Wintrust Financial

Client Associate II

Chicago, IL · Mid

Sponsorship not specified$59k-$77kDetected 29 days ago

SalesforceOrganizational Skills

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!

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.

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.

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.

The estimated salary range for this role is $59,000 - $77,000, 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.
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.

This listing is sourced directly from Wintrust Financial's careers page and normalized into a canonical job model.