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Banking & Finance

Wealth Management Financial Associate: Client Onboarding & Support

Job in Winnetka, Cook County, Illinois, 60093, USA
Listing for: Wintrust Financial Corporation
Full Time position
Listed on 2025-12-09
Job specializations:
  • Finance & Banking
    Banking & Finance
  • Customer Service/HelpDesk
    Banking & Finance
Job Description & How to Apply Below
A financial services company in Winnetka is seeking a Financial Assistant to support its financial advisors. Responsibilities include client account management, onboarding, and enhancing customer experience while ensuring compliance with procedures. Ideal candidates should have over 3 years in the financial industry and posses strong customer service skills. The role offers competitive pay and a comprehensive benefits package, promoting a team-oriented culture.
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Position Requirements
10+ Years work experience
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