Wti Support Team Specialist Ii

Countryside Bank

Chicago, IL, United States
Base: $50,000 - $65,000; bonus/equity: eligibility...
Hybrid
Technical support
Desktop technology
Financial markets knowledge
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

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.
  • The responsibilities and skills required for this position include, but are not limited to, Strong project management skills, Time management and organizational skills, Understanding of the financial markets including knowledge of investment products.
  • 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, Pet Insurance.

Matching 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.

Salary

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

Skills & Requirements

Must-have

  • technical support
  • desktop technology
  • financial markets knowledge
  • investment products knowledge
  • manage incoming calls
  • multitask concurrently

Nice-to-have

  • exceptional communication skills
  • organizational skills
  • quality customer service
  • teamwork
  • build sustainable relationships

Key Requirements

  • Bachelor’s degree preferred
  • FINRA Series 7 required
  • FINRA 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