Client Services Associate

First Interstate • Billings, MT

4d • Onsite

About The Position

The Client Services Associate provides administrative and operational support to Wealth Advisors, Financial Consultants, Trust Officers, Retirement Plan Specialists, Retirement Plan Advisors, and clients. The role helps ensure high-quality client experiences through effective communication, accuracy, and timely follow-up. It plays a key part in account onboarding, maintenance, documentation, and daily service needs. The position is located at the Billings Heights branch in Billings, Montana.

Requirements

• High school diploma or General Education Degree (GED).
• 1–3 years of experience in financial services, banking, trust, wealth management, brokerage, or a related field.
• Strong communication and client service skills.
• High attention to detail and accuracy, including the ability to manage multiple deadlines or high-volume tasks in a fast-paced environment.
• Proficiency in Microsoft Office, including Word, Excel, Outlook, and PowerPoint.
• Willingness to obtain role-specific certifications or licenses; training and sponsorship are provided.

Nice To Haves

• Experience with customer relationship management or trust/wealth software.
• Related certifications or licenses.

Responsibilities

• Initiate and schedule appointments with new and existing clients and gather necessary information before meetings.
• Serve as a primary point of contact for client inquiries about general account activity, documentation, and service requests.
• Support onboarding new client accounts by gathering documentation, preparing forms, and coordinating with internal teams.
• Process account maintenance requests, including beneficiary changes, address updates, distributions, and account transfers.
• Assist with preparing client meeting materials, reports, and follow-up correspondence.
• Maintain accurate and compliant client records and ensure documentation meets regulatory standards.
• Monitor and respond to daily client requests with attention to detail and service quality.
• Work with operations and trust administration teams to resolve issues efficiently.
• Support Wealth Advisors, Financial Consultants, Trust Officers, Retirement Plan Specialists, and Retirement Plan Advisors with daily administrative tasks and workflow management.
• Perform other duties as assigned.

Benefits

• Generous paid time off in addition to paid federal holidays.
• Child Care Assistance Program for eligible dependents.
• Exercise reimbursement program.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED