Senior Wealth Management Client Account Services 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 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.

The Senior Client Account Service Associate (CASA) serves as a highly skilled and experienced contributor in delivering an exceptional and consistent client experience across defined wealth segments. This role supports multiple Wealth Advisors and acts as a subject‑matter expert within the team by independently executing complex service activities, optimizing workflows, and improving operational efficiency. The Senior CASA demonstrates advanced problem‑solving abilities, provides mentorship to peers, and plays a key part in driving continuous improvement across the client lifecycle.

This role will be located at our downtown Salt Lake City, UT location.

General Responsibilities 

 

• Deliver elevated client service tailored to defined segmentation models, ensuring a proactive and anticipatory service experience.
• Manage complex service requests end‑to‑end using Salesforce Financial Services Cloud, ensuring accuracy, documentation quality, and process efficiency.
• Participate in continuous training and development programs based on a tiered skills matrix.
• Contribute to a culture of recognition, feedback, and shared accountability.
• Support and guide Wealth Advisors and Planners in client relationship management, demonstrating expert knowledge of account processes, custodial requirements, and platform capabilities.
• Responsible for administration of client accounts through cash movements, account maintenance, transfers, and account closures while adhering to regulatory and internal controls.
• Assists with tactical questions and resolving client account issues, coordinating with multiple internal teams (operations, trading, compliance, technology).
• Lead or contribute to projects related to centralized resource development, technology adoption, or service delivery enhancements.
• Execute functions associated with account governance, compliance audits, regulatory responses, and documentation review with minimal oversight.
• Other responsibilities as assigned.

Qualifications

• High School diploma or equivalent and 4+ years of financial services, wealth management operations, or client service experience required, with a proven ability to handle complex account scenarios. A combination of experience and education may meet job requirements. College degree strongly preferred.
• Active Series 7 & 66 (or 63/65) preferred; life & health licensing preferred
• Deep understanding of financial services products, account structures, and operational workflows.
• Demonstrated expertise in handling client situations with empathy, professionalism, and strong problem‑resolution skills.
• Excellent oral and written communication skills, with the ability to build trust and credibility across clients and advisory teams.
• Strong attention to detail with the ability to meet deadlines, prioritize effectively, and manage high volumes of work.
• Strong proficiency with office and wealth management technology applications; advanced ability to learn and optimize tools such as Salesforce FSC, data analytics solutions, workflow systems, and Copilot.
• Proven success working within a team‑based service model and contributing to a culture of excellence, accountability, and service leadership.
• Demonstrated commitment to ongoing professional development, continual learning, and mastery of an evolving skills matrix.
• Experience supporting advisory teams directly and managing complex or high‑net‑worth client scenarios strongly preferred.

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 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