Wealth Client Account Services Associate: SLC or Houston

4 days ago

Salt Lake, Utah, United States BankTalent HQ Full time
Job Title: Wealth Client Account Services Associate

Zions Bancorporation is a leading financial services company operating in western markets with a strong presence in Salt Lake City, UT, and Houston, TX.

We are committed to creating fulfilling opportunities for outstanding individuals within our organization, recognizing and rewarding their contributions to our success.

Our company values strong ties to the communities we serve and strong relationships with our customers, making us a top choice for banking services.

We offer a comprehensive benefits package, including bank holidays, profit sharing, and company-matched 401(k) contributions, making us an employer of choice in our communities.

Job Summary:

We are seeking a Client Account Service Associate (CASA) to join our team in Salt Lake City, UT, or Houston, TX, as part of the Enterprise Wealth Management division.

The successful candidate will manage the execution of client service activities for multiple Wealth Advisors, enhancing the client experience by providing exceptional service, supporting business functions, and safeguarding client assets.

Responsibilities:
  • Support Wealth Advisors in sales support and administrative functions, including new client onboarding, account opening, and maintenance.
  • Field client inquiries and resolve service transactions through research and partnering with team members.
  • Provide reports, research, and information to Wealth Advisors and clients as requested.
  • Schedule appointments, maintain calendars, and coordinate with other staff and individuals outside the firm.
  • Manage outgoing mailings, electronic filing, and other tasks as needed.
  • Support marketing and business development efforts and obtain approvals for Wealth Advisor communications and advertisements.
  • Research information needed for client meetings and prepare documents, notes, reports, and presentation materials.
  • Organize and assist in the maintenance of complete client account and trade-related records.
  • Identify situations that need to be escalated to the Wealth Advisor or Branch Manager.
Requirements:
  • College degree preferred or equivalent work experience.
  • 4 years of investment/financial service experience preferred.
  • Knowledge of financial services industry and products.
  • Strong client service skills, attention to detail, and excellent follow-through.
  • Detailed-oriented and able to work well under pressure and meet deadlines.
  • Efficiently problem-solve, be proactive, demonstrate initiative, and multi-task.
  • Ability to create relationships with clients and resolve client account issues.
  • Strong oral and written communication skills.
  • Time management and organizational skills.
  • Proficient in office software applications.

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