Client Services Associate

First Interstate Bank; Billings (MT); On-site; USD 38,000 - 54,000; Full time

Benefits offered by this job

Generous PTO (Paid Time Off)

Child Care Assistance Program

Exercise reimbursement

Job summary

First Interstate Bank in Billings, MT is seeking a Client Services Associate to provide administrative and operational support to Wealth Advisors, Financial Consultants, and Trust Officers. You will ensure high-quality client experiences through effective communication, accuracy, and timely follow-up.

Responsibilities include onboarding new client accounts, preparing documents, coordinating with internal teams, and maintaining compliant client records in a fast-paced branch environment at the

Qualifications

• Strong communication and client service skills demonstrated through coordinating with stakeholders and handling client requests.
• Excellent attention to detail and ability to manage multiple deadlines in a fast-paced environment.
• Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint) and ability to create documents and reports.
• Willingness to obtain certifications or licenses specific to the role; training and sponsorship provided.

Responsibilities

• Initiates and schedules appointments with new and existing clients; gathers necessary information prior to meetings.
• Serves as a primary point of contact for client inquiries regarding account activity, documentation, and service requests.
• Supports onboarding of new client accounts, including gathering documentation and coordinating with internal teams.
• Processes account maintenance requests such as beneficiary changes, address updates, distributions, and transfers.
• Assists in preparing client meeting materials, reports, and follow-up correspondence.
• Maintains accurate and compliant client records meeting regulatory standards.
• Monitors and responds to daily client requests with accuracy and high service quality.
• Works with operations and trust administration teams to resolve issues efficiently.
• Supports Wealth Advisors and other professionals in daily administrative tasks and workflow management.

Skills

Communication skills

Client service

Microsoft Office

Attention to detail

Time management

Education

High School Diploma or GED

Tools

CRM software

Job description

This position is located at our Billings, MT Downtown Tower 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 - Occasionally (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.

First Interstate Bank is an equal opportunity employer committed to a diverse workforce and a barrier‑free employment process. Employment is based solely on an individual's merit and qualifications directly related to the position. We do not discriminate on the basis of race, color, religion, national origin, ancestry, pregnancy status, sex, age, marital status, disability, medical condition or any other characteristics protected by law.

We make all reasonable accommodations to meet the obligations set forth under the Americans with Disabilities Act (ADA) and state disability laws.

In order to ensure reasonable accommodations for individuals protected by Section 503 of the Rehabilitation Act of 1973, the Vietnam Era Veterans’ Readjustment Assistance Act of 1974, and Title I of the Americans with Disabilities Act of 1990, as amended, individuals that require accommodation in the job application process for a posted position may contact us Monday through Friday, 8 am to 5 pm MST at [e-mail].

All applicants must pass pre‑employment screenings including a background check. First Interstate BancSystem participates in E‑Verify which will require new employees to verify their identity and employment eligibility through the internet‑based system operated by the Social Security Administration (SSA) and the Department of Homeland Security (DHS).

E‑Verify Notice English or Spanish Right to Work Notice English or Spanish