Financial Associate
Wintrust Wealth Management - Hinsdale, IL

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One of the most preeminent Chicago-based wealth management firms, Wayne Hummer Investments, LLC, seeks a Financial Associate professional to join our sales team to provide sales and administrative support for our Financial Advisors/Sales Team located in Hinsdale, Illinois. This is a part-time temporary-to-permanent position.

Responsibilities:
  • Provide a full range of services including answering client inquiries for account and portfolio information and handling client requests, acting as the point person for client-related issues.
  • Responsibilities include opening and maintenance of client accounts, handling account paperwork, client correspondence, trade execution, asset movement, report generation, cost basis evaluations, and other account related activities.
  • Possess relationship management skills and cultivate a service environment targeted towards enhancing the client experience. Thorough understanding of a client service environment is required.
  • Analyze/problem solving, both independently and with the advisors.
  • Monitor/escalate service issues to ensure a high quality response to clients.
  • Manage Referral Program for bank locations.
  • Responsible for marketing initiatives with the bank charter and develop bank-related activities and training opportunities.
  • Other duties, as they arise.
Requirements/Qualifications:
  • Bachelor’s degree preferred.
  • Working knowledge of Microsoft Word, Excel, Outlook; knowledge of First Clearing system, Morningstar, and Bloomberg desirable.
  • Financial Industry and/or Customer Service experience preferred.
  • Exceptional oral and written communication skills.
Please forward your resume and cover letter to . No recruiters please. EOE.

About this company
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At Wintrust Wealth Management, we provide a broad range of financial services to private clients and institutions. Founded in 1931, we are...