Client Account Service Associate - Wealth Management

Zions Bancorporation Salt Lake City , UT 84101

Posted 4 days ago

Did you know that Zions Bancorporation is one of the nation's premier financial services companies with total assets exceeding $70 billion? With local management teams at the helm in 11 western states, Zions is dedicated to making a difference in their local communities. At Zions, we haven't forgotten who keeps us in business, meaning we're committed to the success of our customers, and our employees. Here, the possibilities are endless - come for a job, stay for a career.

The Client Account Service Associate (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

Education/Experience -

  • College degree preferred, or equivalent work experience.
  • 1+ 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.

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Client Account Service Associate - Wealth Management

Zions Bancorporation