Senior Wealth Service Associate - SLC, Boise, Houston or Phoenix

Senior Wealth Service Associate - SLC, Boise, Houston or Phoenix

The Senior Wealth Service Associate serves as a highly skilled and experienced contributor in delivering an exceptional and consistent client experience across defined wealth segments. This role supports multiple Wealth Advisors and acts as a subject‑matter expert within the team by independently executing complex service activities, optimizing workflows, and improving operational efficiency. The Senior CASA demonstrates advanced problem‑solving abilities, provides mentorship to peers, and plays a key part in driving continuous improvement across the client lifecycle.

Work Location:

• Phoenix, AZ
• Houston, TX
• Salt Lake City, UT

• Deliver elevated client service tailored to defined segmentation models, ensuring a proactive and anticipatory service experience.
• Manage complex service requests end‑to‑end using Salesforce Financial Services Cloud, ensuring accuracy, documentation quality, and process efficiency.
• Participate in continuous training and development programs based on a tiered skills matrix.
• Contribute to a culture of recognition, feedback, and shared accountability.
• Support and guide Wealth Advisors and Planners in client relationship management, demonstrating expert knowledge of account processes, custodial requirements, and platform capabilities.
• Responsible for administration of client accounts through cash movements, account maintenance, transfers, and account closures while adhering to regulatory and internal controls.
• Assists with tactical questions and resolving client account issues, coordinating with multiple internal teams (operations, trading, compliance, technology).
• Lead or contribute to projects related to centralized resource development, technology adoption, or service delivery enhancements.
• Execute functions associated with account governance, compliance audits, regulatory responses, and documentation review with minimal oversight.
• Other responsibilities as assigned.

• High School diploma or equivalent
• 4+ years of financial services, wealth management operations, or client service experience required, with a proven ability to handle complex account scenarios. A combination of experience and education may meet job requirements. College degree strongly preferred.
• Active Series 7 & 66 (or 63/65) preferred; life & health licensing preferred
• Deep understanding of financial services products, account structures, and operational workflows.
• Demonstrated expertise in handling client situations with empathy, professionalism, and strong problem‑resolution skills.
• Excellent oral and written communication skills, with the ability to build trust and credibility across clients and advisory teams.
• Strong attention to detail with the ability to meet deadlines, prioritize effectively, and manage high volumes of work.
• Strong proficiency with office and wealth management technology applications; advanced ability to learn and optimize tools such as Salesforce FSC, data analytics solutions, workflow systems, and Copilot.
• Proven success working within a team‑based service model and contributing to a culture of excellence, accountability, and service leadership.
• Demonstrated commitment to ongoing professional development, continual learning, and mastery of an evolving skills matrix.
• Experience supporting advisory teams directly and managing complex or high‑net‑worth client scenarios strongly preferred.

• 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 11 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

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