Wti Support Team Specialist Ii

Gurnee Bank

Base: $50,000 - $65,000; bonus/equity: eligible fo...
Hybrid
Manage large volumes of incoming calls
Provide desktop technology support
Participate in new sales professional onboarding
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 while providing technical support and managing onboarding activities.
  • The role offers a competitive salary range of $50,000 to $65,000 along with eligibility for an annual bonus and extensive benefits.

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: 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 new sales professional onboarding

Nice-to-have

  • Exceptional communication and organizational skills
  • Build sustainable relationships with stakeholders
  • 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 licenses required
  • Previous experience in investment-related field or banking preferred

Work Rights

Not specified

Tailored Resume

Cover Letter