Client Account Service Associate - Salt Lake City or Houston
Company: Enterprise Services
Location: Salt Lake City
Posted on: November 19, 2024
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Job Description:
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. Zions Wealth Management is currently seeking an
experienced Client Account Service Associate (CASA). The 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. General Responsibilities
Keywords: Enterprise Services, Taylorsville , Client Account Service Associate - Salt Lake City or Houston, Other , Salt Lake City, Utah
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