Client Support Professional (Administrative)
Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol “WTFC.”
Why Join Us?
An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 9 years) and Employee Recommended award by the Globe & Mail (past 6 years).
Competitive pay and discretionary or incentive bonus eligible
Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few.
Family-friendly work hours.
With 175+ community bank locations, we offer opportunities to grow and develop in your career.
Promote from within culture.
Position Overview:
We are seeking a highly motivated and detail-oriented Client Support Professional (CSP) to join the Private Client team. In this role, you will be the primary point of contact for our clients, providing timely, accurate, and exceptional client service.
What you'll do:
Coordinate all facets of onboarding new clients to the firm's portfolio management and advisory service platforms along with those of complementary external asset management organizations. These duties include but not limited to opening new accounts and preparing client documents in accordance with internal operational and regulatory processes and procedures.
Perform on-going account maintenance including but not limited to funds disbursements, facilitating wire and ACAT transfers, executing security transactions, assisting in client gifting of securities, as well as handling client account updates such as investment objective changes, name/address changes etc.
Review client account activity daily to ensure overall accuracy, proper trade settlement and account reconciliation.
Provide clear, on-going, multi-stage on-boarding activity updates and progress communication to internal client relationship management team stakeholders and outside clients.
Assist with development and implementation of operational and workflow improvements to maximize efficiency and effectiveness of client service support in order to ensure a high level of client and team member satisfaction.
Identify problems immediately and escalate issues to management to seek timely resolution.
Meet all firm policy, compliance, and regulatory requirements.
Qualifications:
Bachelor's degree in Business, Finance, or related field required.
2-5 years of experience in similar role in private wealth management industry.
FINRA Series 7/63 license or willingness to complete preferred.
Demonstrated understanding of complex investment and portfolio management products including alternative investments a definite plus.
Confidence and ability to interact with high-net-worth individuals.
Exceptional verbal and written skills; detail-oriented and highly organized with proactive follow-up skills and strong client focus.
Proven ability to work independently and competently handling multiple responsibilities with a high degree of accuracy in a fast-paced, demanding work environment.
Work collaboratively with various internal partners while maintaining a strong sense of accountability to the role and team.
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
Compensation:
The estimated salary range for this role is $42,000 - $58,000, along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate's qualifications, skills, and experience.
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From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.
