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Client Associate Jobs in Missoula, MT (NOW HIRING)

H&R Block

Tax Associate

Missoula, MT · On-site

$57K - $77K/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

Missoula, MT · On-site

$57K - $77K/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

Missoula, MT · On-site

$54K - $72K/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 ...

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All JobsClient Associate JobsClient Associate Jobs in Missoula, MT

Client Associate information

See Missoula, MT salary details

$18.3K

$50.5K

$74.8K

How much do client associate jobs pay per year?

As of Sep 7, 2026, the average yearly pay for client associate in Missoula, MT is $50,462.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,600.00 and $61,400.00 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 Missoula, MT?

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

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

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

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

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

Client Associate jobs near you
Infographic showing various Client Associate job openings in Missoula, MT as of August 2026, with employment types broken down into 58% Full Time, and 42% Part Time. Highlights an 92% In-person, and 8% Remote job distribution, with an average salary of $50,462 per year, or $24.3 per hour.

Client Services Associate

Willow Creek Capital Mgmt

Missoula, MT • On-site

Other

Posted 7 days ago

Key responsibilities

  • Serve as a primary point of contact for client inquiries, requests, and account service needs.

  • Support client onboarding, account maintenance, and documentation processes.

  • Assist the investment team with portfolio administration, trade support, and performance reporting.

Job description

About Us


Willow Creek Capital Management is a small, close-knit, female-founded, and owned asset management firm in Missoula, Montana, dedicated to helping our clients build and preserve wealth. Because we're a lean team of seven, everyone here has a seat at the table - there's no getting lost in a large organization or being boxed into a narrow lane. Instead, our team members get exposure to nearly every part of the business, from client relationships to portfolio management to daily operations, and that breadth is exactly how our best people grow their professional experience and become better equipped to help clients.


The Opportunity


We're looking for a Client Services Associate to join our team, but we want to be upfront: we're not looking for someone who wants a job. We're looking for someone who wants a career.


This is a true entry-level position, and we don't expect you to walk in the door knowing the markets inside and out. What we do expect is genuine curiosity, a strong work ethic, and a willingness to dive in and learn. In return, you'll get something rare for an entry-level role: real access. Because our team is small and operates all-hands-on-deck, you won't be siloed into one narrow task. You'll learn multiple verticals of the business, build your knowledge of the markets and portfolio management, and develop the relationship-building skills that are core to this industry. For the right person, this is a genuine launchpad with substantial room for growth in both responsibility and earnings as you prove yourself.


What You'll Do


  • Serve as a primary point of contact for client inquiries, requests, and account service needs, ensuring a responsive and polished client experience
  • Support client onboarding, account maintenance, and documentation, working closely with custodians and internal systems.
  • Assist the investment team with day-to-day portfolio administration, trade support, and performance reporting
  • Help prepare materials for client meetings, including reports, presentations, and account reviews
  • Learn and support various operational functions across the firm as needs arise — compliance tasks, marketing support, scheduling, and more
  • Build genuine familiarity with the markets, investment strategies, and portfolio construction by working alongside experienced advisors and portfolio managers
  • Contribute to process improvements as you learn where the business can run more efficiently
  • Take on increasing responsibility over time as you demonstrate reliability, judgment, and initiative


What We're Looking For


  • Bachelor's degree required
  • Prior internship or professional experience in financial services, wealth management, or a related field preferred
  • A genuine interest in financial markets and a desire to build a long-term career in the industry
  • Strong written and verbal communication skills, with a professional, client-first demeanor
  • Highly organized, detail-oriented, and comfortable managing multiple priorities at once
  • A proactive, "no task is too small" attitude and a willingness to jump in wherever the team needs help
  • Trustworthy with sensitive client and financial information
  • Proficiency with Microsoft Office (Excel in particular); familiarity with portfolio management or CRM software is a plus but not required


Why Join Us


  • Real mentorship. With a team of five, you'll work directly alongside experienced professionals, not buried under layers of management.
  • Breadth of exposure.  You'll touch client service, operations, and portfolio management,  giving you a well-rounded foundation few entry-level roles offer.
  • A genuine growth path. This role is designed as a launching point. Dedicated team members have a clear runway toward greater responsibility, client relationships of their own, and meaningfully higher earnings over time.
  • A firm that invests in you. We're committed to supporting continued learning, whether that's on-the-job mentorship or support for relevant industry licensing and designations as you grow.


How to Apply


Interested candidates should submit a resume and a brief cover letter explaining why you're looking to build a career in asset management to stephanie@willowcreekcm.com. We review applications on a rolling basis.


Willow Creek Capital Management is an equal opportunity employer.*


Apply