STOCKMAN WEALTH MANAGEMENT CLIENT SERVICE ASSOCIATE
Stockman Bank of Montana•Helena, MT
About The Position
The Client Service Associate provides foundational support to the client service team, assisting advisors and operations with onboarding, account maintenance, money movements, and day-to-day operational tasks. This role focuses on executing routine processes accurately, maintaining organized client records, and ensuring a responsive client experience. Success in this position requires attention to detail, eagerness to learn, and a collaborative approach to supporting advisors and the broader operations team.
Requirements
- Commitment to providing exceptional client service.
- Strong communication and organizational skills.
- Ability to prioritize tasks and follow established procedures.
- Attention to detail and willingness to learn new systems.
- Familiarity with Microsoft Office (Outlook, Word, Excel, PowerPoint).
- Comfort with technology systems and data entry.
- Learning Orientation – eagerness to develop knowledge of investment and client service operations.
- Communication Skills – ability to clearly share information with team members and clients.
- Teamwork – collaborative mindset to support specialists and advisors.
- Professionalism – maintaining a professional attitude, image, and work ethic.
Nice To Haves
- Bachelor’s Degree preferred (or equivalent work experience).
- No prior industry certifications required; Series 65 may be pursued as part of career development.
- 0–2 years of relevant experience; internships or exposure to finance a plus
Responsibilities
- Assist with new account setup and documentation preparation.
- Review forms for completeness and accuracy under guidance of senior staff.
- Support advisors in delivering a smooth onboarding experience.
- Respond to routine client service requests with courtesy and professionalism.
- Process basic updates (address changes, beneficiary updates, account transfers).
- Maintain accurate client records in Customer Relationship Management (CRM) software and custodial systems.
- Track service requests and escalate issues when necessary.
- Provide operational support to advisors by preparing materials and assisting with routine tasks.
- Communicate updates and information clearly to advisors and team members.
- Support advisors and operations team in resolving client issues.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
251-500 employees
