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Zions Bancorp/ZMSC Job Titles
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Enterprise Services
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052058 Requisition #

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.

Position can be located in either Houston, TX or Salt Lake City, UT

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 + year of investment/financial service experience preferred.

KSA’s

  • 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.

To review our Benefits Summary click here.

 

Zions Bancorporation and its affiliates and divisions (“Zions”) is an equal opportunity employer which prohibits all forms of discrimination and harassment. Zions is committed to the principle of equal employment opportunity for all employees and employment candidates and to providing a work environment free of discrimination and harassment. All employment decisions at Zions are based on business needs, job requirements and individual qualifications, without regard to race, color, religion, ethnicity, sex, sexual orientation, gender identification, age, national origin, pregnancy, veteran status, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Zions will not tolerate discrimination or harassment based on any of these characteristics. Zions encourages applicants of all ages.

 

It is Zions’ 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 801/844-7628.  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.

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