Top 258 Matrix Resources Phoenix Jobs

Senior Wealth Service Associate - SLC, Boise, Houston or Phoenix
Zions Bancorporation —Salt Lake City, UT
- Office
- High school diploma or GED
- Continuous improvement
- Profit sharing
- Paid training
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- Microsoft Outlook
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Repair Shop Foreman
Cryogenic Industrial Solutions —Phoenix, AZ
- $70,000 - $90,000 a year
- Full-time
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Director, Global Clinical Physician - Late Oncology
BMS —Princeton, NJ
- $275,630 - $333,998 a year
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Lead Systems Engineer - 28409_P
BEPC Inc —Phoenix, AZ
- $60.00 - $63.94 an hour
- Full-time
- Background check
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- Health insurance
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Phlebotomist Southern AZ
Sonora Quest Laboratories —Phoenix, AZ
- Overtime
- 18 years or older
- Spanish
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Senior Director, Global Clinical Development - Late HOCT
BMS —Princeton, NJ
- $313,200 - $425,060 a year
- Email
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- Doctor of Philosophy
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Director, Biostatistics Hematology
BMS —Princeton, NJ
- $216,570 - $262,434 a year
- Email
- Hybrid work
- Writing skills
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Technical Supervisor - Night Shift
Sonora Quest Laboratories —Phoenix, AZ
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AVP, Application Development
USAA —San Antonio, TX
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AVP, Marketing Technology Activation and Growth, P&C Marketing
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Senior Scheduler - Data Center Construction
Turner & Townsend —San Francisco, CA
- $180,000 - $210,000 a year
- Full-time
- Remote
- 5 years
- Travel
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Global Medical Affairs Strategy Lead
Bristol-Myers Squibb —Remote
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- Remote
- Medicine
- Analysis skills
- Doctor of Philosophy
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12d
Senior Project Engineering Manager
GE Vernova —Phoenix, AZ
- $113,200 - $188,800 a year
- Full-time
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- Product management
- Paid parental leave
- Paid holidays
Division Chief, Geriatrics, Department of Internal Medicine (MD, DO) (Phoenix)
University of Arizona —Phoenix, AZ
- Online Application
- Medicine
- 5 years
- Internal Medicine
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Senior Principal Scientist, Analytical Chemistry
Bristol-Myers Squibb —New Brunswick, NJ
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- Email
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- 6 years
- Bachelor of Science
- Bachelor's degree
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- Disability insurance
14d
Chief, Division of Arthroplasty, Department of Orthopaedics (MD) (College of Medicine - Phoenix)
University of Arizona —Phoenix, AZ
- Online Application
- Medicine
- Surgery
- BC/BE
- Paid holidays
- Health insurance
Phoenix General Manager
Phoenix Global —Wilton, IA
- $100,000 - $110,000 a year
- Full-time
- Office
- Ability to climb stairs
- Ability to lift 50 pounds
- Paid holidays
- Disability insurance
Quick Apply

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Senior Wealth Service Associate - SLC, Boise, Houston or Phoenix

Zions Bancorporation -
Salt Lake City, UT

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Job Details

Benefits

Profit sharing
Paid training
Paid parental leave
Paid holidays
Disability insurance
Health insurance
Dental insurance
Flexible spending account
Tuition reimbursement
Paid time off
Adoption assistance
Parental leave
Vision insurance
401(k) matching
Benefits from day one

Qualifications

Customer communication
Internal controls
Financial services customer support
Customer relationship building
Regulatory compliance evaluation
Account maintenance
Account troubleshooting
Coaching
Compliance audits & assessments
Series 66
Financial issue resolution
High school diploma or GED
Managing clients in a customer support role
Series 7
Salesforce Cloud
Managing clients in a finance role
Continuous improvement
Client services experience
Investment account customer support
Mentoring
Leading team collaboration initiatives
Document quality checks
Managing projects
Financial services
CRM system proficiency
Operational excellence initiatives
Handling account queries
Business operations
Series 65
Life & Health Insurance License

Full Job Description

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 Senior Wealth Service Associate serves as a highly skilled and experienced contributor in delivering an exceptional and consistent client experience across defined wealth segments. This role supports multiple Wealth Advisors and acts as a subject‑matter expert within the team by independently executing complex service activities, optimizing workflows, and improving operational efficiency. The Senior CASA demonstrates advanced problem‑solving abilities, provides mentorship to peers, and plays a key part in driving continuous improvement across the client lifecycle.

Work Location:
This position can be located at one of our headquarters in the following locations:
Phoenix, AZ
Boise, ID
Houston, TX
Salt Lake City, UT

General Responsibilities

Deliver elevated client service tailored to defined segmentation models, ensuring a proactive and anticipatory service experience.
Manage complex service requests end‑to‑end using Salesforce Financial Services Cloud, ensuring accuracy, documentation quality, and process efficiency.
Participate in continuous training and development programs based on a tiered skills matrix.
Contribute to a culture of recognition, feedback, and shared accountability.
Support and guide Wealth Advisors and Planners in client relationship management, demonstrating expert knowledge of account processes, custodial requirements, and platform capabilities.
Responsible for administration of client accounts through cash movements, account maintenance, transfers, and account closures while adhering to regulatory and internal controls.
Assists with tactical questions and resolving client account issues, coordinating with multiple internal teams (operations, trading, compliance, technology).
Lead or contribute to projects related to centralized resource development, technology adoption, or service delivery enhancements.
Execute functions associated with account governance, compliance audits, regulatory responses, and documentation review with minimal oversight.
Other responsibilities as assigned.

Qualifications

High School diploma or equivalent
4+ years of financial services, wealth management operations, or client service experience required, with a proven ability to handle complex account scenarios. A combination of experience and education may meet job requirements. College degree strongly preferred.
Active Series 7 & 66 (or 63/65) preferred; life & health licensing preferred
Deep understanding of financial services products, account structures, and operational workflows.
Demonstrated expertise in handling client situations with empathy, professionalism, and strong problem‑resolution skills.
Excellent oral and written communication skills, with the ability to build trust and credibility across clients and advisory teams.
Strong attention to detail with the ability to meet deadlines, prioritize effectively, and manage high volumes of work.
Strong proficiency with office and wealth management technology applications; advanced ability to learn and optimize tools such as Salesforce FSC, data analytics solutions, workflow systems, and Copilot.
Proven success working within a team‑based service model and contributing to a culture of excellence, accountability, and service leadership.
Demonstrated commitment to ongoing professional development, continual learning, and mastery of an evolving skills matrix.
Experience supporting advisory teams directly and managing complex or high‑net‑worth client scenarios strongly preferred.

Values & Culture

At Zions Wealth Management, we are guided by our mission to build trust and bridge the gap between possibility and reality for our clients. We value achievement, commitment, excellence, and synergy. Our team culture emphasizes autonomy, emotional investment, and a shared sense of purpose. We believe in recognizing contributions, fostering open communication, and supporting each team member’s career journey.

Benefits

Medical, Dental and Vision Insurance - START DAY ONE!
Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays
401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
Mental health benefits including coaching and therapy sessions
Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire
Employee Ambassador preferred banking products

Apply Now

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Matrix Resources Phoenix jobs

Senior Wealth Service Associate - SLC, Boise, Houston or Phoenix

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I want to receive the latest job alert for Matrix Resources Phoenix

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