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Client Associate Jobs in Bozeman, MT (NOW HIRING)

Warehouse Associate

Bozeman, MT · On-site

$16.25 - $19.50/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Up to 20% of the time will be spent traveling to / from local client locations to assist with deliveries and pick up equipment. May be required to sit or stand for long periods. Lift up to 50 pounds ...

Project Manager

Bozeman, MT · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Hybrid About Us: Pickett, an ESP Associates company, is a highly innovative surveying and ... Interface directly with the client and internal management to report progress, costs, schedule and ...

New

B2C Customer Experience Associate I

Bozeman, MT · On-site

$17 - $19/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

B2C Customer Experience Associate I Revelyst is a collective of world-class maker brands that design and manufacture performance gear and precision technologies for outdoor enthusiasts. Our portfolio ...

Customer Service Associate I

Belgrade, MT · On-site

$15.50 - $21.50/hr

  • Medical

  • Dental

  • Vision

  • Retirement

Customer Service Associate We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the ...

Build strong client loyalty and influence clients by identifying their needs and suggesting ... Maintaining adherence to company safety policies for the safety of all associates and customers

Retail Store Stocking Associate

Belgrade, MT · On-site

$16.25 - $18.75/hr

Review project instructions and client expectations before each assignment * Execute merchandising projects according to client requirements * Perform product resets, cut-ins, display maintenance ...

Retail Store Stocking Associate

Ennis, MT · On-site

$13.75 - $15.75/hr

Review project instructions and client expectations before each assignment * Execute merchandising projects according to client requirements * Perform product resets, cut-ins, display maintenance ...

B2C Customer Experience Associate I

Bozeman, MT

$17 - $20/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Position Summary The B2C Customer Experience Associate I serves as a key point of contact for customers, delivering exceptional service and support across a variety of inquiries, including product ...

B2C Customer Experience Associate I

Bozeman, MT · On-site

$17 - $20/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Position Summary The B2C Customer Experience Associate I serves as a key point of contact for customers, delivering exceptional service and support across a variety of inquiries, including product ...

Customer Service Associate I

Ennis, MT · On-site

$13.25 - $18.25/hr

  • Medical

  • Dental

  • Vision

  • Retirement

We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...

Customer Service Associate I

Bozeman, MT · On-site

$14.75 - $20.50/hr

  • Medical

  • Dental

  • Vision

  • Retirement

We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...

Customer Service Associate I

Belgrade, MT · On-site

$15.50 - $21.50/hr

  • Medical

  • Dental

  • Vision

  • Retirement

We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...

Customer Service Associate I

Bozeman, MT · On-site

$14.75 - $20.50/hr

  • Medical

  • Dental

  • Vision

  • Retirement

We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...

Customer Service Associate I

Ennis, MT · On-site

$13.25 - $18.25/hr

  • Medical

  • Dental

  • Vision

  • Retirement

We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...

Showing results 41-60

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:
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.

Warehouse Associate

Kelley Create

Bozeman, MT • On-site

$16.25 - $19.50/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 11 days ago


Kelley Create rating

9.4

Company rating: 9.4 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

7th of 223 rated it services


Job description

Warehouse Operations Manager

This position works to ensure the shipping/receiving tasks, inventory management, route scheduling, machine allocation, and the loading and unloading of freight are all done safely, correctly, and in a timely manner.

Essential Duties and Responsibilities
  • Pull, weigh, package, ship, and/or receive supplies and parts.
  • Use EA on a daily basis for a variety of functions within the warehouse(s)
  • Effectively use and understand UPS/FedEx software to accurately enter and track orders/shipments and produce summary reporting on request.
  • Use proper packaging methods and interpret visual aids used to convey specific packaging requirements.
  • Maintain organized inventory and dock area.
  • Conduct inventory cycle counting and reporting, monthly inventory accounting, and reorder quantity vendor releases notification.
  • Aid with equipment set-up within our local shop
  • Provide support for emergency deliveries, pick up of used equipment from customer locations, or pick up locally acquired parts, tools, and equipment.
  • Assist on deliveries as needed.
  • Adhere to and follow all company policies, procedures, and governmental regulations.
  • Demonstrate behaviors consistent with those of the Company's core values at all times.
  • Follow all safety regulations and precautions.
  • Complete all other tasks or projects as assigned.

Work is performed indoors (warehouse) and outdoors. Up to 20% of the time will be spent traveling to / from local client locations to assist with deliveries and pick up equipment. May be required to sit or stand for long periods. Lift up to 50 pounds on a regular basis, up to 70 pounds occasionally. Move 50 pounds frequently and up to 100 pounds occasionally. Push / Pull 50 pounds frequently and up to 175 pounds occasionally. Exposure to shop and equipment elements including noise, dust, odors, fumes, oils, and chemicals.

Desired Knowledge/ Skills and Experience:

  • High school diploma or equivalent
  • Three years related experience
  • Shipping / Receiving processes and practices
  • Safety procedures and practices in a warehouse environment
  • Ability to read and interpret documents, procedures, and manuals
  • Ability to communicate effectively with co-workers and customers both verbally and in writing
  • Proficiency with email and other software programs
  • Knowledge of DOT rules and regulations

Competitive Benefits Package Include:

  • Medical Insurance
  • Dental/Vision Insurance
  • Life Insurance
  • Flexible Spending
  • Supplemental insurance
  • 401K with company match
  • Profit Sharing upon goal attainment
  • Paid Vacation
  • Paid Holidays
  • Ongoing training opportunities

Must have a valid driver's license and acceptable driving record and pass background screening.


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