Financial Services Coordinator: BankTalent HQ

7 days ago


Salt Lake, Utah, United States BankTalent HQ Full time
About the Role

We are seeking a highly skilled and detail-oriented Client Account Service Associate to join our team at BankTalent HQ. This role will be based in Salt Lake City, UT and will be part of our Zions Wealth Management division.

Key Responsibilities
  • Manage the execution of client service activities for multiple Wealth Advisors across multiple regions.
  • Enhance the client experience by providing exceptional service, supporting business functions, assisting in safeguarding client assets, and serving as administrative and operational support to Wealth Advisors.
  • Take ownership of other Wealth Advisor office tasks allowing them to focus on revenue growth.
  • Organize and assist in the maintenance of complete client account and trade-related records for Wealth Advisors and certain required files for branch offices.
  • Actively engage with client inquiries and resolve service needs and transactions through research, working with third-party vendors, various internal departments, and other team members.
  • Act as a first line of defense in identifying potential suspicious client activity or behavior and following normal enterprise escalation procedures.
Requirements
  • Bachelor's degree preferred.
  • 1 - 4+ years of experience, ideally in a service or operational role at a wealth management or brokerage firm.
  • FINRA Series 7& 66 (65/63) licenses preferred.
  • A combination of education and experience may meet requirements.
  • Advanced knowledge of investment management industry and products.
  • Excellent client service skills, attention to detail, and follow through.
  • Ability to perform under pressure and meet deadlines.
  • Enjoys creating relationships with clients and resolve client account needs.
  • Strong oral and written communication, and proficient in office software applications.
About BankTalent HQ

BankTalent HQ is a leading financial services company that provides comprehensive financial services to affluent, high-net-worth individuals, families, and businesses. Our team is dedicated to helping clients grow and preserve their wealth while providing expert guidance to navigate complex financial situations and achieve their long-term financial objectives.

We offer a dynamic and supportive work environment, with a focus on employee development and growth. Our team members enjoy a range of benefits, including benefits starting on day one, 12 bank holidays, profit sharing, and company-matched 401(k) contributions.



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