Exceptional communication and organizational skills
Quality customer service
Teamwork
Wintrust Financial Corporation is seeking a Support Team Specialist II for their Wealth Management division in Holland, MI. The role involves providing technical support, managing communication with internal sales professionals, and assisting with onboarding new team members, requiring strong organizational and project management skills
Job Summary
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.
Provide training to sales professionals on desktop technology and operational processes.
Wintrust Wealth Management is a division of Wintrust, a financial services company with more than $66 billion in assets.
Matching Summary
Match Score: 85
Wintrust Financial Corporation is seeking a Support Team Specialist II for their Wealth Management division in Holland, MI. The role involves providing technical support, managing communication with internal sales professionals, and assisting with onboarding new team members, requiring strong organizational and project management skills.
Salary
Base: $50,000 - $65,000; Bonus/Equity: Eligibility to earn an annual bonus; Benefits: 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
Skills & Requirements
Must-have
Exceptional communication and organizational skills
Quality customer service
Teamwork
Manage large amounts of incoming calls
Build sustainable relationships with sales professionals
Provide accurate and complete information
Multitask by handling multiple requests concurrently
Nice-to-have
Go the extra mile to follow up on inquiries
Understanding of financial markets
Knowledge of investment products
Key Requirements
Bachelor’s degree preferred
FINRA Series 7 and Series 66 required
Proven superior verbal and written communication skills
Previous experience in an investment-related field preferred