Wealth Service Associate: Client Experience & Accounts

Zions Bank; Utah; On-site; USD 45,000 - 70,000; Full time

Benefits offered by this job

Medical, Dental and Vision Insurance –

401(k) with company match

Paid Time Off and holidays

Job summary

Zions Bancorporation seeks a Wealth Service Associate to support multiple Wealth Advisors with client-focused service in our Salt Lake City, UT or Houston, TX offices. You will use Salesforce FSC and data tools to handle onboarding, cash flow monitoring, and account maintenance while contributing to a team-based service culture.

This in-office role requires strong customer service, detail orientation, and collaboration with advisors to deliver compliant, high-quality client experiences during

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.
• College degree preferred.
• Series 7 & 66, (63/65) preferred, life and health within the first 180 days of employment also preferred.

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.
• Assist wealth management advisors and planners in managing and building client relationships.
• Assists with onboarding, monitoring and processing cash flows, account maintenance, and account closing across multiple platforms.
• Assist clients, advisors and planners with tactical questions and resolving client account issues.
• Perform actions related to account governance, compliance, and regulatory requests.

Skills

Customer service

Communication

Teamwork

Detail oriented

Problem solving

Emotional intelligence

Education

High School diploma or equivalent

College degree preferred

Tools

Salesforce FSC

Data analytics tools

Copilot

Job description

Zions Bancorporation seeks a Wealth Service Associate to support multiple Wealth Advisors with client-focused service in our Salt Lake City, UT or Houston, TX offices. You will use Salesforce FSC and data tools to handle onboarding, cash flow monitoring, and account maintenance while contributing to a team-based service culture.

This in-office role requires strong customer service, detail orientation, and collaboration with advisors to deliver compliant, high-quality client experiences during