Client Service Associate

19 hours ago

Chicago IL, United States Wintrust Financial Full time

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, Wintrust Private Trust., 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 $62 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 firm? 

  • 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.

At Great Lakes Advisors, 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 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 and opportunities in the firm’s Salesforce CRM system.
  • Work closely with other internal teams including central marketing and technology to constantly improve the use and efficiency of the CRM system.

 

Qualifications

  • Bachelor’s Degree
  • Minimum 2-3 years of experience at an asset management firm
  • Excellent oral and written communication skills
  • Highly organized with exceptional attention to detail and excellent follow-through
  • Self-starter with high initiative and comfort working in a fast-paced environment
  • Positive attitude and strong work ethic
  • Strong interpersonal skills with the ability to partner effectively in a team and build trust and confidence of colleagues
  • Proficient in Microsoft Suite, Word, Excel.  Preferred knowledge of Salesforce and Portia APX

 

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-hybid

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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