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Client Associate Jobs in Great Falls, MT (NOW HIRING)

H&R Block

Tax Associate

Great Falls, MT · On-site

$51K - $68K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

H&R Block

Tax Associate

Great Falls, MT · On-site

$57K - $76K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

H&R Block

Tax Associate

Great Falls, MT · On-site

$53K - $70K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

H&R Block

Tax Associate

Malmstrom Air Force Base, MT · On-site

$56K - $75K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

greenpath, inc.

Client Success Specialist

Great Falls, MT · On-site

$16.50 - $17.50/hr

Client Services Training Start Date: August 31st, 2026 (Training is mandatory) About the Role At ... Associate's degree preferred; Bachelor's degree may substitute for experience. * A strong sense of ...

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All JobsClient Associate JobsClient Associate Jobs in Great Falls, MT

Client Associate information

See Great Falls, MT salary details

$18K

$49.7K

$73.6K

How much do client associate jobs pay per year?

As of Sep 6, 2026, the average yearly pay for client associate in Great Falls, MT is $49,703.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,000.00 and $60,500.00 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 are the most commonly searched types of Client jobs in Great Falls, MT?

The most popular types of Client jobs in Great Falls, MT are:

What are popular job titles related to Client Associate jobs in Great Falls, MT?

For Client Associate jobs in Great Falls, MT, the most frequently searched job titles are:

What job categories do people searching Client Associate jobs in Great Falls, MT look for?

The top searched job categories for Client Associate jobs in Great Falls, MT are:

What cities near Great Falls, MT are hiring for Client Associate jobs?

Cities near Great Falls, MT with the most Client Associate job openings:

Client Associate jobs near you
Infographic showing various Client Associate job openings in Great Falls, MT as of August 2026, with employment types broken down into 80% Full Time, 15% Part Time, and 5% Contract. Highlights an 62% Physical, 3% Hybrid, and 35% Remote job distribution, with an average salary of $49,703 per year, or $23.9 per hour.

Client Associate/Registered Client Associate

RBC

Great Falls, MT • On-site

Other

Medical, Dental, Vision, Life, Retirement, PTO

This job post has expired today. Applications are no longer accepted.

Job description

Client Associate/Registered Client Associate

Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to help our advisors manage and grow their business. Demonstrate a client first approach as you meet compliance standards, research and resolve problems, onboard new accounts, process and maintain account records, implement technology changes and prepare correspondence in a fast paced, professional and collaborative environment.

At RBC Wealth Management, your career progression matters to us. We offer training, development and learning resources so you continue to grow your career in a way that matters to you.

Build and maintain professional relationships with clients by assisting them and answering account questions.

Take initiative to handle account inquiries and customer needs and escalate to financial advisors when appropriate.

Adhere to compliance standards by obtaining and maintaining appropriate account documentation and communicate with clients about items needed.

Facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires and ACH's in a timely manner.

Maintain confidentiality in accordance with RBC's Code of Conduct.

Must-have:

Bachelor's degree or job-related experience

Strong soft skills including verbal and written communication, people, organizational, and client service skills

Attention to detail coupled with the mindset of how you can make advisors more efficient and effective

Series 7 and 66 (or 63/65) licenses or the willingness to get licensed within 12 months of hire

Ability to adapt to a rapidly changing business and technology environment

Nice-to-have:

Current FINRA registrations

Financial services experience

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

A comprehensive Total Rewards Program include competitive compensation and flexible benefits, such as 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off.

Leaders who support your development through coaching and managing opportunities.

Ability to make a difference and lasting impact.

Work in a dynamic, collaborative, progressive, and high-performing team.

Opportunities to do challenging work.

Opportunities to build close relationships with clients.

Customer Knowledge, Customer Service, Customer Service Management, Group Problem Solving, Identifying Sales Opportunities, Interpersonal Relationship Management, Oral Communications, Perseverance and Follow-Through, Product Services, Sales Activities

Address: 101 River Drive North: Great Falls

City: Great Falls

Country: United States of America

Work hours/week: 40

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Salaried

Posted Date: 2026-05-11

Application Deadline: To be determined

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

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