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Client Associate Jobs in Bozeman, MT (NOW HIRING)

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 ...

InsCipher

Tax Associate

Bozeman, MT · Remote

$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 ...

KOHLS

Seasonal Retail Sales Associate

Bozeman, MT · On-site

$18/hr

Maintaining adherence to company safety policies for the safety of all associates and customers ... Client facing retail or service industry experience Pay Starts At: $18.00

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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Client Associate information

See Bozeman, MT salary details

$18.9K

$52K

$77K

How much do client associate jobs pay per year?

As of Sep 7, 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.

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.

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 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 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 84% Full Time, 12% Part Time, and 4% Contract. Highlights an 63% Physical, 3% Hybrid, and 34% Remote job distribution, with an average salary of $52,009 per year, or $25 per hour.

Associate Counsel

Zoot Enterprises, Inc.

Bozeman, MT • On-site

Full-time

Re-posted 29 days ago

Job description

Associate Counsel
Location: Bozeman, MT, 59718
Job Description:
The Associate Counsel position provides legal expertise and guidance regarding a large variety of legal and business issues applicable to Zoot Enterprises, Inc. and its affiliated companies (collectively, "Zoot"), including legal/regulatory compliance, contract drafting and negotiation, licensing, protection and management of intellectual property, employment law issues, tax compliance, entity structure and creation, and management of outside counsel.
Zoot's Legal Group is responsible for managing all legal functions applicable to Zoot's business.
For over 30 years, Zoot Enterprises has been a global provider of advanced origination, acquisition, and decision management solutions. Our customer-centric tools and services enable Zoot's clients to add value and differentiation, while providing nimble, scalable solutions for specific business objectives. Zoot provides a cloud based, secure processing environment. We offer tailored data driven decisioning technology solutions that empower our clients to streamline processes, increase flexibility and efficiency, accelerate growth, while accessing hundreds of cutting-edge data sources to help reduce risk.
Key Responsibilities
  1. Understand Zoot's businesses and how the law applies to Zoot's businesses and be able to provide effective counsel to Zoot's senior management and other employees regarding both business and legal issues.
  2. Proactively identify legal issues and laws relevant to Zoot's businesses - spot issues before they become problems.
  3. Research, learn, interpret, and provide clear and concise written and/or verbal explanations, guidance, and assistance regarding all applicable laws/issues relevant to Zoot's businesses, including, without limitation, the following: consumer financial services and banking; consumer financial and health data protection and privacy; medical, health, and wellness services; international privacy; information security; intellectual property protection, portfolio management, and licensing; employment laws and practices, employee benefits, daycare services, real property development and management, construction and construction management; oil and gas investing, drilling, and related leasing; investment management; and hotel and hospitality services and operations.
  4. Draft and effectively negotiate a large variety of contracts, licenses, etc.
  5. Analyze the probable outcomes of complex issues and problems, using knowledge of legal precedents, and make sound decisions.
  6. Learn new areas of the law as requested by Zoot's General Counsel and provide effective guidance and counsel to Zoot's General Counsel and other Zoot senior management and employees.
  7. Communicate effectively with Zoot's senior management and other Zoot employees, as well as third parties such as partners, clients, and vendors. Present Zoot's legal and business positions internally and externally in a clear, honest, and respectful way. The Associate General Counsel must recognize that he or she is a high level representative of Zoot in the community and to third parties and must conduct him or herself in such a way as to not bring disrepute to him or herself or Zoot. He or she must understand that a lawyer with a bad reputation is a lawyer that is ineffective at representing his or her client.
  8. Comply with all applicable rules of professional conduct/codes of ethics and other rules governing attorney behavior and the practice of law.
  9. Participate in establishing policies and procedures that are consistent with the organization's broad policies and objectives.
  10. Compliance with and knowledge of Zoot's Policies and Procedures, Code of Business Conduct, and Employee Agreement.
  11. Achieve a service-focused culture with emphasis on delivering on-time, high-quality products and services to internal and external customers.
  12. Take ownership of, manage, and assume primary responsibility for, the Legal Group's role regarding specific areas of the law, specific lines of business, compliance areas, and special projects (each as assigned by Zoot's General Counsel, the Associate General Counsel's "Managed Areas").
  13. Effectively and efficiently report to Zoot's General Counsel regarding Managed Areas and know when to seek guidance and/or feedback from Zoot's General Counsel within the Managed Areas.
  14. Effectively and efficiently communicate with and provide legal and business advice directly to Zoot's senior management without reliance on Zoot's General Counsel.
  15. Lead, manage, instruct, and mentor more junior lawyers within Zoot's Legal Group.
  16. A key responsibility of Associate General Counsel is to be proactive regarding identifying, vetting, and explaining legal and business ideas and potential legal/business improvements to Zoot's General Counsel and other senior management. An effective Associate General Counsel leads by proactively thinking through processes and problems and making unsolicited suggestions regarding potential solutions and improvements.
  17. When Zoot's General Counsel is not available: (1) coordinate the members of the Legal Group to ensure work continues to be completed as needed and deadlines are met; (2) communicate directly with Zoot's senior management regarding any urgent projects and requests; and (3) perform such other management and other tasks normally performed by Zoot's General Counsel, as instructed by Zoot's General Counsel or that are otherwise necessary for effective and efficient performance of the Legal Group in the General Counsel's absence.
  18. Other duties as assigned - it is understood that this list of major duties and responsibilities is not an all-inclusive list and that other duties and responsibilities, which may include helping others in the same or different departments, may be assigned by supervision.

Qualifications and Skills
  • Bachelor's Degree in Economics, Business, Finance, Engineering, Philosophy, or related field preferred.
  • Graduate Degree in Juris Doctor/Law Degree from an ABA accredited law school required.
  • Profession Designation Law
  • 5+ years of work experience at a law firm or in an in-house corporate law group required.
  • Must be in active, good standing to practice law in at least one state (Montana or South Dakota preferred). If you are not licensed in Montana, you must be willing and able to become licensed in Montana.
  • Certifications considered

Other legal experience areas preferred:
  • Medical technology licensing contracting, and regulatory issues
  • Healthcare
  • Franchising
  • Patent drafting
  • Financial technology licensing, contracting, and regulatory issues
  • Finance industry law and regulations, specifically consumer financial protection laws
  • Financial, accounting, or tax experience
  • Corporate governance
  • Real estate transactions
  • Data privacy and security law
  • Executive compensation and benefits

Or an equal combination of education and experience.
Background Check Requirement:
Ability to successfully pass background screening.
Physical Requirements
All positions at Zoot require the ability to move about inside an office environment which includes the operation of computers and other office productivity machinery and frequently communicates with other employees, clients, vendors, and visitors. This position specifically requires long periods of sitting at a computer workstation.
Working Conditions | Work Hours | Location
This position will take place primarily in an office setting. To optimize team performance, the workspace for this position is typically a cubicle setting in an open space environment. It is expected that exempt employees, and specifically this position, regularly and consistently report to work on-site, at Zoot headquarters, during normal business hours. Occasional nighttime and weekend work is required within the position. This position may occasionally require travel. The Information Security Analyst position is fast paced and ever changing, requiring flexibility, self-initiative, and regular management of changing priorities.

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