Wealth Client Experience Specialist

First Interstate Properties, Ltd.; Billings (MT); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

PTO & Holidays

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, Trust Officers, and clients at the Billings Heights branch.

You will handle onboarding, scheduling, documentation, and daily service requests with attention to detail and a client‑centric mindset, maintaining compliant records and coordinating with internal teams to ensure timely responses and smooth account activity.

Qualifications

• High School Diploma or GED required.
• 1-3 years experience in financial services or related field.
• Experience with CRM 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

Certifications willingness

Education

High School Diploma or GED

Tools

CRM software

Wealth management software

Job description

First Interstate Properties, Ltd. in Billings, MT is seeking a Client Services Associate to provide administrative and operational support to Wealth Advisors, Trust Officers, and clients at the Billings Heights branch.

You will handle onboarding, scheduling, documentation, and daily service requests with attention to detail and a client‑centric mindset, maintaining compliant records and coordinating with internal teams to ensure timely responses and smooth account activity.