Client Account Service Associate - Salt Lake City or Houston

Enterprise Services
Salt Lake City, Utah
Jul 01, 2024
Aug 22, 2024
Full Time
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 Wealth Management is currently seeking an experienced Client Account Service Associate (CASA). The CASA manages the execution of client service activities for multiple Wealth Advisors. This position enhances the client experience by providing exceptional client service, supporting business functions remotely, assisting in safeguarding client assets, and serving as administrative and operational support to Wealth Advisors. The Client Account Service Associate is also responsible for understanding firm policies, procedures, and digital capabilities that will allow them to interact with Wealth Advisors, as well as new and existing clients.

General Responsibilities
  • Support Wealth Advisors in all sales support and administrative functions as needed including, but not limited to, data entry, preparing mailings, electronic filing, answering the phone, obtaining approvals for Wealth Advisor communications and advertisements, pipeline reporting, marketing and business development, client/prospect presentations, expenses, printing, faxing, calendar management; provides overall customer service support to clients.
  • Organize and assist in the maintenance of complete client account and trade-related records for the Wealth Advisor and certain required files for the branch office.
  • Provide reports and other information to Wealth Advisor(s), as requested.
  • Identify situations that need to be brought to the attention of the Wealth Advisor or escalated to the Branch Manager; including suspicious client and/or employee activity or behavior.
  • Fielding client inquiries and resolving service transactions using thorough research.
  • Organizing time: schedule appointments, maintain calendars, and coordinate schedules with other staff and individuals outside the firm, as appropriate.
  • Research information needed for client meetings.
  • Prepare documents (in conjunction with other client service team members), notes, reports, and presentation materials, as required.
  • Performance will be reviewed versus office success by taking ownership of all advisor office tasks allowing the advisor to grow his/her business.
  • Special projects as assigned.

  • College degree preferred, or equivalent work experience.
  • 1-2 years of investment/financial service experience preferred.
  • Must have time management and organizational skills.
  • Possess attention to detail with excellent follow-through.
  • Efficiently problem solve, be pro-active, demonstrate initiative and multi-task.
  • Strong communication skills/office etiquette (both written and verbal).
  • Must be able to manage stress, meet strict deadlines under pressure, perform with a high degree of accuracy, and consistently provide excellent customer service.

  • 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
  • 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
  • Employee Ambassador preferred banking products

Similar jobs

Similar jobs