Wealth Management Client Account Services Associate

Zions Bank-posted 7 days ago

Full-time • Entry Level

Onsite • Salt Lake, UT

1,001-5,000 employees

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The Client Account Service Associate (CASA) plays a pivotal role in delivering a consistent and exceptional client experience across defined wealth segments. This role supports multiple Wealth Advisors by executing service activities with precision, leveraging data and technology, and contributing to a team-based service model. The CASA is instrumental in operational excellence, client satisfaction, and continuous improvement across the client lifecycle. This role will be located at our downtown Salt Lake City, UT location.

Deliver 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.

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.
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).
Demonstrated ability to work within a team-based service model and contribute to a culture of achievement, commitment, excellence, and synergy.
Commitment to continuous learning and professional development through structured training tiers.

College degree preferred.
Series 7 & 66, (63/65) preferred, life and health within the first 180 days of employment also preferred.
Experience in a client-facing financial services role preferred; knowledge of wealth management operations is a plus.

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

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