Wti Support Team Specialist Ii

BankGlenview

Chicago, IL, United States
Base: $50,000 - $65,000; bonus/equity: eligibility...
Hybrid
Technical support for desktop technology
Onboarding new sales professionals
Manage incoming calls and requests
Wintrust Wealth Management offers comprehensive wealth management solutions to private clients, including high net worth individuals, business owners, and institutions

Job Summary

  • Wintrust Wealth Management offers comprehensive wealth management solutions to private clients, including high net worth individuals, business owners, and institutions.
  • A Support Team Specialist will act as a liaison to internal sales professionals, provide technical support, and participate in onboarding activities.
  • Benefits include Medical, Dental, Vision, Life insurance, 401(k) with company match, and an Employee Stock Purchase Plan.

Matching Summary

Wintrust Wealth Management offers comprehensive wealth management solutions to private clients, including high net worth individuals, business owners, and institutions.

Salary

Base: $50,000 - $65,000; Bonus/Equity: eligibility to earn an annual bonus; Benefits: Medical Insurance, Dental, Vision, Life insurance, AD&D, Disability Insurance, Parental Leave, EAP, 401(k), FSA, ESPP, Critical Illness Insurance, Accident Insurance, Transportation Benefits, Banking Benefits, Pet Insurance

Skills & Requirements

Must-have

  • Technical support for desktop technology
  • Onboarding new sales professionals
  • Manage incoming calls and requests
  • Multitask handling concurrent requests
  • Provide training on technology and processes

Nice-to-have

  • Exceptional communication and organizational skills
  • Quality customer service and teamwork
  • Build sustainable relationships and trust

Key Requirements

  • FINRA Series 7 and Series 66 required
  • Bachelor’s degree preferred
  • Insurance license desired
  • Previous investment-related experience preferred

Work Rights

Not specified

Tailored Resume

Cover Letter