Top 14 Client services associate Jobs in Montana

Client Associate/Registered Client Associate
Royal Bank of Canada —Great Falls, MT
- Full-time
- Sales
- Research
- Office
- Disability insurance
- Health insurance
Registered Client Service Associate
Stifel —Billings, MT
- Full-time
- Microsoft Outlook
- Office
- High school diploma or GED
- Health insurance
- Dental insurance
3d
Client Account Specialist
Reciprocity Industries LLC —Billings, MT
- Full-time
- 18 years or older
- Writing skills
- Mid-level
- Paid parental leave
- Disability insurance
Quick Apply
8d
Wealth Management Client Associate
Bank of America —Billings, MT
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
9h
Client Site Liaison II (Laboratory Send Outs Technician)
Cincinnati Children's Hospital —Kalispell, MT
- Monday to Friday
- OSHA
- Word processing
- Computer literacy
Manager, Accounting Advisory - Manufacturing Industry Clients
Wipfli —Billings, MT
- $107,000 - $160,000 a year
- Remote
- Management
- CPA
- Mid-level
- Health savings account
- AD&D insurance
Client Strategy Vice President
Finley Engineering Company Inc. —Montana
- $159,000 - $187,000 a year
- Full-time
- Remote
- Up to 50% travel
- Driver's License
- Travel
1d
Manager, Accounting Advisory - Construction Industry Clients
Wipfli —Billings, MT
- $103,000 - $140,000 a year
- Remote
- CPA
- Mid-level
- Finance
- Health savings account
- AD&D insurance
Client Integration Specialist (Pharmacy Benefits)
Ventegra —United States
- $28 - $32 an hour
- Full-time
- Customer service
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply

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Client Service Advocate (CSA)
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Client Experience & Sales Associate- Part Time
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client services associate jobs near montana

Client Associate/Registered Client Associate

Royal Bank of Canada -
Great Falls, MT

Apply Now

Job Details

Full-time

Benefits

Disability insurance
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching

Qualifications

Customer communication

Full Job Description

Job Description

What is the opportunity?

Embrace RBC Wealth Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to help our advisors manage and grow their business. Demonstrate a client first approach as you meet compliance standards, research and resolve problems, onboard new accounts, process and maintain account records, implement technology changes and prepare correspondence in a fast paced, professional and collaborative environment.

At RBC Wealth Management, your career progression matters to us. We offer training, development and learning resources so you continue to grow your career in a way that matters to you.

What will you do?

Build and maintain professional relationships with clients by assisting them and answering account questions.
Take initiative to handle account inquiries and customer needs and escalate to financial advisors when appropriate.
Adhere to compliance standards by obtaining and maintaining appropriate account documentation and communicate with clients about items needed.
Facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires and ACH’s in a timely manner.
Maintain confidentiality in accordance with RBC’s Code of Conduct.

What do you need to succeed?

Must-have

Bachelor’s degree or job-related experience
Strong soft skills including verbal and written communication, people, organizational, and client service skills
Attention to detail coupled with the mindset of how you can make advisors more efficient and effective
Series 7 and 66 (or 63/65) licenses or the willingness to get licensed within 12 months of hire
Ability to adapt to a rapidly changing business and technology environment

Nice-to-have

Current FINRA registrations
Financial services experience

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

A comprehensive Total Rewards Program include competitive compensation and flexible benefits, such as 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off.
Leaders who support your development through coaching and managing opportunities.
Ability to make a difference and lasting impact.
Work in a dynamic, collaborative, progressive, and high-performing team.
Opportunities to do challenging work.
Opportunities to build close relationships with clients.

Job Skills

Customer Knowledge, Customer Service, Customer Service Management, Group Problem Solving, Identifying Sales Opportunities, Interpersonal Relationship Management, Oral Communications, Perseverance and Follow-Through, Product Services, Sales Activities

Additional Job Details

Address:

101 RIVER DRIVE NORTH:GREAT FALLS

City:

Great Falls

Country:

United States of America

Work hours/week:

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-05-11

Application Deadline:

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

Apply Now

Refine Your Search

client services associate jobs in montana

Client Associate/Registered Client Associate

Registered Client Service Associate

Client Account Specialist

Wealth Management Client Associate

Client Site Liaison II (Laboratory Send Outs Technician)

Manager, Accounting Advisory - Manufacturing Industry Clients

Client Strategy Vice President

Manager, Accounting Advisory - Construction Industry Clients

Client Integration Specialist (Pharmacy Benefits)

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