Wealth Client Services Specialist

First Interstate Bank; Billings (MT); Hybride; USD 42 000 - 56 000; Plein temps

Avantages offerts par ce poste

Generous PTO

Child Care Assistance Program

Exercise reimbursement

Résumé du poste

First Interstate Bank in Billings, MT is seeking a detail-oriented Client Services Associate to provide administrative support to Wealth Advisors, Financial Consultants, and Trust Officers. You will handle onboarding, account maintenance, and client inquiries with accuracy and in a timely manner.

The role requires a High School Diploma or GED and 1–3 years in financial services, with proficiency in Microsoft Office and a client-focused mindset.

Qualifications

• Strong communication and client service skills.
• High attention to detail and accuracy.
• Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint).
• Willingness to obtain certifications or licenses specific to the role; training and sponsorship provided.
• 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.

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 skills

Client service

Attention to detail

Formation

High School Diploma or GED

Outils

Microsoft Office

Description du poste

First Interstate Bank in Billings, MT is seeking a detail-oriented Client Services Associate to provide administrative support to Wealth Advisors, Financial Consultants, and Trust Officers. You will handle onboarding, account maintenance, and client inquiries with accuracy and in a timely manner.

The role requires a High School Diploma or GED and 1–3 years in financial services, with proficiency in Microsoft Office and a client-focused mindset.