Wintrust Financial
Client Associate II
Chicago, IL · Mid
Sponsorship not specified$59k-$77kDetected 121 days ago
SalesforceOrganizational Skills
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odds of building a lasting career here
39Risky
Cap-exempt (no lottery)0
Sponsors this role90
Entry-level history0
PERM / green-card track0
Lottery odds (Level I)39
Fits your clock70
Thin sponsorship signal and lottery-bound (~15% per draw). A low-probability bet with your clock running. Prioritize cap-exempt roles and proven entry-level sponsors first.
Lottery odds assume a STEM candidate.
Personalize to your clock →Employer immigration record
from this employer's Department of Labor filings
Green-card filing pattern in this occupation
Context, not a finding about this posting: of this employer's 9 green-card filings in this occupation, 100% were for a worker who already held the job.
Green-card follow-through: 86%
Of 7 labor certifications old enough to have been used, 1 expired without the employer filing the next step. Median time from filing to decision: 504 days.100% of their filings were for a worker who already held the job.Only certifications past the 180-day window are counted — recent ones cannot have expired yet.
Sourced from Department of Labor LCA, PERM and prevailing-wage disclosure data. Employer matching is by name, so figures may be split across an employer's legal entities. Absence of a filing means none appears in our copy of the data, not that none exists.
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About the role
- Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions.
- Since our founding in 1931, we have been helping clients meet their increasingly complex financial goals with the highest standards of service and integrity.
- Why join us? - An award-winning culture!
Responsibilities
- Support Relationship Managers in all day-to-day client and consultant needs, coordinating with other departments as needed to ensure a timely response and/or follow through.
- Support client account onboarding, termination, transitions, and other lifecycle events, ensuring compliance with internal firm procedures and collaborating with all relevant stakeholders.
- Perform on-going account maintenance including, but not limited to, funds disbursements, ACAT transfers, gifting of securities, and handling client account updates such as investment objective changes.
- Effectively communicate client relationship updates with internal partners.
- 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.
- 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.
Requirements
- Bachelor's degree in finance or related field required.
- 2-5 years of experience in similar role in private wealth management industry.
- Confident ability to interact with high-net-worth individuals.
- FINRA Series 7 and 66 licenses required, or willingness to obtain in timely manner.
- Proven ability to work independently and competently handle multiple responsibilities with a high degree of accuracy in a fast-paced, demanding work environment.
- Ability to work with multiple portfolio managers and prioritize tasks while maintaining exceptional service to all clients.
- Demonstrated understanding of complex investment and portfolio management products. Knowledge and experience with alternative investments a plus.
- Exceptional verbal and written skills
- detail-oriented and highly organized with proactive follow-up skills and strong client focus.
- Strong capability to work collegially with various internal partners while maintaining a strong sense of accountability to the team.
Nice to have
- Demonstrated understanding of complex investment and portfolio management products.
- Knowledge and experience with alternative investments a plus.
- Knowledge of bank products a plus.
- Salesforce experience a plus.
Compensation
- The estimated salary range for this role is $59,000 - $77,000, along with eligibility to earn an annual bonus.
Benefits
- Medical Insurance
- Life insurance
- Short-term and long term Disability Insurance
- Parental Leave
- Flexible Spending Account (FSA)
- Employee Stock Purchase Plan at 5% discount
- Transportation and Commuting Benefits
Equal opportunity
- Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer.
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This listing is sourced directly from Wintrust Financial's careers page and normalized into a canonical job model.