Senior Wealth Management Client Account Services Associate
Not Disclosed•Full-TimeOn-site
location_on418, Winchester Street, Murray, Salt Lake County, Utah, 84107, United States
About Zions Bancorporation
Zions Bancorporation is one of the nation's premier financial services companies, operating as a collection of great banks under local brands and management teams in high-growth western markets. We are 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 recognize that banking is a "local" business. To be successful, we must have very strong ties to the communities we serve and strong relationships with our customers. We value our employees and are committed to searching out, recognizing, and creating fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success.
At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.
About the Role
The Senior Client Account Service Associate (CASA) serves as a highly skilled and experienced contributor dedicated to delivering an exceptional and consistent client experience across defined wealth segments. This role supports multiple Wealth Advisors and acts as a subject-matter expert within the team by independently executing complex service activities, optimizing workflows, and improving operational efficiency.
In this position, you will demonstrate advanced problem-solving abilities, provide mentorship to peers, and play a key part in driving continuous improvement across the client lifecycle. You will manage complex service requests end-to-end, support and guide Wealth Advisors and Planners in client relationship management, and execute functions associated with account governance and compliance audits with minimal oversight.
This role is located at our downtown Salt Lake City, UT location.
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 member's career journey.
Benefits & Commitment
Zions is dedicated to being an employer of choice in our communities. We offer benefits starting on day one, including 12 bank holidays, profit sharing, and company-matched 401(k) contributions. Our comprehensive benefits package includes medical, dental, and vision insurance, life and disability insurance, paid parental leave, adoption assistance, and mental health benefits including coaching and therapy sessions. We also provide tuition reimbursement for qualifying employees enrolled in accredited degree programs related to the needs of the business.
Work location
Work model: On-site
418, Winchester Street, Murray, Salt Lake County, Utah, 84107, United States
Murray, Utah
Key Responsibilities
- check_circleDeliver elevated client service tailored to defined segmentation models
- check_circleSupport and guide Wealth Advisors in client relationship management
- check_circleExecute account governance, compliance audits, and documentation review
- check_circleLead or contribute to projects related to service delivery enhancements
- check_circleManage complex service requests end-to-end using Salesforce Financial Services Cloud
- check_circleAdminister client accounts through cash movements, transfers, and closures
- check_circleResolve client account issues by coordinating with internal teams
Requirements
- verifiedHigh School diploma or equivalent
- verified4+ years of financial services, wealth management operations, or client service experience
- verifiedCollege degree strongly preferred
- verifiedActive Series 7 & 66 (or 63/65) preferred
- verifiedLife & health licensing preferred
- verifiedProficiency with Salesforce FSC, data analytics solutions, workflow systems, and Copilot
Nice to Have
College degree. Active Series 7 & 66 (or 63/65) licensing. Life & health licensing. Experience supporting advisory teams directly and managing complex or high-net-worth client scenarios.
Benefits & Perks
check_circleMedical, Dental, and Vision Insurance starting day onecheck_circleLife and Disability Insurancecheck_circlePaid Parental Leave and Adoption Assistancecheck_circleHealth Savings Account (HSA), Flexible Spending Account (FSA), and dependent care accountsPaid Time Off (PTO) and 11 Paid Federal Holidays plus applicable state holidays
