Wealth Client Services Associate — Onboarding & Support

First Interstate; Billings (MT); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Generous PTO and holidays

Child Care Assistance Program

Exercise reimbursement program

Job summary

First Interstate in Billings, MT is seeking a Client Services Associate to provide administrative support to Wealth Advisors, Financial Consultants, and Trust Officers. The role focuses on accurate onboarding, documentation, and timely service to clients while ensuring high-quality experiences.

Responsibilities include coordinating meetings, handling inquiries, and managing client records with attention to regulatory standards.

Qualifications

• Requires High School Diploma or GED.
• 1–3 years experience in financial services, banking, trust, wealth management, brokerage, or related field.
• Experience with CRM or wealth software preferred.

Responsibilities

• Initiates and schedules appointments with clients; gather information prior to meetings.
• Primary contact for client inquiries about account activity and service requests.
• Supports onboarding of new client accounts and coordinating with internal teams.
• Processes account maintenance requests (beneficiary changes, address updates, distributions, transfers).
• Prepares client meeting materials, reports, and follow-up correspondence.
• Maintains accurate client records meeting regulatory standards.

Skills

Communication

Client service

Attention to detail

Microsoft Office

Documentation

Education

High School Diploma or GED

Tools

CRM software

Job description

First Interstate in Billings, MT is seeking a Client Services Associate to provide administrative support to Wealth Advisors, Financial Consultants, and Trust Officers. The role focuses on accurate onboarding, documentation, and timely service to clients while ensuring high-quality experiences.

Responsibilities include coordinating meetings, handling inquiries, and managing client records with attention to regulatory standards.