(wti) Support Team Specialist Ii

Libertyville Bank And Trust

Holland, MI, United States
Base: $50,000 - $65,000; bonus/equity: eligibility...
On-site
Technical support for desktop technology
Onboarding activities for new sales professionals
Problem-solving for stakeholders
Libertyville Bank and Trust is seeking a Support Team Specialist II to join their Wintrust Investments division in Holland, MI. The role involves providing technical support, onboarding new sales professionals, and ensuring exceptional service within a fast-paced financial services environment

Job Summary

  • A Wintrust Investments (WTI) Support Team Specialist is part of a dynamic team of professionals that operate in a fast-paced environment supporting Wintrust Investments, a division of Wintrust Financial.
  • 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, 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, and Pet Insurance.

Matching Summary

Match Score: 85

Libertyville Bank and Trust is seeking a Support Team Specialist II to join their Wintrust Investments division in Holland, MI. The role involves providing technical support, onboarding new sales professionals, and ensuring exceptional service within a fast-paced financial services environment.

Salary

Base: $50,000 - $65,000; Bonus/Equity: Eligibility to earn an annual bonus; Benefits: Medical, Dental, Vision, Life insurance, Disability Insurance, 401(k) with match, FSA, ESPP, etc.

Skills & Requirements

Must-have

  • Technical support for desktop technology
  • Onboarding activities for new sales professionals
  • Problem-solving for stakeholders
  • Exceptional communication and organizational skills
  • Quality customer service and teamwork
  • Understanding of financial markets and investment products

Nice-to-have

  • Build sustainable relationships and trust
  • Follow up on inquiries to ensure resolution

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, finance, or banking preferred
  • Highly proficient in Microsoft Office Suite

Work Rights

Not specified

Tailored Resume

Cover Letter