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

InsCipher

Tax Associate

Great Falls, 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 ...

InsCipher

Tax Associate

Great Falls, 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 ...

D.A. Davidson

Compliance Associate (Junior)

Great Falls, MT · Remote

$20.95 - $31.43/hr

... client base that includes individuals, corporations, institutional clients, and governments. The ... The Compliance Associate role is ideal for candidates who are new to the financial services ...

D.A. Davidson

Compliance Associate (Junior)

Great Falls, MT · On-site

$20.95 - $31.43/hr

... client base that includes individuals, corporations, institutional clients, and governments. The ... The Compliance Associate role is ideal for candidates who are new to the financial services ...

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Showing results 21-40

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 7, 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.

Orthopedic RN

Client Growth Resources

Malmstrom Air Force Base, MT • On-site

Other

Medical, Dental, Vision, Retirement, PTO

Re-posted 17 days ago

Job description

RN - Orthopedics (Clinic)

Our client is seeking an experienced Registered Nurse to serve as the primary clinical liaison between patients, staff, and orthopedic providers. Operating within an outpatient clinic setting that emphasizes teamwork and high-quality clinical outcomes, this role focuses on providing personalized patient care, coordinating daily clinical workflows, and facilitating clear communication across the interdisciplinary team.

Responsibilities:
  • Coordinate and manage daily clinical operations within the orthopedic clinic under provider direction, ensuring alignment with established professional standards and practices
  • Perform comprehensive triage of patient phone calls, evaluate clinical needs, and determine appropriate pathways of care or escalation to orthopedic specialists
  • Assist orthopedic providers with clinical examinations, diagnostic procedures, and specialized treatments following verified clinical competency
  • Manage clinical paperwork workflows, including processing prescription refills and completing medical prior authorizations efficiently
  • Work collaboratively within an interdisciplinary clinic team, providing clear clinical direction to Certified Nursing Assistants (CNAs) and medical schedulers
  • Take and record accurate patient vital signs, update electronic medical records, and prepare patients for orthopedic consultations or post-operative follow-ups
  • Foster a safe, collaborative, and family-centered care environment while maintaining strict accountability for clinical tasks and outcomes
Requirements:
  • Graduate of an accredited nursing program with an Associate Degree in Nursing (ADN) required (Bachelor of Science in Nursing preferred)
  • Current Montana State Registered Nurse (RN) license required (LPN or Certified Medical Assistant credentials considered based on experience, but RN is highly preferred for this position)
  • Current Basic Life Support (BLS) certification required
  • Strong foundational knowledge of medical terminology, basic nursing principles, and orthopedic clinical procedures
  • Proficient keyboarding and electronic health record (EHR) navigation skills, combined with strong general office operation capabilities
  • Excellent communication, multitasking, and organizational skills to effectively interface with providers, patients, and ancillary staff
  • Position is contingent upon successfully passing a criminal background check, drug screening, and health/immunization clearance
Benefits
  • Strong, industry-leading nurse-to-patient ratios designed to prevent burnout and maximize patient safety.
  • Full health, dental, and vision insurance packages.
  • Robust retirement savings plan with a generous employer matching contribution.
  • Fully covered medical malpractice insurance.
  • Generous paid time off (PTO) allocation to support a healthy work-life balance.

Note on Compensation & Hiring Requirements: All job offers are contingent upon the successful completion of standard pre-employment screenings, including a criminal background check, drug screening, and health/immunization verification.

Note on Employment Status: The comprehensive benefits package and compensation structure detailed above are explicitly offered for full-time positions. Eligible benefits may vary or be prorated for part-time arrangements.

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