Wealth Management Client Onboarding Specialist

Wintrust Financial Corporation; Frankfort (KY); On-site; USD 28,000 - 33,000; Full time

Benefits offered by this job

Medical Insurance

Dental

Vision

Life insurance

Disability Insurance

Parental Leave

401(k) with company match

FSA

Employee Stock Purchase Plan

Job summary

Wintrust Wealth Management seeks a Financial Assistant to support our Advisor Team in a Frankfort, IL office. You will provide comprehensive administrative, sales, and client service support to advisors and clients, helping open and maintain accounts, manage paperwork, and produce performance reports.

Responsibilities include preparing client reviews, updating client profiles, and maintaining CRM notes. You will help ensure compliance, act as Office Manager, and foster inter-company

Qualifications

• 3+ years of experience in the financial industry with strong customer service preferred.
• Proficient in Word, Excel, and Outlook; Salesforce and Workday desirable.
• FINRA Series 7 and 66 licenses and Illinois Insurance License preferred.
• Relationship management skills and client-service mindset.
• Strong understanding of a client service environment.

Responsibilities

• Support Financial Advisor team with administrative, sales, and client service tasks.
• Facilitate new client onboarding and manage accounts and paperwork.
• Prepare client reviews and update client profiles.
• Enter CRM notes and ensure compliance files are up to date.
• Act as Office Manager; order supplies and keep materials current.
• Deepen inter-company relationships and manage banker referrals in Salesforce.
• Deliver a service environment focused on client experience.
• Handle client communications and mailings.

Skills

Client service

Relationship management

Communication

Education

FINRA Series 7 & 66 licenses

Illinois Insurance License (preferred)

Tools

Salesforce

Workday

Microsoft Word

Excel

Outlook

Job description

Wintrust Wealth Management seeks a Financial Assistant to support our Advisor Team in a Frankfort, IL office. You will provide comprehensive administrative, sales, and client service support to advisors and clients, helping open and maintain accounts, manage paperwork, and produce performance reports.

Responsibilities include preparing client reviews, updating client profiles, and maintaining CRM notes. You will help ensure compliance, act as Office Manager, and foster inter-company