Senior Associate - Client Services (Project Management)
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.
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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 Senior Client Service Associate will partner with the Client Service, Operations, Marketing, Sales and Distribution teams as a key internal liaison to provide the highest level of support and service for clients and consultants. This role will report to the Director of Client Service.
Responsibilities (include but are not limited to):
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.
Manage and maintain all client distribution, including ad-hoc requests, client reporting, and client invoicing.
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.
Process client cash flow requests.
Complete of periodic Due Diligence Questionnaires (DDQ) or Request for Information (RFI).
Stewardship of new business opportunities, compiling all required onboarding documentation and coordinating between the client, relationship managers, Investment, Operation, and Compliance teams.
Additional Duties:
Create and update contact information, reporting requirements, meeting notes, activities, and opportunities in the firm's Salesforce CRM system.
Work closely with other internal teams including central marketing and technology to constantly improve the use and efficiency of the CRM system.
Qualifications:
Bachelor's Degree or Equivalent.
Minimum 5-7 years of experience at an asset management firm.
Excellent oral and written communication skills.
Highly organized with exceptional attention to detail and excellent follow-through.
Self-starter with high initiative and comfort working in a fast-paced environment.
Positive attitude and strong work ethic.
Strong interpersonal skills with the ability to partner effectively in a team and build trust and confidence of colleagues.
Proficient in Microsoft Suite: Outlook, Word, Excel, and PowerPoint.
Preferred knowledge of Salesforce and SS&C Advent Suite, specifically Advent Portfolio Exchange (APX).
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.
#LI-REMOTE
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.
