Base: $59,000 - $77,000; bonus/equity: not specifi...
Hybrid
Client service experience in asset management
Proficiency in microsoft office suite
Experience with crm platforms
Wintrust Wealth Management is seeking a Senior Sales Enablement Associate to support their Intermediary Distribution team. The ideal candidate should have 3-5 years of experience in client service within the asset management industry, possess strong organizational skills, and be proficient in Microsoft Office and CRM systems
Job Summary
Wintrust Wealth Management serves the financial needs of private clients with high standards of service and integrity.
The role involves supporting the Intermediary Distribution team with client onboarding and lifecycle events.
Wintrust offers a competitive pay structure along with a comprehensive benefits package.
Matching Summary
Match Score: 85
Wintrust Wealth Management is seeking a Senior Sales Enablement Associate to support their Intermediary Distribution team. The ideal candidate should have 3-5 years of experience in client service within the asset management industry, possess strong organizational skills, and be proficient in Microsoft Office and CRM systems.