Client Account Services Associate

Zions Bank • Salt Lake City, UT

243d

About The Position

Zions Wealth Management is currently seeking an experienced Client Account Service Associate (CASA). The CASA manages the execution of client service activities for multiple Wealth Advisors. This position enhances the client experience by providing exceptional client service, supporting business functions, assisting in safeguarding client assets, and serving as administrative and operational support to Wealth Advisors. The Client Account Service Associate is also responsible for understanding firm policies, procedures, and digital capabilities that will allow them to interact with Wealth Advisors, as well as new and existing clients.

Requirements

• 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.
• Solid oral and written communication skills to create relationships with clients.
• Must be detailed oriented and be able to work well under pressure and meet deadlines.
• Ability to resolve client account issues.
• Proficient in office software applications.

Responsibilities

• Assists wealth management advisors and trust officers 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 trust officers with researching questions and in resolving client account issues.
• Performs various functions associated with account governance, compliance, and regulatory requests.
• Other duties as assigned.

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 $5,250 per calendar year, employees are eligible for the program upon hire
• Employee Ambassador preferred banking products

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Management of Companies and Enterprises
• Education Level: High school or GED