Wintrust Financial Corporation · 3 months ago
(WTI) Support Team Specialist II
Holland, MI
Full-time
Hybrid
Mid Level
$50K/yr - $65K/yrWintrust Financial Corporation is a financial services company that serves the needs of private clients, including high net worth individuals and institutions. They are seeking a Support Team Specialist to act as a liaison for internal sales professionals, providing technical support and solutions while participating in onboarding activities and problem-solving for stakeholders.
Financial ServicesWealth Management
Responsibilities
Strong project management skills
Time management and organizational skills
Understanding of the financial markets including knowledge of investment products
Manage large amounts of incoming calls and requests
Identify and assess the needs of the caller to achieve satisfaction
Build sustainable relationships and trust with sales professionals through open and interactive communication
Provide accurate and complete information by using the technology tools and established processes
Multitask by handling multiple requests concurrently
Participate in the onboarding of new sales professionals by providing on-site support, scheduling, managing, and preparing for client onboarding
Provide training to sales professionals on desktop technology and operational processes
Go the extra mile to follow up on inquiries from sales professionals to ensure the end solution was met
Qualification
Required
Bachelor's degree, Business, Finance, or Economics, preferred
FINRA Series 7 and Series 66 required, and insurance license desired
Proven superior verbal and written communication skills
Highly proficient in Microsoft Office Suite (Outlook, Excel, Word, etc.)
Preferred
Previous experience in an investment-related field, finance, or banking is preferred
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
Company
Wintrust Financial Corporation
Wintrust Financial Corporation delivers sophisticated financial capabilities with a community bank personality across its businesses in banking, specialty finance, and wealth management.
Founded in 1995
5001-10000 employees
H1B Sponsorship
Wintrust Financial Corporation has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (26)
2024 (15)
2023 (19)
2022 (27)
2021 (10)
2020 (7)
Funding
Current Stage
Public CompanyTotal Funding
$683MKey Investors
CIVC Partners
2025-05-08Post Ipo Equity· $425M
2022-06-07Post Ipo Equity· $258M
2020-05-05IPO
Leadership Team
Timothy Crane
President and Chief Executive Officer
Recent News
2026-01-03
The Magnificent Mile Association
2025-11-11
Company data provided by crunchbase