achieve satisfaction.
Build sustainable relationships and trust with sales professionals through open and interactive communication.
Provide accurate and complete information by using the technology tools and established processes.
Multitask by handling multiple requests concurrently.
Participate in the onboarding of new sales professionals by providing on-site support, scheduling, managing, and preparing for client onboarding.
Provide training to sales professionals on desktop technology and operational processes.
Go the extra mile to follow up on inquiries from sales professionals to ensure the end solution was met.