Wintrust Financial Corporation Client Services Associate (Wealth Services) in Chicago, Illinois

This job was posted by : For more information, please see: Description The Client Services Associate provides comprehensive support to Portfolio Managers and Investment Advisors. Persons in this role act as a point of contact for clients and other operational employees while adhering to regulatory standards. Job Duties:

+ Serve as first point of contact to efficiently handle incoming requests from clients, Investment Advisors, Portfolio Managers, Private Bankers and other internal partners

+ Review client account activity daily to ensure overall accuracy, proper settlement of transactions and account reconciliation

+ Provide customized reporting and analysis to client, Investment Advisor and/or Portfolio Manager on a regular or ad hoc basis

+ Perform account maintenance including but not limited to opening new accounts, funds disbursements, name/address changes, facilitating ACAT transfers, gifting securities, objective changes, cost updates and entering client directed orders

+ Assist with the development and implementation process of operational improvements to enhance efficiency and effectiveness of client service support for continued client satisfaction

+ Identify problems immediately and escalate issues to management to seek timely resolutions

+ Assist with compliance and record keeping


+ Bachelor's degree in Finance or related field required

+ 1 - 3 years of experience in financial services; client-facing experience a plus

+ FINRA Series 7 & 66 licenses strongly preferred, or required shortly after hire

+ Highly proficient with Microsoft applications (Word, Excel, PowerPoint, etc.)

+ Exceptional verbal and written communication skills; detail-oriented and organized with proactive follow-up skills; strong client focus

+ Capability to partner with various internal groups

+ Proven ability to work independently and competently handle multiple responsibilities with a high degree of accuracy in a fast-paced work environment

Wintrust Financial Corporation (including community banking and financial services subsidiaries) is an Equal Opportunity/Affirmative Action/Veterans/Disability employer. Please forward your resume and cover letter to Lindsey Conner at . VEVRAA Federal ContractorRequest Priority Protected Veteran ReferralsEOE -Veteran /Disabled/Minority/AA/F/M/SO