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Client Associate Jobs in Bozeman, MT (NOW HIRING)

Clearwater Credit Union

Universal Associate

Bozeman, MT · On-site

Universal Associates build strong relationships with current and prospective members while identifying opportunities to deepen engagement and contribute directly to the credit union's strategic goals ...

Clearwater Credit Union

Universal Associate

Bozeman, MT · On-site

Universal Associates build strong relationships with current and prospective members while identifying opportunities to deepen engagement and contribute directly to the credit union's strategic goals ...

Montana State University

Financial Associate

Bozeman, MT · On-site

$21.99 - $25.54/hr

The Fiscal Shared Services Financial Associate performs accounting transactions, reconciling and reporting for multiple client departments. Position Number 4M0701 Department Fiscal Shared Services ...

Zoot Enterprises, Inc.

Associate Counsel

Bozeman, MT · On-site

Associate Counsel Location: Bozeman, MT, 59718 The Associate Counsel position provides legal ... her client. * Comply with all applicable rules of professional conduct/codes of ethics and other ...

InsCipher

Tax Associate

Bozeman, MT · On-site

$21 - $26/hr

... Associate - Remote to join our team. Under the direction of the Filing Services Team Lead this role ... Ensure proper documents are received and reviewed from client submission * Conduct compliance and ...

Make Choteau Home

Associate Counsel - Bozeman

Bozeman, MT · On-site

$140 - $190/hr

The Associate Counsel position provides legal expertise and guidance regarding a large variety of ... her client. * Comply with all applicable rules of professional conduct/codes of ethics and other ...

New

Chico's FAS, Inc.

Sales Associate - Chico's

Bozeman, MT · On-site

$14.25 - $19.50/hr

The Sales Associate is responsible for supporting Management in in promoting a customer and product ... client communication through utilization of customer book. Operational Excellence * Supports ...

Chico's FAS

Sales Associate - Chico's

Bozeman, MT · On-site

$14.50 - $19.75/hr

The Sales Associate is responsible for supporting Management in in promoting a customer and product ... client communication through utilization of customer book. Operational Excellence • Supports ...

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All JobsClient Associate JobsClient Associate Jobs in Bozeman, MT

Client Associate information

See Bozeman, MT salary details

$18.9K

$52K

$77K

How much do client associate jobs pay per year?

As of Aug 12, 2026, the average yearly pay for client associate in Bozeman, MT is $52,009.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,800.00 and $63,300.00 per year, depending on experience, location, and employer.

How does a client associate typically collaborate with other teams within a financial services firm?

Client Associates frequently work alongside financial advisors, operations staff, and compliance departments to ensure seamless client service. They may coordinate account openings, process transactions, and assist with client inquiries, requiring strong communication and organizational skills. Collaboration is often facilitated through regular meetings, shared software platforms, and cross-departmental projects, making teamwork an essential aspect of the role. Adapting to different working styles and managing multiple priorities are common challenges that Client Associates navigate in this collaborative environment.

What is a client associate?

Client Associates are professionals who support financial advisors or client relationship managers in delivering high-quality service to clients. They handle administrative tasks, prepare account paperwork, respond to client inquiries, and help manage client accounts. Their role ensures smooth communication between clients and the firm while allowing advisors to focus on providing financial guidance. Client Associates often work in banking, wealth management, or investment firms. The position requires strong organizational, communication, and customer service skills.

What are the key skills and qualifications needed to thrive as a client associate?

To thrive as a Client Associate, you need strong organizational abilities, attention to detail, and foundational knowledge of financial products or client services, often supported by a relevant degree. Familiarity with CRM systems, financial software, and proficiency in Microsoft Office are typically required, and some firms may seek Series 7 or 63 licenses. Excellent communication, problem-solving skills, and a client-focused attitude help build trust and foster lasting client relationships. These capabilities ensure efficient client support, accurate processing of transactions, and contribute to overall client satisfaction and business success.

What is the difference between Client Associate vs Customer Service Representative?

AspectClient AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles prefer finance or sales certificationsHigh school diploma or equivalent; customer service training often preferred
Work EnvironmentFinancial institutions, investment firms, banksRetail, call centers, service centers
Employer & Industry UsageFinancial services, banking, wealth managementRetail, telecommunications, hospitality
Common Search & Comparison IntentUnderstanding roles in finance and client managementCustomer support and service roles

The main difference between a Client Associate and a Customer Service Representative lies in their industry focus and responsibilities. Client Associates typically work in financial institutions, handling client portfolios and providing investment or banking services. Customer Service Representatives work across various industries, focusing on resolving customer inquiries and support. While both roles require strong communication skills, Client Associates often need financial knowledge and certifications, whereas Customer Service Representatives focus on customer satisfaction and problem-solving.

What job categories do people searching Client Associate jobs in Bozeman, MT look for? The top searched job categories for Client Associate jobs in Bozeman, MT are:
What cities near Bozeman, MT are hiring for Client Associate jobs? Cities near Bozeman, MT with the most Client Associate job openings:
Client Associate jobs near you
Infographic showing various Client Associate job openings in Bozeman, MT as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 15% Part Time, and 6% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution, with an average salary of $52,009 per year, or $25 per hour.

Work From Home - Client Services Associate

Global Elite Empire Consultants

Bozeman, MT • Hybrid

Full-time

Posted 22 days ago

Job description

Are you a passionate individual seeking a fulfilling career that offers flexibility and growth opportunities? Look no further! With the option to work from home and enjoy a flexible schedule, you can balance your personal and professional life seamlessly while advancing your career.

Perks Include:
1. Work-Life Balance: Embrace the freedom to work from home and tailor your schedule to fit your lifestyle, ensuring you have time for what matters most to you.
2. Supportive Environment: Join a nurturing community that values work-life harmony and provides the support and flexibility you need to thrive in your career.
3. Mentorship & Growth: Access mentorship opportunities from experienced leaders who are dedicated to helping you succeed, empowering you to grow and excel in your role.

Qualifications:
Dedication to delivering exceptional customer service experiences.
Strong communication and interpersonal skills.
Ability to lead and inspire teams to achieve outstanding results.
Desire to pursue professional growth and development while maintaining a healthy work-life balance.

If you're ready to embark on a fulfilling career path that offers flexibility, growth, and support, apply now! Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership.

Don't miss out on this chance to prioritize both your personal and professional aspirations. Apply today and take the next step towards a rewarding career!

*All interviews will be conducted via Zoom video conferencing
(Global Elite Empire Consultants is a third-party recruiter, not an insurance agency)
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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