Wti Support Team Specialist Ii

Wintrust Financial Corporation

Base: $50,000 - $65,000; bonus/equity: eligible fo...
Hybrid
Manage large amounts of incoming calls
Participate in new sales professional onboarding
Provide training on desktop technology
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 onboarding activities.
  • The role requires managing multiple requests concurrently while ensuring accurate information delivery through established technology tools.

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, FSA, Stock Purchase Plan

Skills & Requirements

Must-have

  • Manage large amounts of incoming calls
  • Participate in new sales professional onboarding
  • Provide training on desktop technology

Nice-to-have

  • Exceptional communication and organizational skills
  • Build sustainable relationships with stakeholders
  • 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
  • Insurance license desired
  • Previous experience in investment-related field preferred

Work Rights

Not specified

Tailored Resume

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