Wealth Client Services Associate

Wintrust Financial Corporation; Chicago, Northern (IL, KY); Hybrid; USD 59,000 - 77,000; Full time

Benefits offered by this job

Medical Insurance

Dental

Vision

Life insurance

401(k) with company match

Parental Leave

EAP

FSA

Employee Stock Purchase Plan

Job summary

Wintrust Financial Corporation seeks a client-focused professional to support Relationship Managers in daily client and consultant needs, coordinating across departments for timely responses. You will assist onboarding, transitions, and lifecycle events while ensuring compliance with internal procedures.

Position involves preparing client materials, coordinating with portfolio managers and external asset managers, and maintaining accurate data across systems.

Qualifications

• Bachelor's degree in finance or related field required.
• 2-5 years of experience in a similar role in private wealth management.
• Understanding of complex investment and portfolio management products.
• Knowledge and experience with alternative investments a plus.
• Able to interact with high-net-worth individuals.
• FINRA Series 7 and 66 licenses required, or willingness to obtain promptly.
• Excellent verbal and written communication; detail-oriented and organized.

Responsibilities

• Support Relationship Managers in day-to-day client and consultant needs, coordinating with other departments to ensure timely responses.
• Assist with client account onboarding, terminations, transitions, and lifecycle events, ensuring compliance with internal procedures.
• Coordinate development of client and consultant presentation materials with accurate performance and client statistics.
• Elevate sensitive client issues to the CEO and Relationship Managers and coordinate timely responses.
• Work with Operations to process client cash flow requests and maintain workflow efficiency.
• Participate in cross-functional projects to enhance client experience.
• Coordinate onboarding to the portfolio management platform and related external asset managers, including account openings and documentation.
• Perform ongoing account maintenance including disbursements, transfers, gifting, and updates.
• Review account activity for accuracy, settlements, and reconciliation.
• Communicate client relationship updates with internal partners.
• Identify and resolve client/account operations issues promptly.
• Prepare client meeting materials and reports for Portfolio Managers.
• Ensure data accuracy across internal systems and applications.
• Coordinate with client’s attorneys, accountants, and other professionals as needed.

Skills

Wealth management experience

High-net-worth client interaction

Regulatory compliance awareness

Independent with proactive follow-up

Education

Bachelor's degree in finance or related field

Tools

Salesforce

Job description

Wintrust Financial Corporation seeks a client-focused professional to support Relationship Managers in daily client and consultant needs, coordinating across departments for timely responses. You will assist onboarding, transitions, and lifecycle events while ensuring compliance with internal procedures.

Position involves preparing client materials, coordinating with portfolio managers and external asset managers, and maintaining accurate data across systems.