Client Services Associate

First Interstate Properties, Ltd.; Billings (MT); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Generous PTO

Child Care Assistance

Exercise reimbursement

Community involvement

Job summary

First Interstate Properties, Ltd. in Billings, MT is seeking a Client Services Associate to provide administrative and operational support to Wealth Advisors and related professionals. The role focuses on onboarding, accurate documentation, and timely service for clients.

The position requires strong communication, high attention to detail, and proficiency with Microsoft Office. Entry to mid-level experience in financial services is preferred, with certifications sponsored where applicable.

Qualifications

• High School Diploma or GED required.
• 1-3 years experience in financial services, banking, trust, wealth management, brokerage, or related field.
• Experience with customer relationship management or trust/wealth software preferred.

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.

Skills

Strong communication

Attention to detail

Microsoft Office proficiency

Customer service

Education

High School Diploma or GED

Tools

CRM software

Job description

This position is located at our Billings, MT Billings Heights 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.

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 - Occasional (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