Client Support Professional

Position Overview

We are seeking a highly motivated and detail-oriented Client Support Professional (CSP) to join the Private Client team. In this role, you will be the primary point of contact for our clients, providing timely, accurate, and exceptional client service.

• Provides Administrative Support for Lenders with standard portfolios within a specific market.
• Handle daily customer requests via phone and/or system such as account opening, balance inquiries, and wire processing.
• Perform advances, transfers, payoffs, and paydowns on loans.
• Troubleshoot and investigate customer issues and onboard new clients.
• Support Relationship Managers by answering calls, preparing packages, data entry, tracking vendor invoices, and gathering information to resolve issues or complete projects.
• Troubleshoot issues, answer questions, and work collaboratively with internal teams to resolve client concerns efficiently.
• Provide administrative support for 3-5 Private Client Bankers with standard portfolios within a specific market.
• Respond promptly to client inquiries via phone, email, chat, or ticketing systems.
• Work in fast-paced, client-focused environments where you will need the ability to multitask, prioritize, and manage time effectively.

• High School Degree.
• 3+ years of relevant experience in the financial industry and customer service experience strongly preferred.
• Working knowledge of Microsoft Word, Excel, and Outlook.

• Medical Insurance
• Dental Insurance
• Vision Insurance
• 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

The estimated salary range for this role is $50,000 - $65,000, along with eligibility to earn an annual bonus.

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, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.