Wealth Management Client Success Leader

at  Zions Bancorporation

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.
The Wealth Management Client Success Leader is responsible for managing the overall client experience, ensuring that all onboarding processes and ongoing client interactions are seamless and efficient. While this role primarily provides back-office support, the Client Success Leader plays a key role in coordinating client services and making sure all touchpoints are addressed. This individual may or may not directly meet with clients, depending on the situation, but is crucial in managing internal workflows and processes to support client satisfaction.
This role will be located at either our Salt Lake City, UT Zions Bancorporation Headquarters or our Houston , TX Amegy Tower location.
Roles and Responsibilities
1. Client Experience Management
Oversee the entire client journey, ensuring that all onboarding, account maintenance, and service processes are executed smoothly and efficiently.
Ensure all client touchpoints are carried out, from account setup to ongoing service updates, coordinating with relevant internal teams.
Work closely with wealth advisors to ensure the client’s wealth management plans are well-documented and implemented according to their goals.
2. Onboarding and Account Management
Ensure all onboarding processes are completed efficiently, including gathering necessary documentation, setting up accounts, and initiating service delivery.
Monitor and manage the completion of all onboarding and setup activities, tracking timelines to ensure that the firm’s standards are met.
Coordinate with compliance, operations, and legal teams to ensure all documentation and processes meet regulatory requirements.
3. Internal Coordination and Support
Act as a liaison between internal teams (advisors, compliance, operations) to ensure that client needs are being met in a timely and efficient manner.
Manage internal processes to support client service delivery, ensuring that all requests are properly addressed and followed through.
Serve as a support resource to wealth managers by organizing client information, scheduling tasks, and maintaining client records.
4. Client Documentation and Reporting
Oversee the preparation and management of client documentation, ensuring that all records, contracts, and reports are properly maintained and filed.
Ensure clients receive timely reports on their accounts, including performance updates, portfolio reviews, and any relevant communications.
Coordinate with operations to facilitate account updates or service requests and provide timely follow-up.
5. Operational Excellence and Service Efficiency
Continuously review processes to identify areas for improvement in onboarding, account management, and client service workflows.
Help develop and implement standard operating procedures (SOPs) to ensure that client service delivery is consistent and aligned with best practices.
Monitor ongoing service activities to ensure all client expectations are met, proactively addressing any service gaps or issues.
6. Process and Task Tracking
Maintain and update tracking systems for client service activities, ensuring all tasks and milestones are documented and completed within expected timelines.
Regularly report on progress, task completion, and any service challenges that arise during the client lifecycle.
7. Risk Management and Compliance
Work with compliance and legal teams to ensure that all client documentation and activities comply with internal policies and external regulations.
Monitor for potential risks during onboarding or account management processes, taking action to mitigate these risks when necessary.
Skills and Qualifications
Bachelor’s degree in finance, business, marketing or a related field
8 years + Experience in wealth management, financial services, marketing, communications or a client service-related role.
Strong organizational and process management skills.
Excellent communication skills, with the ability to interact effectively with internal teams and coordinate complex tasks.
Proficiency in financial software, Sales Force, and project management tools.
Ability to manage multiple tasks and projects in a deadline-driven environment.
High level of attention to detail, with a focus on accuracy and efficiency.
Strong problem-solving skills, with the ability to anticipate and address service challenges proactively.

Please refer the Job description for details