WTI Support Team 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 serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. Since our founding in 1931, we have been helping clients meet their increasingly complex financial goals with the highest standards of service and integrity. Through our four companies, Wintrust Investments LLC, Wintrust Private Trust., Great Lakes Advisors LLC, and The Chicago Deferred Exchange Company LLC, we offer comprehensive wealth management solutions, including investment, trust, and asset management services. Wintrust Wealth Management is a division of Wintrust, a financial services company with more than $66 billion in assets.

A Wintrust Investments (WTI) Support Team Specialist is part of a dynamic team of professionals that operate in a fast-paced environment supporting Wintrust Investments, a division of Wintrust Financial. A Support Team Specialist will act as a liaison to our internal sales professionals, provide technical support and solutions for the firm’s desktop technology, participate in the onboarding activities of new sales professionals, and problem solve issues for all stakeholders of the firm. Expectations include exceptional communication and organizational skills, quality customer service, and teamwork.

Responsibilities

• Strong project management skills.
• Time management and organizational skills.
• Understanding of the financial markets including knowledge of investment products.
• Manage large amounts of incoming calls and requests.
• Identify and assess the needs of the caller to achieve satisfaction.
• Build sustainable relationships and trust with sales professionals through open and interactive communication.
• Provide accurate and complete information by using the technology tools and established processes.
• Multitask by handling multiple requests concurrently.
• Participate in the onboarding of new sales professionals by providing on-site support, scheduling, managing, and preparing for client onboarding.
• Provide training to sales professionals on desktop technology and operational processes.
• Go the extra mile to follow up on inquiries from sales professionals to ensure the end solution was met.

Requirements

• Bachelor's degree, Business, Finance, or Economics, preferred FINRA Series 7 and Series 66 required, and insurance license desired
• Proven superior verbal and written communication skills
• Previous experience in an investment-related field, finance, or banking is preferred
• Highly proficient in Microsoft Office Suite (Outlook, Excel, Word, etc.)

Benefits

• Medical Insurance
• Dental
• Vision
• Life insurance
• Accidental death and dismemberment
• Short-term and long term Disability Insurance
• Parental Leave
• Employee Assistance Program (EAP)
• Traditional and Roth 401(k) with company match
• Flexible Spending Account (FSA)
• Employee Stock Purchase Plan at 5% discount
• Critical Illness Insurance
• Accident Insurance
• Transportation and Commuting Benefits
• Banking Benefits
• Pet Insurance

Compensation

The estimated salary range for this role is $50,000 - $65,000, along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate's qualifications, skills, and experience. #LI-ONSITE

From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.

Wintrust may collect personal information from you in connection with the application process. Wintrust complies with the California Consumer Privacy Act of 2018, and its policy may be found here Click here for Equal Opportunities.