Wealth Services Associate - Client Experience

Zions Bancorporation; Salt Lake City (UT); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical, Dental and Vision Insurance -

401(k) plan with company match

Profit Sharing

Job summary

Zions Bancorporation is seeking a Wealth Service Associate to support Wealth Advisors by delivering exceptional client service across defined wealth segments. This in-office role supports onboarding, cash flow monitoring, and account governance across multiple platforms, helping maintain strong client relationships and operational excellence.

Located in Downtown Salt Lake City or other regions, the position emphasizes teamwork, continuous learning, and adherence to standardized processes within

Qualifications

• High school diploma or equivalent; experience in account servicing or client service in financial services.
• College degree preferred.
• Series 7 & 66, (63/65) preferred; life and health within first 180 days preferred.
• Good customer service skills with client empathy.
• Strong written and verbal communication; ability to work under pressure and meet deadlines.

Responsibilities

• Deliver client service aligned to defined segmentation models.
• Utilize Salesforce FSC and workflows to manage service requests and track client interactions.
• Assist wealth management advisors and planners in managing and building client relationships.
• Assist with onboarding of new accounts, monitoring cash flows, maintenance and closing.
• Handle regulatory requests and account governance tasks.
• Contribute to training and a culture of recognition and continuous improvement.

Skills

Customer service

Communication skills

Teamwork

Detail oriented

Adaptability

Education

High School diploma or equivalent

College degree preferred

Series 7 & 66 (63/65) preferred

Tools

Salesforce FSC

Copilot

Data analytics tools

Office software

Job description

Zions Bancorporation is seeking a Wealth Service Associate to support Wealth Advisors by delivering exceptional client service across defined wealth segments. This in-office role supports onboarding, cash flow monitoring, and account governance across multiple platforms, helping maintain strong client relationships and operational excellence.

Located in Downtown Salt Lake City or other regions, the position emphasizes teamwork, continuous learning, and adherence to standardized processes within