Wealth Client Services Associate - Onboarding & Support

First Interstate BancSystem, Inc.; Billings (MT); Sur place; USD 42 000 - 56 000; Plein temps

Avantages offerts par ce poste

Generous PTO

Child Care Assistance

Exercise Reimbursement

Community Involvement

Résumé du poste

First Interstate BancSystem, Inc. in Billings Heights, MT is seeking a Client Services Associate to provide administrative and onboarding support to Wealth Advisors and Trust Officers.

You will manage client inquiries, prepare materials, and help maintain accurate records to ensure compliant, high‑quality service. This on‑site role requires 1–3 years in financial services, strong communication, and proficiency with Microsoft Office.

Qualifications

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

Responsabilités

• 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.

Connaissances

Communication

Client service

Attention to detail

Time management

Formation

High School Diploma or GED

Outils

Microsoft Office

CRM software

Description du poste

First Interstate BancSystem, Inc. in Billings Heights, MT is seeking a Client Services Associate to provide administrative and onboarding support to Wealth Advisors and Trust Officers.

You will manage client inquiries, prepare materials, and help maintain accurate records to ensure compliant, high‑quality service. This on‑site role requires 1–3 years in financial services, strong communication, and proficiency with Microsoft Office.