Multitask by handling multiple requests concurrently
Wintrust Wealth Management serves private clients including high net worth individuals and institutions with comprehensive wealth management solutions
Job Summary
Wintrust Wealth Management serves private clients including high net worth individuals and institutions with comprehensive wealth management solutions.
The Support Team Specialist acts as a liaison to internal sales professionals, providing technical support and participating in onboarding activities.
Employees receive benefits including medical insurance, 401(k) with company match, and an estimated salary range of $50,000 - $65,000.
Matching Summary
Wintrust Wealth Management serves private clients including high net worth individuals and institutions with comprehensive wealth management solutions.
Salary
Base: $50,000 - $65,000; Bonus/Equity: Eligibility to earn annual bonus; Benefits: Medical, Dental, Vision, Life, 401(k) match
Skills & Requirements
Must-have
Strong project management skills
Manage large amounts of incoming calls
Multitask by handling multiple requests concurrently
Nice-to-have
Exceptional communication and organizational skills
Build sustainable relationships with sales professionals
Go the extra mile to follow up on inquiries
Key Requirements
Bachelor's degree in Business, Finance, or Economics preferred
FINRA Series 7 and Series 66 required
Previous experience in investment-related field preferred