About this role
Senior Wealth Service Associate - SLC, Boise, Houston or Phoenix at Zions Bank. Location: Phoenix or Boise or Houston or Salt Lake City. Role: delivering service, managing requests, supporting advisors Requirements: 4+ years in financial services/wealth operations or client service, HS diploma required (college strongly preferred), Series 7/66 (or 63/65) and life & health licensing preferred, Salesforce FSC and Copilot proficiency, strong communication and problem-solving. Category: Finance and Accounting Seniority: Mid Level Tools: Salesforce Financial Services Cloud, Copilot Certifications: series 7, series 66, series 63, series 65, life & health Commitment: Full Time Workplace: Onsite Languages: English