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Registered Financial Associate
Wintrust
Lake Forest, IL, United States
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Description
One of the most preeminent Chicago-based wealth management firms, Wintrust Investments, LLC, seeks a full-time Registered Financial Associate professional to provide sales and administrative support to a Financial Advisor located in our (West) Lake Forest, Illinois, office.
Responsibilities:
• Provide a full range of services including answering client inquiries for account and portfolio information and handling client requests, acting as the point person for client-related issues.
• Responsibilities include opening and maintenance of client accounts, handling account paperwork, client correspondence, trade execution, asset movement, report generation, cost basis evaluations, and other account related activities.
• Possess relationship management skills and cultivate a service environment targeted towards enhancing the client experience. Thorough understanding of a client service environment is required.
• Analyze/problem solving, both independently and with the advisors.
• Monitor/escalate service issues to ensure a high quality response to clients.
• Possess knowledge on a wide array of financial products and services.
• Other duties, as they arise.
Qualifications
Requirements/Qualifications:
• Bachelor’s degree preferred.
• FINRA Series 7 and Series 66 preferred.
• Working knowledge of Microsoft Word, Excel, Outlook; knowledge of First Clearing system, Morningstar, and Bloomberg desirable.
• Customer service experience in financial industry strongly preferred.
• Exceptional verbal and written communication skills.
Wintrust Financial Corporation (including community banking and financial services subsidiaries) is an Equal Opportunity/Affirmative Action/Veterans/Disability employer.