Zions Bancorporation · 4 weeks ago
Wealth Management Client Account Services Associate
Salt Lake City, Utah, United States
Full-time
Onsite
New Grad, Entry LevelZions Bancorporation is one of the nation’s premier financial services companies, dedicated to providing exceptional client experiences in wealth management. The Client Account Service Associate plays a crucial role in supporting Wealth Advisors and ensuring operational excellence and client satisfaction.
AgricultureBankingFinanceFinancial Services
Responsibilities
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
Qualification
Required
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
Preferred
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
Benefits
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
Company
Zions Bancorporation
Zions Bancorporation is a financial services company involved in SBA lending, public finance advisory services, and agricultural finance.
Founded in 1873
10001+ employees
H1B Sponsorship
Zions Bancorporation has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (68)
2024 (39)
2023 (61)
2022 (68)
2021 (45)
2020 (36)
Funding
Current Stage
Public CompanyTotal Funding
$1.09B2025-08-11Post Ipo Debt· $500M
2024-11-14Post Ipo Debt· $500M
2013-09-13Post Ipo Debt· $87.9M
Leadership Team
Harris Simmons
Chairman and CEO
Recent News
MarketScreener
2025-12-24
2025-12-23
Company data provided by crunchbase