at Wintrust Financial Corporation in Chicago, Illinois, United States
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.
Great Lakes Advisors
Great Lakes Advisors, LLC is an SEC-registered Investment Advisor headquartered in Chicago, Illinois with additional offices in Tampa, Florida and Stamford, CT. Established in 1981, Great Lakes Advisors, LLC manages and advises on assets for the full range of both institutional and private wealth clients. We offer actively managed equity, fixed income, and multi-asset strategies to our clients and strive to be a collaborative partner in helping them to attain their investment goals. Great Lakes Advisors, LLC is a wholly owned subsidiary of Wintrust Financial Corporation, a publicly traded financial services company (NASDAQ: WTFC). Operating as a stand-alone investment manager and as a wholly owned subsidiary of WTFC, Great Lakes Advisors LLC has ample resources with the strong balance sheet that Wintrust provides.
Why join us?
- An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 9 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
- Promote from within culture
Why join this team?
- We employ approximately 300 associates and are responsible for more than $25+ billion of client assets
- Strong track record of valuing and investing in existing talent by providing opportunities for growth and advancement
- We hold ourselves to the highest standard of service and integrity in the industry
- We have a strong reputation for quality service and impeccable ethics
What you will do.
The Client Service Associate will partner with the Head of Client Service and the Sales and Distribution team as a key internal liaison to provide the highest level of support and service for clients and consultants. This temporary role will be based in Chicago and report to the Head of Client Service.
- Support RMs 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 and client reporting.
- 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 Head of Client Service and Relationship Managers and coordinate a timely response.
- Coordinate with compliance on client audit and Form 5500 requests.
- Work with the Relationship Managers and Operations on client cash flow requests.
- Create and update contact information, reporting requirements, meeting notes, activities...
Equal Opportunity Employer - minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity
