Client Services Associate II at Wintrust Financial Corporation

Posted in General Business 8 days ago.

Type: Full-Time
Location: Chicago, Illinois

Job Description:

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, The Chicago Trust Company N.A., 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 $50 billion in assets.

Wintrust is a financial holding company with approximately $50 billion in assets under management and traded on the NASDAQ: WTFC. Built on the "HAVE IT ALL" model, Wintrust offers sophisticated technology and resources of a large bank while focusing on providing service-based community banking to each and every customer. Wintrust operates fifteen community bank subsidiaries with over 170 banking locations in the greater Chicago and southern Wisconsin market areas. Additionally, Wintrust operates various non-bank business units, including commercial and life insurance premium financing, short-term accounts receivable financing, out-sourced administrative services, mortgage origination and purchase, wealth management services, and qualified intermediary services for tax-deferred exchanges.

The Private Wealth Client Services Associate provides comprehensive administrative support to a growing team of internal private banking and portfolio management professionals.  Individuals in this role serve as primary point of contact for other inter-company operational teams across the organization.  Additionally, persons in this role will serve as point of contact for a number of client relationships providing administrative, funds movement, and other servicing responsibilities.

Client Services Associate II

Why join us?

  • An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 8 years) and Employee Recommended award by the Globe & Mail (past 6 years)    

  • Competitive pay and discretionary or incentive bonus eligible

  • Comprehensive benefits package including medical, dental, vision, life, a 401k plan with a generous company match, and tuition reimbursement, to name a few

  • Promote from within culture

Why join this team? 

  • We are a growing team with a fast-paced, collaborative, team-centric, positive culture

  • We employ approximately 300 associates and are responsible for more than $50+ billion of client assets

  • Strong track record of valuing and investing in existing talent by providing opportunities for growth and advancement

  • We hold ourselves accountable to high standards, share wins, and operate ethically

What you will do...

  • Coordinate new client onboarding to the firm’s portfolio management and advisory service platform along with those of complementary external asset managers.  This includes opening accounts and preparing client documentation.

  • 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.

  • Review client account activity to ensure overall accuracy, proper trade settlement and account reconciliation.

  • 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.

  • Identify client account and operational issues and seek timely resolution.

  • Prepare client meeting materials and reports for Portfolio Managers.

  • Ensure data accuracy across numerous internal systems and applications.

  • Coordinate with client’s attorneys, accountants, and other professionals as needed.

  • Meet all firm policy, compliance, and regulatory requirements.


  • Bachelor’s degree in Finance or related field required.

  • 2-5 years of experience in similar role in private wealth management industry.

  • Demonstrated understanding of complex investment and portfolio management products. Knowledge and experience with alternative investments a plus.

  • Confident ability to interact with high net worth individuals.

  • FINRA Series 7 and 66 licenses required, or willingness to obtain in timely manner.

  • Exceptional verbal and written skills; detail-oriented and highly organized with proactive follow-up skills and strong client focus.

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

  • Strong capability to work collegially with various internal partners while maintaining a strong sense of accountability to the team.A

  • Ability to work with multiple portfolio managers and prioritize tasks while maintaining exceptional service to all clients.

  • Knowledge of bank products a plus.

  • Salesforce experience a plus.

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

E.O.E Statement

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 be Chicago’s Bank® and Wisconsin's Bank®, we need to reflect that diversity both in all the communities we serve, the people we employ, the organizations we work with, and our banking and lending practices. 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, national origin, sex, sexual orientation, gender identity and expressions, genetic information, marital status, age, disability, or status as a covered veteran or any other characteristic protected by law.

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