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Client Associate Jobs in Hamilton, MT (NOW HIRING)

Retail Store Stocking Associate

Darby, MT · On-site

$14.50 - $16.50/hr

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

Customer Service Associate I

Darby, MT · On-site

$13.75 - $19/hr

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

Darby, MT · On-site

$13.75 - $19/hr

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

Hamilton, MT · On-site

$13 - $17.75/hr

* Models and delivers a distinctive and delightful customer experience. * Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service.

* Models and delivers a distinctive and delightful customer experience. * Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service.

Customer Service Associate

Hamilton, MT · On-site

$13 - $17.75/hr

* Models and delivers a distinctive and delightful customer experience. * Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service.

Analyst

Hamilton, MT · On-site

Milestone Project Services, SIS SILverstone, VeraPro, Salmon & Associates, and Cornerstone ... Develop and edit proposal content with attention to clarity, accuracy, and responsiveness to client ...

Client Associate information

See Hamilton, MT salary details

$16.5K

$45.5K

$67.4K

How much do client associate jobs pay per year?

As of Aug 12, 2026, the average yearly pay for client associate in Hamilton, MT is $45,523.00, according to ZipRecruiter salary data. Most workers in this role earn between $35,700.00 and $55,400.00 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 Hamilton, MT look for? The top searched job categories for Client Associate jobs in Hamilton, MT are:
What cities near Hamilton, MT are hiring for Client Associate jobs? Cities near Hamilton, MT with the most Client Associate job openings:
Infographic showing various Client Associate job openings in Hamilton, 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 $45,523 per year, or $21.9 per hour.

$17.25 - $21/hr

Full-time

PTO

Posted 12 days ago


Job description

**If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal.

This position is located at our Hamilton, MT branch.
What's Important to You
We know your career is just one aspect of a meaningful, complex, and demanding life. That's why we designed our compensation and benefits package to provide employees and their families with as much choice as possible.

  • Generous Paid Time Off (PTO) in addition to paid federal holidays.
  • Child Care Assistance Program for eligible dependent(s).
  • Exercise reimbursement program for employees.
  • The health and happiness of the places we call home matter to us. Learn a little more about what we do for the communities we serve and why we want YOU to be a part of it.

We encourage you to apply. Reach for what you want and tell us why your work ethic and willingness to learn make you a natural fit for #TeamFirstInterstate.
SUMMARY
The Associate Community Banker delivers personalized client service by holding financial conversations with clients and prospects to determine their needs and provide appropriate solutions. This position is responsible maintaining client relationships, with emphasis on First Interstate Bank's Service Commitments and in accordance with our vision and values.
ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Delivers personalized client service in person and over the phone by answering questions, assisting with issues, and offering solutions.
  • Opens and maintains a variety of products, including consumer and basic business checking and savings accounts, Individual Retirement Accounts, Certificates of Deposit, consumer credit cards, and more.
  • Performs Teller duties, conducting a variety of financial transactions such as check cashing, deposits, withdrawals, loan payments, and accurately counting currency and coin.
  • May engage in conversations about and process new consumer loan requests.
  • Holds financial conversations with clients and prospects to determine needs and provide appropriate solutions.
  • Identifies referral opportunities to other lines of business-including, but not limited to, Home Loans, Treasury Solutions, Merchant Services, Business Banking, and Wealth Management-consistently utilizing 360 View to document referrals and other client activity.
  • Builds client relationships through proactive outreach and followup.
  • Completes work accurately with minimal errors.
  • Participates in volunteer activities and financial education efforts.
  • Stays current on regulatory changes and demonstrates compliance with all bank regulations, policies, and procedures related to assigned job functions; knowledge may be gained through coursework and onthejob training.
  • Performs other duties as assigned.


QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
KNOWLEDGE, SKILLS AND ABILITIES

  • Demonstrates strong attention to detail and the ability to follow verbal and written instructions while maintaining confidentiality.
  • Uses tact and diplomacy effectively when interacting with clients and coworkers.
  • Possesses working knowledge of personal computers, Microsoft programs, and strong 10key skills.
  • Maintains working knowledge of digital platforms, CRM systems, and emerging technologies.
  • Able to read and comprehend simple instructions, short correspondence, and memos.
  • Able to write simple correspondence.
  • Able to effectively present information in oneonone and smallgroup situations to clients and other employees of the organization.
  • Able to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
  • Able to compute rates and percentages and draw and interpret bar graphs.
  • Able to apply commonsense understanding to carry out detailed but uncomplicated written or oral instructions.
  • Able to solve problems involving a few concrete variables in standardized situations.
  • Demonstrates timely completion of work and adjusts to workload demands to meet expected deadlines.
  • Produces complete and accurate work, displaying pride and professionalism in all tasks.
  • Takes personal initiative and serves as a positive example for others to follow.


EDUCATION AND/OR EXPERIENCE

  • High School Diploma or General Education Degree (GED) required
  • Banking or related experience required


LICENSES AND CERTIFICATIONS

  • Registered Mortgage Loan Originator per the SAFE Act preferred


PHYSICAL DEMANDS AND WORKING ENVIRONMENT
The physical demands and work environment are representative of those that must be met or encountered to successfully perform the essential functions of the job. In compliance with the Americans with Disabilities Act, the company provides reasonable accommodation to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer.

  • Dexterity of hands/fingers to operate computer keyboard and mouse - Frequently
  • Handling - Frequently
  • Hearing - Frequently
  • Lifting - Occasionally (up to 25 lbs)
  • Sitting - Occasionally
  • Standing - Frequently
  • Talking - Frequently
  • Walking - Occasionally
  • Noise Level - Moderate
  • Typical Work Hours - Vary based on scheduling and business need
  • Regular and Predictable Attendance - Required
  • Travel - as needed

**If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal.