Wintrust Financial Corporation · 1 week ago
Associate II - Client Services, Intermediary
Chicago, IL
Full-time
Hybrid
Entry, Mid Level
$50K/yr - $65K/yr
2+ years expWintrust Financial Corporation is a financial services company that has been serving clients since 1931. The Client Service Associate II will support client relationships and ensure timely delivery of reporting while collaborating with various teams to enhance the client experience.
Financial ServicesWealth Management
Responsibilities
Support the Distribution team in all day-to-day client and sponsor needs, coordinating with other departments as needed to ensure a timely response and/or follow through
Support client account onboarding, termination, transitions, and other lifecycle events, ensuring compliance with internal firm procedures and collaborating with all relevant stakeholders
Manage documentation and data integrity within CRM and reporting systems
Coordinate and deliver periodic reporting packages and work with internal teams to ensure accuracy
Coordinate the development of Intermediary presentation materials, ensuring accuracy of performance and client-related statistics
Identify and escalate any sensitive client issues to the Director of Client Services and Sales team to coordinate a timely response
Work with Operations team to process client cash flow requests
Complete periodic Due Diligence Questionnaires (DDQ) or Request for Information (RFI) requests
Participate in cross-functional projects and initiatives that enhance the client experience
Qualification
Required
Minimum 2-3 years of experience in client service or relationship management in the asset management industry
Bachelor's degree in business, Finance, or related field required
Proficiency in Microsoft Office Suite (Excel, Word, and PowerPoint); experience with CRM platforms and performance reporting applications preferred
Excellent written and verbal communication skills
Exceptional attention to detail and organizational skills
Strong time management skills – able to prioritize and manage multiple deliverables in a deadline-driven environment
Client-first mindset with a professional and courteous demeanor
Collaborative team player who can also take initiative and work independently
Preferred
WRAP sponsor or sponsor platforms
UMA and SMA sponsor platforms
Docupace
Salesforce
SS&C Advent
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.
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
2026-01-22
2026-01-21
Company data provided by crunchbase