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Lead Customer Services Rep - Wealth Management - Houston

Zions Bancorp/ZMSC Job Titles
Enterprise Services
052212 Requisition #
Thanks for your interest in the Lead Customer Services Rep - Wealth Management - Houston position. Unfortunately this position has been closed but you can search our 356 open jobs by clicking here.


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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Amegy Bank a division of Zions Bancorporation, N.A. Member FDIC