Client Services - Associate II (Sales)
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. Through our four companies, Wintrust Investments LLC, Wintrust Private Trust., Great Lakes Advisors LLC, and The Chicago Deferred Exchange Company LLC, we offer comprehensive wealth management solutions, including investment, trust, and asset management services. Wintrust Wealth Management is a division of Wintrust, a financial services company with more than $66 billion in assets.
Why join us?
An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 11 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 200+ community bank locations, we offer opportunities to grow and develop in your career
Promote from within culture
Position Overview:
The Client Service Associate II will play a key role in supporting client relationships, ensuring timely delivery of reporting, facilitating operational requests, and contributing to an exceptional client experience. This role will partner with Client Service, Operations, Marketing, and Distribution teams to provide the highest level of support and service for clients and consultants. This is a hybrid role based in Chicago and will report to the Director of Client Service
What you'll do:
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.
Manage documentation and data integrity within CRM and reporting systems.
Coordinate and deliver periodic reporting packages and work with internal teams to ensure accuracy.
Coordinate the development of client and consultant presentation materials, ensuring accuracy of performance and client-related statistics.
Identify and escalate any sensitive client issues to the Director of Client Service and Relationship Managers and coordinate a timely response.
Coordinate with the Compliance team on client Audit, Schedule C, and Form 5500 requests.
Work with Operations team to process client cash flow requests.
Complete periodic Due Diligence Questionnaires (DDQ) or Request for Information (RFI) requests.
Participate in cross-functional projects and initiatives that enhance the client experience.
Qualifications:
Minimum 2-3 years of experience in client service or relationship management in the asset management industry.
Bachelor's degree in business, Finance, or related field required.
Proficiency in Microsoft Office Suite (Excel, Word, and PowerPoint); experience with CRM platforms and performance reporting applications preferred.
Excellent written and verbal communication skills.
Exceptional attention to detail and organizational skills.
Strong time management skills – able to prioritize and manage multiple deliverables in a deadline-driven environment.
Client-first mindset with a professional and courteous demeanor.
Collaborative team player who can also take initiative and work independently.
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 $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.
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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.
