Associate Ii - Client Services, Intermediary

Wintrust Wealth Management

Chicago, IL, United States
Base: $50,000 - $65,000; bonus: eligible for annua...
Hybrid
2-3 years client service experience
Asset management industry background
Crm and reporting system proficiency
Wintrust Wealth Management serves high net worth individuals and institutions with comprehensive investment and trust solutions

Job Summary

  • Wintrust Wealth Management serves high net worth individuals and institutions with comprehensive investment and trust solutions.
  • The Client Service Associate II will partner with Distribution, Operations, and Marketing teams to ensure timely delivery of reporting and exceptional client experiences.
  • Employees enjoy an award-winning culture rated a Top Workplace by the Chicago Tribune for 11 consecutive years along with competitive pay and benefits.

Matching Summary

Wintrust Wealth Management serves high net worth individuals and institutions with comprehensive investment and trust solutions.

Salary

Base: $50,000 - $65,000; Bonus: Eligible for annual discretionary bonus; Benefits: Medical, dental, vision, life, 401k match, tuition reimbursement

Skills & Requirements

Must-have

  • 2-3 years client service experience
  • Asset management industry background
  • CRM and reporting system proficiency
  • Microsoft Office Suite expertise
  • Strong attention to detail

Nice-to-have

  • WRAP sponsor platform knowledge
  • SMA/UMA sponsor platform experience
  • Docupace or Salesforce familiarity
  • SS&C Advent application experience
  • Cross-functional project collaboration

Key Requirements

  • Bachelor's degree in business or Finance
  • Minimum 2-3 years in asset management client service
  • Proficiency in Microsoft Excel, Word, and PowerPoint

Work Rights

Not specified

Tailored Resume

Cover Letter