What are the responsibilities and job description for the WTI Support Team Specialist position at Wintrust Financial Corporation?
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.
The responsibilities and skills required for this position include, but are not limited to, the following:
Medical Insurance
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.
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.
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.
The responsibilities and skills required for this position include, but are not limited to, the following:
- 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.
- 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.)
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
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.
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.
Salary : $50,000 - $65,000