Client Account Service Associate Senior -Registered

🔍 Boise, Idaho, United States

New

📁: Wealth Management

💼: Enterprise Services

📅   : 071192 Requisition #

Responsible for supporting Wealth Advisor(s) with sales prospect pipelines, service and operational related activities. Follows up on pending business and meets with clients as needed. Handles over all client relationships and provides service to clients via telephone, direct interaction and/or written correspondence, handling/executing client requests for account related information and/or quotes, distributions, etc. Responsible to facilitate between clients/broker transfers/distributions and ensures enough cash in outgoing distributions or determine if trades need to be made to fund. Make recommendations to clients on various accounts. Responsible for scheduling and preparing for appointments with new or prospective clients, establishing and servicing client accounts, preparing forms, researching account inquiries and/or issues. Manages tracking referrals, establishing and maintaining files to meet the company's regulatory requirements. Establishes and maintains files and record kee Requires a Bachelor's degree and 6+ years experience with Client Services, Wealth Management, developing strong client relationships or other directly related experience. Series 7 & 66, (63/65), life and health required. Willingness to obtain insurance license. A combination of education and experience may meet requirements. Advanced working knowledge of wealth management operations, processes, procedures, laws and regulations required. Advanced working knowledge of executing trades, investment products, estate planning and loss harvesting related to taxes. Advanced knowledge of sales and closing processes utilizing PC and presentation skills. Excellent verbal and written communication skills to create relationships with clients. Ability to analyze and present complex financial modeling. Ability to work with high net worth clients. Must have critical thinking skills. Excellent problem resolution, research and customer service skills. High attention to detail and accuracy. Ability to multi-task and meet deadlines. Ability to lead and/or train lower level staff.

This position will be open until filled.

To review our Benefits Summary click here.

All candidates, including those with criminal histories will be considered for employment. However, a background check adjudicated consistently with the FDIC Section 19 regulation will be completed on any candidate who accepts a conditional job offer from the Company. Because the Company is a financial institution, the FDIC guidelines apply to all positions within the company and as such any and all job duties have a direct relationship to a candidate’s criminal history and that criminal history would need to align with the FDIC Section 19 regulations.

Zions Bancorporation, National Association prohibits illegal discrimination and reaffirms its policy of providing Equal Employment Opportunity (EEO), by extending equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, protected veteran status, military service, sexual orientation, gender identity, genetic information or any other characteristic protected by applicable federal, state or local law.

It is the Company’s policy not to discriminate because of a person’s relationship or association with a protected veteran. This includes spouses and other family members. Also, Zions will safeguard the fair and equitable treatment of protected veteran spouses and family members with regard to all employment actions and prohibit harassment of applicants and employees because of their relationship or association with a protected veteran.

Applicants Requesting Accommodations: If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access our career site. You can request reasonable accommodations by contacting us at careers@zionsbancorp.com or 801/844-7618. Please email your resume/cover letter, indicate what position you are interested in and include "Accommodation needed" in the subject line to ensure your information is routed to the appropriate contact.

Click here to view our EEO Statement.

Click here to view applicable Federal, State and/or local employment law posters.

If you have any technical issues while completing the application, please first try these troubleshooting steps. If you continue to have issues, please reach out to us at careers@zionsbancorp.com.

Client Account Service Associate Senior -Registered

🔍 Boise, Idaho, United States

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