Client Support Specialist: Build Relationships & Solutions

Wintrust Financial Corporation; Northern (KY); Hybrid; USD 50,000 - 65,000; Full time

Benefits offered by this job

Medical Insurance

Dental

Vision

Life insurance

401k with company match

Job summary

Wintrust Financial Corporation is seeking a Client Support Professional in Rosemont, IL. The role focuses on serving as the primary contact for client inquiries via phone and email, and collaborating with sales, credit, and operations to resolve issues promptly.

You will maintain client relationships, provide accurate information, and stay current with product updates. A 1-3 year customer service background and MS Office skills are required.

Qualifications

• 1-3 years of customer service experience, retail or banking preferred.
• Proficient in MS Office Suite (Outlook, Excel, Word, PowerPoint).
• Ability to manage multiple workflows and deadlines.
• Strong verbal and written communication skills.

Responsibilities

• Serve as the primary point of contact for day-to-day client inquiries via phone and email.
• Collaborate with sales, credit, treasury management, and operations to resolve inquiries.
• Build positive relationships with clients to support retention and satisfaction.
• Maintain knowledge of Wintrust products, services, policies, and processes.

Skills

Customer service

MS Office

Communication

Cross-team collaboration

Salesforce (preferred)

Education

High School diploma or equivalent

Tools

Microsoft Office Suite

FIS

FCM

Salesforce

Job description

Wintrust Financial Corporation is seeking a Client Support Professional in Rosemont, IL. The role focuses on serving as the primary contact for client inquiries via phone and email, and collaborating with sales, credit, and operations to resolve issues promptly.

You will maintain client relationships, provide accurate information, and stay current with product updates. A 1-3 year customer service background and MS Office skills are required.