Wealth Management Support & Onboarding Specialist

Wintrust Financial Corporation; Chicago (IL); On-site; USD 50,000 - 65,000; Full time

Benefits offered by this job

Medical Insurance

Dental

Vision

Life insurance

Disability Insurance

401(k) match

FSA

Employee Stock Purchase Plan

Job summary

Wintrust Wealth Management seeks a WT Investments Support Team Specialist to support internal sales professionals and handle desktop technology support, onboarding, and issue resolution in a fast-paced environment.

The role requires strong communication and organizational skills, knowledge of financial markets, and proficiency with Microsoft Office. A Bachelor's degree is required; FINRA 7/66 and an insurance license are preferred, with onsite collaboration in Chicago.

Qualifications

• Bachelor's degree in Business, Finance, or Economics.
• FINRA Series 7 and Series 66 are required.
• Insurance license desired.
• Strong verbal and written communication skills.
• Previous experience in an investment-related field, finance, or banking is preferred.
• Proficiency with Microsoft Office Suite is expected.

Responsibilities

• Manage large amounts of incoming calls and requests.
• Identify and assess caller needs to achieve satisfaction.
• Build sustainable relationships and trust with sales professionals through clear communication.
• Provide training to sales professionals on desktop technology and operational processes.
• Participate in onboarding of new sales professionals by providing on-site support, scheduling, managing, and preparing for client onboarding.
• Provide accurate and complete information using technology tools and established processes.
• Go the extra mile to follow up on inquiries to ensure end solutions are met.

Skills

Project management

Time management

Communication skills

Financial markets knowledge

Customer service

Multitasking

Training

Relationship building

Education

Bachelor's degree in Business/Finance/Economics

FINRA Series 7

FINRA Series 66

Insurance license desired

Tools

Microsoft Office Suite (Outlook, Excel, Word)

Job description

Wintrust Wealth Management seeks a WT Investments Support Team Specialist to support internal sales professionals and handle desktop technology support, onboarding, and issue resolution in a fast-paced environment.

The role requires strong communication and organizational skills, knowledge of financial markets, and proficiency with Microsoft Office. A Bachelor's degree is required; FINRA 7/66 and an insurance license are preferred, with onsite collaboration in Chicago.