Client Services Associate

First Interstate BancSystem•Billings, MT

1d•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 supports 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 GED.
1–3 years of experience in financial services, banking, trust, wealth management, brokerage, or a related field.
Strong communication and client service skills, demonstrated through coordination with internal and external stakeholders and successful completion of projects or service requests.
High attention to detail and accuracy, including producing error-free work, managing multiple deadlines, or handling high-volume tasks in fast-paced environments.
Proficiency in Microsoft Office (Word, Excel, Outlook, and PowerPoint), demonstrated through hands-on use to create documents, analyze data, develop presentations, and support daily workflow.
Willingness to obtain certifications or licenses specific to the role; training and sponsorship are provided.
Ability to meet the stated physical demands, with reasonable accommodations available as described.

Nice To Haves

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

Responsibilities

Initiates and schedules appointments with new and existing clients and gathers necessary information before meetings.
Serves as a primary point of contact for client inquiries about general account activity, documentation, and service requests.
Supports onboarding of new client accounts by gathering documentation, preparing forms, and coordinating with internal teams.
Processes account maintenance requests, including 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 ensures documentation meets regulatory standards.
Monitors and responds to daily client requests with attention to detail and service quality.
Works with operations and trust administration teams to resolve issues efficiently.
Supports Wealth Advisors, Financial Consultants, Trust Officers, Retirement Plan Specialists, and Retirement Plan Advisors with daily administrative tasks and workflow management.
Performs other duties as assigned.