Wealth Service Associate

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 for us as the best bank in our local markets. We value our employees, and we are committed to searching out, recognizing and creating 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.

Role Summary

The Wealth Service Associate (often referred to as CASA’s – Client Account Service Associate) 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 can be located at our downtown Salt Lake City, UT or Houston Galleria Area, TX or Boise, ID or Phoenix, AZ locations.

General Responsibilities

• Delivering client service is 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.

Qualifications

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

Work Locations

• One South Main Street, Downtown Salt Lake City, UT 84133
• Amegy Tower 1717 W. Loop South, Houston, TX 77027
• Boise, ID
• Phoenix, AZ
   

Work schedule\: 8\:30 AM to 5\:00 PM

This position is in-office, on-site work is an essential function of the Wealth Service Associate position and is not eligible for hybrid or remote work arrangements.

Values & Culture

At Zions Wealth Management, we are guided by our mission to build trust and bridge the gap between possibility and reality for our clients. We value achievement, commitment, excellence, and synergy. Our team culture emphasizes autonomy, emotional investment, and a shared sense of purpose. We believe in recognizing contributions, fostering open communication, and supporting each team member’s career journey.

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 12 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

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 for us as the best bank in our local markets. We value our employees, and we are committed to searching out, recognizing and creating 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.

Role Summary

The Wealth Service Associate (often referred to as CASA’s – Client Account Service Associate) 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 can be located at our downtown Salt Lake City, UT or Houston Galleria Area, TX or Boise, ID or Phoenix, AZ locations.

General Responsibilities

• Delivering client service is 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.

Qualifications

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

Work Locations

• One South Main Street, Downtown Salt Lake City, UT 84133
• Amegy Tower 1717 W. Loop South, Houston, TX 77027
• Boise, ID
• Phoenix, AZ
   

Work schedule\: 8\:30 AM to 5\:00 PM

This position is in-office, on-site work is an essential function of the Wealth Service Associate position and is not eligible for hybrid or remote work arrangements.

Values & Culture

At Zions Wealth Management, we are guided by our mission to build trust and bridge the gap between possibility and reality for our clients. We value achievement, commitment, excellence, and synergy. Our team culture emphasizes autonomy, emotional investment, and a shared sense of purpose. We believe in recognizing contributions, fostering open communication, and supporting each team member’s career journey.

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 12 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