Wealth Management Client Account Manager
3 weeks ago
Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets., We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers.With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.Zions Bancorporation is currently hiring an experienced Wealth Management Client Account Manager within the Enterprise Wealth Management division. This position is located in Salt Lake City, UT.The Wealth Management Client Account Manager will oversee and ensure the delivery of top-quality service to Wealth Advisors and their high-net-worth clients while leading a team of Client Account Service Associates and Registered Associates. The role requires knowledge of the wealth or brokerage business, experience managing teams, and strong client relationship skills. Additionally, the role will lead operational initiatives in support of key strategic objectives.Essential Functions: Lead, mentor, and inspire a team of service professionals, sharing your knowledge and experience to elevate individual and team performanceOversee the accurate and efficient execution of client service requests including new client onboarding, account opening, account maintenance, money movements, reporting, and other itemsResolve escalated client inquiries and service needs by partnering with third-party vendors, various internal departments, and other team membersProactively identify and implement process improvements to enhance team efficiency and improve the Wealth Advisor and client experienceCollaborate with Wealth Advisors, Bankers, and other Relationship Managers to understand client needs and develop comprehensive wealth management solutionsConduct performance evaluations and provide regular feedback to service team members to foster continuous improvement and professional developmentEnsure the service team receives ongoing training across the multi-state and multi-platform environmentDefine and implement metrics, systems, process, and procedure to ensure individuals and the team can deliver on all service and support expectationsEnsure the team's operations adhere to industry regulations and the company's internal policies and assist with regulatory inquiries or audits as requiredEnsure all activities are conducted within the established risk framework of the companyQualifications:Bachelor's degree in finance, business, or a related fieldAdvanced degrees or certifications (e.g., MBA, CFP) are a plus4-6+ years of experience leading service or operational teams at a wealth management or brokerage firmRequired licensing, FINRA Series 7 & 66 (65/63), life and health insuranceStrong understanding of financial products, investment strategies, and the regulatory environmentAbility to think critically, pay attention to details, and use analytical skillsExceptional interpersonal and communication skills with the ability to influence othersStrong leadership and team management capabilitiesAbility to work under pressure and manage multiple prioritiesHigh level of integrity and professionalism
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