Client Support, Alternative Assets at Wintrust Financial Corporation

Posted in Admin - Clerical about 4 hours ago.

Type: Full-Time
Location: Chicago, Illinois





Job Description:

Wintrust is a financial holding company with approximately $62 billion in assets whose common stock is traded on the NASDAQ Global Select Market. Guided by its “Different Approach, Better Results” philosophy, Wintrust offers the sophisticated resources of a large bank while providing a community banking experience to each customer. Wintrust operates more than 200 retail banking locations through 16 community bank subsidiaries in the greater Chicago, southern Wisconsin, west Michigan, northwest Indiana, and southwest Florida market areas. In addition, Wintrust operates various non-bank business units, providing residential mortgage origination, wealth management, commercial and life insurance premium financing, short-term accounts receivable financing/outsourced administrative services to the temporary staffing services industry, and qualified intermediary services for tax-deferred exchanges. Our unique business model is a competitive strength and value driver, powered by our talented colleagues who put our customers first and achieve better results for our clients.

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 annual discretionary 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


  • Promote from within culture


The Relationship Manager Officer is responsible for the client experience by providing high touch support to Financial Markets and Funds clients including client onboarding and servicing of accounts. In this role you'll serve as a liaison between internal contacts such as Treasury Management, Deposit Operations, International Services, and Loan Operations.

        

What You’ll Do


  • Process daily internal and external customer requests via phone and email regarding a variety of matters including wire transfers, information reporting, SWIFT messaging, foreign exchange, and OFAC / BSA


  • Troubleshoot and investigate complex or non-standard client issues


  • Provide administrative support to Relationship Managers by answering calls, preparing documentation packages, ensuring all vendor invoices are paid in a timely manner and gathering information to resolve issues or complete projects


  • Responsible for providing timely responses to client and internal stakeholder inquiries 


Qualifications


  • Bachelor’s degree preferred


  • Minimum 5 years' financial services experience in client service and administrative support, preferably within the alternative assets space


  • High level of interpersonal skills, demonstrating poise, tact, and diplomacy at all times


  • High degree of discretion when handling sensitive and confidential information


  • Strong analytical, organizational, and time management skills


  • Exceptional verbal and written communication skills


  • Proficient in Microsoft Office including Word, Excel, and Outlook; prior experience with FIS a plus


  • Knowledge of banking concepts, practices, and procedures especially as it relates to commercial banking, specifically fund administration


  • Must be flexible and willing to accommodate the client and team needs


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

#LI-AC1

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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