Senior Wealth Management Client Account Services Associate - SLC

Zions Bancorporation•Salt Lake, UT

19h•Onsite

About The Position

Zions Bancorporation is a premier financial services company known for its strong local brands and management teams in high-growth western markets. They are recognized as one of the "Best Banks to Work For" and for having a top banking team. Zions values its employees and is committed to creating fulfilling opportunities and rewarding their contributions. The Senior Client Account Service Associate (CASA) is a highly skilled and experienced role focused on delivering an exceptional and consistent client experience across defined wealth segments. This position supports multiple Wealth Advisors, acting as a subject-matter expert by independently executing complex service activities, optimizing workflows, and improving operational efficiency. The Senior CASA demonstrates advanced problem-solving abilities, mentors peers, and drives continuous improvement throughout the client lifecycle. This role is located in downtown Salt Lake City, UT.

Requirements

High School diploma or equivalent
4+ years of financial services, wealth management operations, or client service experience required, with a proven ability to handle complex account scenarios.
A combination of experience and education may meet job requirements.
Deep understanding of financial services products, account structures, and operational workflows.
Demonstrated expertise in handling client situations with empathy, professionalism, and strong problem‑resolution skills.
Excellent oral and written communication skills, with the ability to build trust and credibility across clients and advisory teams.
Strong attention to detail with the ability to meet deadlines, prioritize effectively, and manage high volumes of work.
Strong proficiency with office and wealth management technology applications; advanced ability to learn and optimize tools such as Salesforce FSC, data analytics solutions, workflow systems, and Copilot.
Proven success working within a team‑based service model and contributing to a culture of excellence, accountability, and service leadership.
Demonstrated commitment to ongoing professional development, continual learning, and mastery of an evolving skills matrix.

Nice To Haves

College degree strongly preferred.
Active Series 7 & 66 (or 63/65) preferred; life & health licensing preferred
Experience supporting advisory teams directly and managing complex or high‑net‑worth client scenarios strongly preferred.

Responsibilities

Deliver elevated client service tailored to defined segmentation models, ensuring a proactive and anticipatory service experience.
Manage complex service requests end-to-end using Salesforce Financial Services Cloud, ensuring accuracy, documentation quality, and process efficiency.
Participate in continuous training and development programs based on a tiered skills matrix.
Contribute to a culture of recognition, feedback, and shared accountability.
Support and guide Wealth Advisors and Planners in client relationship management, demonstrating expert knowledge of account processes, custodial requirements, and platform capabilities.
Responsible for administration of client accounts through cash movements, account maintenance, transfers, and account closures while adhering to regulatory and internal controls.
Assists with tactical questions and resolving client account issues, coordinating with multiple internal teams (operations, trading, compliance, technology).
Lead or contribute to projects related to centralized resource development, technology adoption, or service delivery enhancements.
Execute functions associated with account governance, compliance audits, regulatory responses, and documentation review with minimal oversight.
Other responsibilities as assigned.

Benefits

Medical, Dental and Vision Insurance - START DAY ONE!
Life and Disability Insurance
Paid Parental Leave
Adoption Assistance
Health Savings (HSA)
Flexible Spending (FSA)
Dependent care accounts
Paid Training
Paid Time Off (PTO)
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