About this role
Wealth Service Associate - Salt Lake City at Zions Bank. Location: Salt Lake City, Utah, United States. Role: delivering service, managing accounts, assisting advisors Requirements: High school diploma or equivalent and experience in account servicing, sales, or customer service in financial services. College preferred. Series licenses (7, 66, 63/65) and life & health preferred. Proficiency with Salesforce Financial Services Cloud and office software; strong communication and client service skills. Category: Finance and Accounting Seniority: Entry Level Tools: Salesforce Financial Services Cloud, Copilot Certifications: series 7, series 66, series 63, series 65, life and health Commitment: Full Time Workplace: Onsite Languages: English