Wealth Client Services Associate

First Interstate Bank; Billings, Northern (MT, KY); Hybrid; USD 40,000 - 58,000; Full time

Benefits offered by this job

Paid Time Off

Child Care Assistance Program

Exercise reimbursement

Job summary

First Interstate Bank in Billings, MT is seeking a Client Services Associate to support Wealth Advisors, Financial Consultants, and Trust Officers by delivering high-quality client experiences. You will handle onboarding, documentation, and daily service tasks with accuracy and timely follow-up.

Responsibilities include scheduling appointments, managing client inquiries, preparing meeting materials, and maintaining compliant records.

Qualifications

• Strong communication and excellent client service skills.
• High attention to detail in fast-paced environments.
• Proficiency with Microsoft Office suite (Word, Excel, Outlook, PowerPoint).
• Willingness to obtain role-specific licenses or certifications, with training provided.

Responsibilities

• Initiates and schedules appointments with new and existing clients; gather necessary information prior to meetings.
• Serves as the primary 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 changes, updates, distributions, and transfers.

Skills

Communication

Client service

Attention to detail

MS Office

Education

High School Diploma

Tools

CRM software

Excel

Outlook

Job description

First Interstate Bank in Billings, MT is seeking a Client Services Associate to support Wealth Advisors, Financial Consultants, and Trust Officers by delivering high-quality client experiences. You will handle onboarding, documentation, and daily service tasks with accuracy and timely follow-up.

Responsibilities include scheduling appointments, managing client inquiries, preparing meeting materials, and maintaining compliant records.