Provide accurate information using technology tools
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, providing technical support and participating in new hire onboarding.
Employees receive a comprehensive benefits package including medical, dental, vision, life insurance, and a 401(k) with company match.
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
Skills & Requirements
Must-have
Manage large amounts of incoming calls
Handle multiple requests concurrently
Provide accurate information using technology tools
Nice-to-have
Exceptional communication and organizational skills
Build sustainable relationships with sales professionals
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 required
Previous experience in investment-related field preferred