(wti) Support Team Specialist Ii

Libertyville Bank And Trust

Holland, MI, United States
Base: $50,000 - $65,000; bonus/equity: eligibility...
Hybrid
Technical support and solutions
Onboarding activities of new sales professionals
Problem solve issues for all stakeholders
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, and understanding of the financial markets including knowledge of investment products.
  • Wintrust is proud to serve a variety of unique communities and people from all walks of life, believing that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support its ongoing success.

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 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
  • Onboarding activities of new sales professionals
  • Problem solve issues for all stakeholders
  • Manage large amounts of incoming calls
  • Build sustainable relationships and trust
  • Multitask by handling multiple requests concurrently

Nice-to-have

  • Exceptional communication and organizational skills
  • Quality customer service
  • Teamwork
  • Go the extra mile to follow up

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter