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Wealth Services Associate: Client Onboarding & Support
Job in
Herriman, Salt Lake County, Utah, 84096, USA
Listed on 2026-08-06
Listing for:
Zions Bank
Full Time
position Listed on 2026-08-06
Job specializations:
-
Customer Service/HelpDesk
Bank Customer Service -
Finance & Banking
Bank Customer Service
Job Description & How to Apply Below
Zions Bancorporation seeks a Wealth Service Associate to support Wealth Advisors in Salt Lake City. You will provide exceptional client service, manage service requests in Salesforce FSC, and help maintain client accounts across platforms.
You will participate in tiered training, assist with onboarding, cash flows, and account maintenance, and contribute to a team-driven culture focused on accuracy and compliance.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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