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Zions Bancorp/ZMSC Job Titles
Enterprise Services
052212 Requisition #

Did you know that Zions Bancorporation is one of the nation’s premier financial services companies with total assets exceeding $70 billion? With local management teams at the helm in 11 western states, Zions is dedicated to making a difference in their local communities. At Zions, we haven’t forgotten who keeps us in business, meaning we’re committed to the success of our customers, and our employees. Here, the possibilities are endless – come for a job, stay for a career.


The primary responsibility of a Lead Customer Service Rep is to provide exceptional client service with follow-through on all tasks and maintaining operational support to the Wealth Advisor(s) in servicing and delivering on the needs of clients. As a Lead Customer Service Rep, you will have a direct impact on the client experience and are vital to the success of the organization. You will be a member of a dynamic team in a collaborative, client-focused environment utilizing your exceptional organizational, leadership, communication and problem-solving skills. This role is an integral part of the client experience and a true partnership with the team.



  • Provide superior client service by handling all incoming client requests (via phone, email, in-person)
  • Monitor client account activity, research and resolve issues, and follow-through to ensure client's needs are met
  • Responsible for assisting with the administration of wealth management client accounts across multiple platforms through facilitating new account onboarding, monitoring and processing cash flows, account maintenance, and account closing.
  • Researching client issues in cooperation with back office operational partners
  • Monitor and initiate action on daily custodial alerts and assigned tasks
  • Analyze reports to determine the appropriate action to be taken on behalf of client accounts
  • Make proactive use of technology to streamline internal tasks and client interactions Identify problems in a timely manner while complying with standard resolution policy, the established corporate process, and regulatory procedures
  • Maintain risk awareness and compliance with all corporate and regulatory standards
  • Liaison with Broker Dealer for complex issues, escalations and exception requests.
  • Project management and delegation of some projects will be a daily responsibility.
  • Monitoring team members for efficiency, accuracy, and professionalism.
  • Performs various functions associated with account governance, compliance, and regulatory requests.
  • Provide metrics to leadership to identify insights on Client Service Team
  • Host training sessions and team meetings as needed
  • Ensure the team is meeting customer and advisor expectations.
  • Other duties as assigned.


Your expertise:

  • 6+ years of financial services industry experience with a Registered Investment Advisor, or broker/dealer
  • FINRA Series 7 & 66 license preferred
  • Bachelor's degree or equivalent industry experience preferred
  • Attention to detail, multi-tasking, and critical thinking skills required
  • Excellent communication and interpersonal skills
  • Exceptional client service skills
  • Able to adapt to changes in the work environment, manage competing demands and work with frequent change, delays or unexpected events
  • Excellent organizational skills
  • You challenge the status quo by asking “why” and identifies new and better ways of doing things
  • You are resourceful, highly inquisitive, and enjoy problem solving.
  • A standout teammate who builds trusted professional relationships and collaborates across multiple levels of the organization, including external vendors
  • Self-motivated, detail oriented who takes ownership of your work quality and enjoys continuous improvement

To review our Benefits Summary click here.


Zions Bancorporation and its affiliates and divisions (“Zions”) is an equal opportunity employer which prohibits all forms of discrimination and harassment. Zions is committed to the principle of equal employment opportunity for all employees and employment candidates and to providing a work environment free of discrimination and harassment. All employment decisions at Zions are based on business needs, job requirements and individual qualifications, without regard to race, color, religion, ethnicity, sex, sexual orientation, gender identification, age, national origin, pregnancy, veteran status, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Zions will not tolerate discrimination or harassment based on any of these characteristics. Zions encourages applicants of all ages.


It is Zions’ policy not to discriminate because of a person’s relationship or association with a protected veteran. This includes spouses and other family members. Also, Zions will safeguard the fair and equitable treatment of protected veteran spouses and family members with regard to all employment actions and prohibit harassment of applicants and employees because of their relationship or association with a protected veteran.


Applicants Requesting Accommodations: If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access our career site.  You can request reasonable accommodations by contacting us at careers@zionsbancorp.com or 801/844-7628.  Please email your resume/cover letter, indicate what position you are interested in and include "Accommodation needed" in the subject line to ensure your information is routed to the appropriate contact.


Click here to view our EEO Statement.


Click here to view applicable Federal, State and/or local employment law posters.

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