Top 9 Client services associate Jobs in Laurel, Mt

Client Services Associate
First Interstate Bank —Billings, MT
- Overtime
- CRM software
- Microsoft Excel
- Microsoft Outlook
- Paid holidays
- Paid time off
3d
Registered Client Service Associate
Stifel —Billings, MT
- Full-time
- Microsoft Outlook
- Office
- High school diploma or GED
- Health insurance
- Dental insurance
Wealth Management Client Associate
Bank of America —Billings, MT
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Senior Accountant, Outsourced Accounting - Healthcare Industry Clients
Wipfli —Billings, MT
- $71,000 - $95,000 a year
- Remote
- CPA
- 5 years
- Finance
- Health savings account
- AD&D insurance
11d
Manager, Accounting Advisory - Manufacturing Industry Clients
Wipfli —Billings, MT
- $107,000 - $160,000 a year
- Remote
- CPA
- Mid-level
- 3 years
- Health savings account
- AD&D insurance
Manager, Accounting Advisory - Construction Industry Clients
Wipfli —Billings, MT
- $103,000 - $140,000 a year
- Remote
- CPA
- Finance
- Analysis skills
- Health savings account
- AD&D insurance

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Registered Client Service Associate
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client services associate jobs near laurel, mt

Client Services Associate

First Interstate Bank -
Billings, MT

Apply Now

Job Details

Full-time
3 days ago

Benefits

Paid holidays
Paid time off

Qualifications

Customer communication
Microsoft Excel
Microsoft Outlook
Word embeddings
High school diploma or GED

Full Job Description

If you are a current FIB employee, please apply through the Career Worklet in the *Employee Portal***.

This position is located at our Billings, MT Downtown Tower branch.

What’s Important to You
We know your career is just one aspect of a meaningful, complex, and demanding life. That’s why we designed our compensation and benefits package to provide employees and their families with as much choice as possible.

Generous Paid Time Off (PTO) in addition to paid federal holidays.
Child Care Assistance Program for eligible dependent(s).
Exercise reimbursement program for employees.
The health and happiness of the places we call home matter to us. Learn a little more about what we do for the communities we serve and why we want YOU to be a part of it.

We encourage you to apply. Reach for what you want and tell us why your work ethic and willingness to learn make you a natural fit for #TeamFirstInterstate.

SUMMARY
The Client Services Associate provides administrative and operational support to Wealth Advisor, Financial Consultants, Trust Officers, Retirement Plan Specialists, Retirement Plan Advisors, and clients. This position ensures high‑quality client experiences through effective communication, accuracy, and timely follow‑up. The Client Services Associate plays a key role in account onboarding, maintenance, documentation, and daily service needs.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Initiates and schedules appointments with new and existing clients; gather necessary information prior to meetings.
Serves as a primary point of contact for client inquiries regarding general account activity, documentation, and service requests.
Supports the onboarding of new client accounts, including gathering documentation, preparing forms, and coordinating with internal teams.
Processes account maintenance requests such as beneficiary changes, address updates, distributions, and account transfers.
Assists in preparing client meeting materials, reports, and follow‑up correspondence.
Maintains accurate and compliant client records and ensure all documentation meets regulatory standards.
Monitors and responds to daily client requests with strong attention to detail and service quality.
Works closely with operations and trust administration teams to resolve issues efficiently.
Supports Wealth Advisors, Financial Consultants, Trust Officers, Retirement Plan Specialists, and Retirement Plan Advisors in daily administrative tasks and workflow management.
Performs other duties as assigned.

QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

KNOWLEDGE, SKILLS AND ABILITIES

Strong communication and client service skills, demonstrated through regular coordination with internal and external stakeholders and successful completion of projects or service requests.
High attention to detail and accuracy, evidenced by consistently producing error‑free work, managing multiple deadlines, or handling high‑volume tasks in fast‑paced environments.
Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint), demonstrated through hands‑on use to create documents, analyze data, develop presentations, and support day‑to‑day workflow.
Willingness to obtain certifications or licenses specific to the role; training and sponsorship provided.

EDUCATION AND/OR EXPERIENCE

High School Diploma or General Education Degree (GED) required
1-3 years experience in financial services, banking, trust, wealth management, brokerage, or a related field required
Experience with customer relationship management or trust/wealth software preferred

LICENSES AND CERTIFICATIONS

Related certifications or licenses preferred

PHYSICAL DEMANDS AND WORKING ENVIRONMENT
The physical demands and work environment are representative of those that must be met or encountered to successfully perform the essential functions of the job. In compliance with the Americans with Disabilities Act, the company provides reasonable accommodation to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer.

Dexterity of hands/fingers to operate computer keyboard and mouse - Frequently
Lifting - Occasionally (up to 10 lbs)
Sitting - Frequently
Overtime - Subject to business need
Noise Level - Moderate
Typical Work Hours - M-F (8-5)
Regular and Predictable Attendance - Required

If you are a current FIB employee, please apply through the Career Worklet in the *Employee Portal***.

Apply Now

Refine Your Search

client services associate jobs in laurel, mt

Client Services Associate

Registered Client Service Associate

Wealth Management Client Associate

Senior Accountant, Outsourced Accounting - Healthcare Industry Clients

Manager, Accounting Advisory - Manufacturing Industry Clients

Manager, Accounting Advisory - Construction Industry Clients

More jobs to discover

Explore jobs in cities nearby

I want to receive the latest job alert for client services associate in laurel, mt

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If you are a current FIB employee, please apply through the Career Worklet in the *Employee Portal***.

If you are a current FIB employee, please apply through the Career Worklet in the *Employee Portal***.

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client services associate jobs in laurel, mt

Registered Client Service Associate

Wealth Management Client Associate

Senior Accountant, Outsourced Accounting - Healthcare Industry Clients

Manager, Accounting Advisory - Manufacturing Industry Clients

Manager, Accounting Advisory - Construction Industry Clients

More jobs to discover

Explore jobs in cities nearby

I want to receive the latest job alert for client services associate in laurel, mt

Explore jobs in more locations

**If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal.

**If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal.

If you are a current FIB employee, please apply through the Career Worklet in the *Employee Portal***.

If you are a current FIB employee, please apply through the Career Worklet in the *Employee Portal***.