Wealth Management Client Associate II

Wintrust Financial Corporation; Chicago (IL); On-site; USD 59,000 - 77,000; Full time

Benefits offered by this job

Competitive pay and discretionary orin

Comprehensive benefits package

401k with match

Tuition reimbursement

Parental Leave

Employee Assistance Program

Employee Stock Purchase Plan

Job summary

Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. We support Relationship Managers in day-to-day client needs, onboarding, and portfolio activities, coordinating with governance and operations to deliver timely responses and accurate data.

You will help prepare client materials, maintain client accounts, and ensure compliance with firm procedures while providing outstanding service to a diverse

Qualifications

• Bachelor’s degree in finance or related field required.
• 2-5 years of experience in similar role in private wealth management industry.
• Demonstrated understanding of complex investment and portfolio management products.
• Knowledge and experience with alternative investments a plus.
• Confident ability to interact with high-net-worth individuals.
• FINRA Series 7 and 66 licenses required, or willingness to obtain in timely manner.
• Exceptional verbal and written skills; detail-oriented and highly organized with proactive follow-up skills and strong client focus.
• Proven ability to work independently and competently handle multiple responsibilities with a high degree of accuracy in a fast-paced, demanding work environment.
• Strong capability to work collegially with various internal partners while maintaining a strong sense of accountability to the team.
• Ability to work with multiple portfolio managers and prioritize tasks while maintaining exceptional service to all clients.
• Knowledge of bank products a plus.
• Salesforce experience a plus.

Responsibilities

• Support Relationship Managers in day-to-day client needs.
• Onboard and terminate client accounts with compliance.
• Prepare client and consultant presentation materials.
• Escalate sensitive client issues to the CEO and Relationship Managers.
• Coordinate cash flow requests with Operations.
• Participate in cross-functional projects to improve client experience.
• Coordinate new client onboarding to the firm’s platform and external asset managers.
• Perform on-going account maintenance including funds disbursements, ACAT transfers, and account updates.
• Review client activity for accuracy and trade settlement.

Skills

Relationship management

Communication

Attention to detail

Independent work

Salesforce familiarity

Education

Bachelor’s degree in finance or related field

Tools

Salesforce

MS Office

Job description

Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. We support Relationship Managers in day-to-day client needs, onboarding, and portfolio activities, coordinating with governance and operations to deliver timely responses and accurate data.

You will help prepare client materials, maintain client accounts, and ensure compliance with firm procedures while providing outstanding service to a diverse