Wealth Client Services Specialist

Zions Bancorporation; Salt Lake City (UT); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Day one benefits

12 bank holidays

Profit sharing

401(k) with company match

Tuition reimbursement

Paid time off

Job summary

Zions Bancorporation is hiring a Wealth Service Associate to deliver consistent client service across wealth segments. You will support Wealth Advisors, manage client interactions, onboarding, cash flows, and account maintenance using Salesforce FSC and other tools.

The role emphasizes teamwork, continuous learning, and adherence to standards in a high-trust, local-market environment. Location options include Salt Lake City, Houston, Boise or Phoenix.

Qualifications

• Requires High School diploma or equivalent and some years of account servicing, sales, customer service.
• 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.).
• Experience in a client-facing financial services role preferred; knowledge of wealth management operations is a plus.

Responsibilities

• Delivering 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.

Skills

Customer service

Communication

Detail orientation

Tech-savvy

Team-based service

Education

High School diploma or equivalent

Tools

Salesforce FSC

Data analytics tools

Copilot

Job description

Zions Bancorporation is hiring a Wealth Service Associate to deliver consistent client service across wealth segments. You will support Wealth Advisors, manage client interactions, onboarding, cash flows, and account maintenance using Salesforce FSC and other tools.

The role emphasizes teamwork, continuous learning, and adherence to standards in a high-trust, local-market environment. Location options include Salt Lake City, Houston, Boise or Phoenix.