Wti Support Team Specialist Ii

Gurnee Bank

Chicago, IL, United States
Base: $50,000 - $65,000; bonus/equity: eligibility...
Hybrid
Technical support and solutions
Manage incoming calls and requests
Build sustainable relationships
Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions

Job Summary

  • Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions.
  • 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.
  • Benefits include Medical Insurance, Dental, Vision, Life insurance, Parental Leave, and a 401(k) with company match.

Matching Summary

Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions.

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

  • Technical support and solutions
  • Manage incoming calls and requests
  • Build sustainable relationships
  • Provide accurate and complete information
  • Handle multiple requests concurrently

Nice-to-have

  • Exceptional communication skills
  • Quality customer service
  • Teamwork and collaboration
  • Go the extra mile

Key Requirements

  • Bachelor’s degree preferred
  • FINRA Series 7 and Series 66 required
  • Insurance license desired
  • Previous investment-related experience preferred
  • Highly proficient in Microsoft Office Suite

Work Rights

Not specified

Tailored Resume

Cover Letter