Wealth Management Client Account Services Associate
Wealth Management Client Account Services Associate
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Salary Not Disclosed
1 Vacancy
Job Description
Zions Bancorporation is one of the nations premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the Best Banks to Work For and as having a top banking team in its list of The Most Powerful Women in Banking. Our customers consistently vote us as the best bank in our local markets. We value our employees and we are committed to search out recognize and create fulfilling opportunities for outstanding people within our organization rewarding them for their contributions to our success. We recognize that banking is a local business and that to be successful we must have very strong ties to the communities we serve and strong relationships with our customers.
With benefits starting on day one 12 bank holidays profit sharing and company-matched 401(k) contributions Zions is dedicated to being an employer of choice in our communities. At Zions the possibilities are endless. You bring the talent; we bring the opportunity.
Role Summary
The Client Account Service Associate (CASA) plays a pivotal role in delivering a consistent and exceptional client experience across defined wealth segments. This role supports multiple Wealth Advisors by executing service activities with precision leveraging data and technology and contributing to a team-based service model. The CASA is instrumental in operational excellence client satisfaction and continuous improvement across the client lifecycle. This role will be located at our downtown Salt Lake City UT location.
General Responsibilities
- Deliver client service aligned to defined segmentation models.
- Utilize Salesforce Financial Services Cloud and integrated workflows to manage service requests and track client interactions.
- Participate in continuous training and development programs based on a tiered skills matrix.
- Contribute to a culture of recognition feedback and shared accountability.
- Support the implementation of best practices and standardized processes through a centralized resource center.
- Assists wealth management advisors and planners in managing and building client relationships.
- Responsible for assisting with the administration of wealth management client accounts across multiple platforms through facilitating new account onboarding monitoring and processing cash flows account maintenance and account closing.
- Assists clients advisors and planners with tactical questions and resolving client account issues.
- Performs various functions associated with account governance compliance and regulatory requests.
- Other duties as assigned.
Qualifications
- Requires High School diploma or equivalent and some years of account servicing sales customer service in the financial services industry or other directly related experience. A combination of experience and education may meet job requirements. College degree preferred.
- Series 7 & 66 (63/65) preferred life and health within the first 180 days of employment also preferred.
- Basic knowledge of financial services industry and products.
- Must have good customer service skills and demonstrate client empathy.
- Solid oral and written communication skills to create relationships with clients.
- Must be detail oriented and be able to work well under pressure and meet deadlines.
- Ability to resolve client account issues.
- Proficient in office software applications.
- Strong aptitude for learning and applying new technologies (e.g. Salesforce FSC data analytics tools Copilot etc).
- Demonstrated ability to work within a team-based service model and contribute to a culture of achievement commitment excellence and synergy.
- Commitment to continuous learning and professional development through structured training tiers.
- Experience in a client-facing financial services role preferred; knowledge of wealth management operations is a plus.
Values & Culture
At Zions Wealth Management we are guided by our mission to build trust and bridge the gap between possibility and reality for our clients. We value achievement commitment excellence and synergy. Our team culture emphasizes autonomy emotional investment and a shared sense of purpose. We believe in recognizing contributions fostering open communication and supporting each team members career journey.
Benefits
- Medical Dental and Vision Insurance - START DAY ONE!
- Life and Disability Insurance Paid Parental Leave and Adoption Assistance
- Health Savings (HSA) Flexible Spending (FSA) and dependent care accounts
- Paid Training Paid Time Off (PTO) and 11 Paid Federal Holidays and any applicable state holidays
- 401(k) plan with company match Profit Sharing competitive compensation in line with work experience
- Mental health benefits including coaching and therapy sessions
- Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business maximum of $5250 per calendar year employees are eligible for the program upon hire
- Employee Ambassador preferred banking products
Required Experience:
IC
Employment Type
Full Time
