WTI Support Team Specialist

About the role

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.

Responsibilities

• Manage large amounts of incoming calls and requests.
• Identify and assess the needs of the caller to achieve satisfaction.
• Build sustainable relationships and trust with sales professionals through open and interactive communication.
• Provide accurate and complete information by using the technology tools and established processes.
• Multitask by handling multiple requests concurrently.
• Participate in the onboarding of new sales professionals by providing on-site support, scheduling, managing, and preparing for client onboarding.
• Provide training to sales professionals on desktop technology and operational processes.
• Go the extra mile to follow up on inquiries from sales professionals to ensure the end solution was met.

Requirements

• Bachelor’s degree, Business, Finance, or Economics, preferred
• FINRA Series 7 and Series 66 required, and insurance license desired
• Proven superior verbal and written communication skills
• Previous experience in an investment-related field, finance, or banking is preferred
• Highly proficient in Microsoft Office Suite (Outlook, Excel, Word, etc.)

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

Pay

The estimated salary range for this role is $50,000 - $65,000, 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.

Schedule

N/A