ZipRecruiter

Log In

1

Client Associate Jobs in Whitefish, MT (NOW HIRING)

PetSmart Careers

Pet Groomer

Kalispell, MT

$13.13 - $20.86/hr

  • Medical

  • Retirement

  • PTO

Associate discounts * Tuition Assistance * Career pathing * Development opportunities Job Summary ... Conducts salon appointment reminder calls, maintains client records and consults with pet parents ...

PetSmart

Pet Groomer

Kalispell, MT

  • Medical

  • Retirement

  • PTO

Associate discounts * Tuition Assistance * Career pathing * Development opportunities Job Summary ... Conducts salon appointment reminder calls, maintains client records and consults with pet parents ...

PetSmart

Pet Groomer

Kalispell, MT · On-site

  • Medical

  • Retirement

  • PTO

Associate discounts * Tuition Assistance * Career pathing * Development opportunities Job Summary ... Conducts salon appointment reminder calls, maintains client records and consults with pet parents ...

PetSmart

Pet Groomer

Kalispell, MT · On-site

  • Medical

  • Retirement

  • PTO

Associate discounts * Tuition Assistance * Career pathing * Development opportunities Job Summary ... Conducts salon appointment reminder calls, maintains client records and consults with pet parents ...

PetSmart Careers

Pet Groomer

Kalispell, MT

$13.13 - $20.86/hr

  • Medical

  • Retirement

  • PTO

Associate discounts * Tuition Assistance * Career pathing * Development opportunities Job Summary ... Conducts salon appointment reminder calls, maintains client records and consults with pet parents ...

PetSmart

Pet Groomer

Kalispell, MT

  • Medical

  • Retirement

  • PTO

Associate discounts * Tuition Assistance * Career pathing * Development opportunities Job Summary ... Conducts salon appointment reminder calls, maintains client records and consults with pet parents ...

PetSmart

Pet Groomer

Kalispell, MT · On-site

  • Medical

  • Retirement

  • PTO

Associate discounts * Tuition Assistance * Career pathing * Development opportunities Job Summary ... Conducts salon appointment reminder calls, maintains client records and consults with pet parents ...

PetSmart

Pet Groomer

Kalispell, MT · On-site

$13.13 - $20.86/hr

  • Medical

  • Retirement

  • PTO

Associate discounts * Tuition Assistance * Career pathing * Development opportunities Job Summary ... Conducts salon appointment reminder calls, maintains client records and consults with pet parents ...

PetSmart

Pet Groomer

Kalispell, MT

  • Medical

  • Retirement

  • PTO

Associate discounts * Tuition Assistance * Career pathing * Development opportunities Job Summary ... Conducts salon appointment reminder calls, maintains client records and consults with pet parents ...

Robert Peccia & Associates

Project Engineer

Kalispell, MT · On-site

$80K - $100K/yr

  • Retirement

Regular Full-Time Robert Peccia & Associates is seeking a motivated and technically proficient ... client requirements, and agency expectations. * Technical Analysis : Conduct engineering ...

Robert Peccia & Associates

Project Engineer

Kalispell, MT · On-site

$80K - $100K/yr

  • Retirement

Regular Full-Time Robert Peccia & Associates is seeking a motivated and technically proficient ... client requirements, and agency expectations. * Technical Analysis : Conduct engineering ...

previous page

Showing results 41-60

All JobsClient Associate JobsClient Associate Jobs in Whitefish, MT

Client Associate information

See Whitefish, MT salary details

$18.1K

$49.9K

$73.9K

How much do client associate jobs pay per year?

As of Aug 12, 2026, the average yearly pay for client associate in Whitefish, MT is $49,858.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,100.00 and $60,700.00 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 cities near Whitefish, MT are hiring for Client Associate jobs? Cities near Whitefish, MT with the most Client Associate job openings:
Client Associate jobs near you

Receptionist/ Legal Assistant

Kalispell Estate Planning Inc

Columbia Falls, MT • On-site

$20/hr

Full-time

Medical, Dental, Retirement, PTO

Re-posted 4 hours ago

Job description

Job description

Seeking a full-time Receptionist/Legal Assistant for a buy Estate Planning, Probate, Business Planning and Real Estate Firm in Columbia Falls, Montana. Must be able to multi-task and prioritize work while attending to important details and deadlines, as well as work independently. Applicant must have excellent writing, communication, and organizational skills. BEING ORGANIZED IS A MUST!

Position Duties Include:

· Answer telephone calls and schedule client appointments and follow up;

· Prepare client documents for consultations;

· Organize and assemble client documents for client;

· Draft, review, and revise correspondence and documents as needed;

· Real property research and Deed preparation;

· File pleadings with the court E-filing website;

· Work in cooperation with office members to resolve issues and problems that arise;

· Communicate with clients, experts, court personnel, and other offices; and

· Other professional and administrative tasks as needed.

Preferred Applicant will Possess the Following:

· Computer experience with Windows based software programs, including Word, Microsoft

Office, Outlook and other common computer software programs;

· Experience with a case management program such as Clio;

· Ability to interact professionally and collegially with co-workers and clients;

· Be able to problem solve and follow specific instructions provided by attorney;

· Ability to organize and maintain client files in a confidential setting;

· Familiarity of legal terminology;

· Be empathetic, patient and understanding towards persons who have experienced a personal

Loss; and

· Be organized.

Benefits and Compensation:

· Competitive starting salary, based on experience and education;

· Health Insurance and Aflac availability;

· Vacation and 401(k); and

· Pay increases depending on performance and revenue.

Job Type: Full-time

Pay: Starting at $20.00 per hour, DOE

Schedule:

  • 8 hour daily shift
  • 8:30 a.m. to 5:00 p.m.
  • Monday thru Friday

Education:

  • Associate’s Degree + (Preferred)

Experience:

  • Microsoft Office: 1 year (Required)
  • Office Experience: 1 year (Required)

Work Location: In person

Company Description

Tanko Law has been providing the best in Montana probate services, estate planning, wills and trusts and elder law since he opened his office doors in 1995. Tanko Law Office was founded with only one mission, providing the best legal advice in a caring manner and with outstanding customer service. Learning how to protect your assets, get a loved one’s estate through probate, or otherwise ensuring that your loved ones are cared for after a loss can be complex and difficult. Tanko Law Office will walk you through every step of the process and ensure that every legal need you have is covered.