Client Support, Alternative Assets (Administrative)
Wintrust is a financial holding company with approximately $50 billion assets under management and traded on the NASDAQ:WTFC. Built on the "HAVE IT ALL" model, Wintrust offers sophisticated technology and resources of a large bank while focusing on providing service-based community banking to each and every customer. Wintrust operates fifteen community bank subsidiaries with over 170 banking locations in the greater Chicago and southern Wisconsin market areas. Additionally, Wintrust operates various non-bank business units including commercial and life insurance premium financing, short-term accounts receivable financing, out-sourced administrative services, mortgage origination and purchase, wealth management services and qualified intermediary services for tax-deferred exchanges.
Why join us?
An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 10 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
With 175+ community bank locations, we offer opportunities to grow and develop in your career
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.
