Wealth Service Associate - Salt Lake City

General Responsibilities

• Deliver client service 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.
• Affords assistance to wealth management advisors and planners in managing and building client relationships.
• Assists wealth management advisors and planners in 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 resolves client account issues.
• Performs various functions associated with account governance, compliance, and regulatory requests.

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 Location

This position can be located in our downtown Salt Lake City, UT office.

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