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Client Associate Jobs in Bozeman, MT (NOW HIRING)

Maintaining adherence to company safety policies for the safety of all associates and customers ... Client facing retail or service industry experience Essential Functions The requirements listed ...

Warehouse Associate

Bozeman, MT · On-site

$16.25 - $19.50/hr

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 ...

Warehouse Associate

Bozeman, MT · On-site

$16.25 - $19.50/hr

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 ...

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 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:

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.

Seasonal Retail Sales Associate

Kohl's

Bozeman, MT

$18/hr

Part-time

Posted 24 days ago


Kohl's rating

5.8

Company rating: 5.8 out of 10

Based on 1,480 frontline employees who took The Breakroom Quiz

12th of 21 rated department stores


Job description

Role Specific Information

Job Description

About the Role

In this role, you will deliver excellent customer service in point of sale and customer services processes while focusing on consistent execution and operational efficiency. You will deliver speed of service transactions while creating a compelling customer experience.

What You'll Do

  • Engage customers by greeting them and offering assistance with products and services, operate a cash register, scan items, bag merchandise and properly handle different methods of payment

  • Accurately and efficiently execute point of sale and customer service standards based on company guidelines providing courteous, friendly, fast and efficient service

  • Meet or exceed individual goals (e.g., credit, loyalty)

  • Support inventory accuracy through accurate completion of all required point of sale and merchandise disposition practices

  • Support the training process for new hires on the service team, including teaching process best practices, proper point of sale procedures, using available tools and resources while meeting Kohl's brand standards

  • Participate in daily service processes (e.g., register and cash balancing, change orders, replenish supplies)

All associate roles at Kohl's are responsible for:

  • Acting with integrity, honesty and fostering teamwork in an engaged and inclusive culture

  • Exercising good judgment and discernment when making decisions; taking appropriate partners as needed

  • Demonstrating a customer service mindset, anticipating customer needs and satisfactorily resolving issues

  • Accomplishing multiple tasks within established timeframes

  • Following company policies, procedures, standards and guidelines

  • Maintaining adherence to company safety policies for the safety of all associates and customers

  • Receiving, understanding and proactively responding to direction from supervisors/managers and other company personnel

  • Other responsibilities as assigned

What Skills You Have

Required

  • Excellent customer service skills and ability to multi-task with strong attention to detail

  • Verbal/written communication and interpersonal skills

  • No retail experience required

  • Must be 16 years of age or older

  • Flexible availability, including days, nights, weekends, and holidays

Preferred

  • Client facing retail or service industry experience

Essential Functions

The requirements listed below are representative of functions you will be required to perform, however you may be required to perform additional functions. Kohl's may revise this job description at any time. To perform this job successfully, you must be able to perform each essential function satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions, absent undue hardship.

  • Ability to perform the accountabilities listed in the "What You'll Do" Section.

  • Ability to satisfactorily complete company training programs.

  • Ability to comply with dress code requirements.

  • Basic math and reading skills, legible handwriting, and basic computer operation.

  • Ability to operate and communicate on multiple frequency devices, handheld scanners, and other technology equipment as directed.

  • Ability to maintain prompt and regular attendance and meet scheduling requirements as set by the company.

  • Perform work in accordance with the Physical Requirements section.

Physical Requirements

  • Must be able to lift up to 50 lbs. frequently and occasionally over 50 lbs. with a two person lift.

  • Ability to climb, squat, stoop, kneel, crouch, bend, twist, reach, lift, grasp, push and pull on a frequent basis.

  • Ability to stand/walk for the duration of a scheduled shift.

  • Ability to visually verify information and locate and inspect merchandise.

  • Ability to comply with health and safety standards.

Pay Starts At: $18.00

What Kohl's employees say

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