Wealth Service Associate - Salt Lake City, UT OR Houston, TX OR Boise, ID OR Phoenix, AZ

About the role

The Wealth Service Associate (often referred to as CASA’s – Client Account Service Associate) plays a pivotal role in delivering a consistent and exceptional client experience across defined wealth segments. This role supports multiple Wealth Advisors by executing service activities with precision, leveraging data and technology, and contributing to a team-based service model. The CASA is instrumental in operational excellence, client satisfaction, and continuous improvement across the client lifecycle. This role can be located at our downtown Salt Lake City, UT