Associate II - Client Services, Intermediary

About the position 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 $66 billion in assets. 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 With 175+ community bank locations, we offer opportunities to grow and develop in your career Promote from within culture Position Overview: The Client Service Associate II will play a key role in supporting client relationships, ensuring timely delivery of reporting, facilitating operational requests, and contributing to an exceptional client experience. This role will partner with Client Service, Operations, Marketing, and Distribution teams to provide the highest level of support and service for clients and consultants. This is a hybrid role based in Chicago and will report to the Director of Client Services.

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.

Requirements

• 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.

Nice-to-haves

• 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

Apply tot his job Apply To this Job