Multitask by handling multiple requests concurrently
Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions
Job Summary
Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions.
A Support Team Specialist will act as a liaison to internal sales professionals, provide technical support for desktop technology, and participate in onboarding activities.
The role offers comprehensive benefits including medical, dental, vision, life insurance, and a traditional and Roth 401(k) with company match.
Matching Summary
Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions.
Salary
Base: $50,000 - $65,000; Bonus/Equity: Eligibility to earn an annual bonus; Benefits: Medical, Dental, Vision, Life, 401(k) match, FSA, ESPP
Skills & Requirements
Must-have
Strong project management skills
Manage large amounts of incoming calls
Multitask by handling multiple requests concurrently
Nice-to-have
Exceptional communication and organizational skills
Build sustainable relationships with sales professionals
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, finance, or banking preferred