(wti) Support Team Specialist Ii

Downers Grove Bank & Trust Co

Base: $50,000 - $65,000; bonus/equity: eligible fo...
Hybrid
Manage large volumes of incoming calls
Provide desktop technology support
Participate in sales professional onboarding
Wintrust Wealth Management is seeking a Support Team Specialist II to provide technical support and solutions for their internal sales professionals in a fast-paced environment. The ideal candidate should possess strong communication and organizational skills, as well as a background in finance or investment-related fields

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 managing onboarding activities.
  • Employees receive a comprehensive benefits package including medical, dental, vision, life insurance, and a 401(k) with company match.

Matching Summary

Match Score: 85

Wintrust Wealth Management is seeking a Support Team Specialist II to provide technical support and solutions for their internal sales professionals in a fast-paced environment. The ideal candidate should possess strong communication and organizational skills, as well as a background in finance or investment-related fields.

Salary

Base: $50,000 - $65,000; Bonus/Equity: Eligible for annual bonus; Benefits: Medical, Dental, Vision, Life, 401(k) match, FSA, ESPP

Skills & Requirements

Must-have

  • Manage large volumes of incoming calls
  • Provide desktop technology support
  • Participate in sales professional onboarding
  • Strong project and time management skills
  • Multitask handling multiple concurrent requests

Nice-to-have

  • Build sustainable relationships with stakeholders
  • Follow up to ensure end solution met
  • Exceptional communication and organizational skills
  • Teamwork in fast-paced environment

Key Requirements

  • Bachelor's degree in Business, Finance, or Economics preferred
  • FINRA Series 7 and Series 66 required
  • Insurance license desired
  • Previous experience in investment-related field preferred
  • Highly proficient in Microsoft Office Suite

Work Rights

Not specified

Tailored Resume

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