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Client Services Associate Jobs in Montana (NOW HIRING)

Stifel

Registered Client Service Associate

Billings, MT · On-site

Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide ...

Public Consulting Group

Client Service Associate 1

Helena, MT · On-site

$13.75 - $19/hr

... human services agencies to improve lives. Founded in 1986, PCG employs approximately 2,000 ... Client Success Associates are integral members of PCG's Northwest Education Team; the specific ...

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Client Services Associate information

See Montana salary details

$9

$20

$37

How much do client services associate jobs pay per hour?

As of Aug 12, 2026, the average hourly pay for client services associate in Montana is $20.56, according to ZipRecruiter salary data. Most workers in this role earn between $15.67 and $22.93 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a client services associate?

To thrive as a Client Services Associate, you need strong interpersonal skills, customer service experience, and often a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes industry-specific platforms is typically required. Exceptional communication, organizational abilities, and a proactive attitude help you stand out in this client-facing role. These skills and qualities are essential for building client trust, efficiently resolving issues, and supporting overall business growth.

What is a client services associate?

A client services associate is responsible for supporting financial advisors by providing a number of sales and support functions. In this career, you are typically employed by financial or wealth management organizations. Your job duties include giving quotes to customers, keeping records of investment transactions, building customer portfolios, and handling general customer service requests. Qualifications include experience with stocks, bonds and other investments, and strong customer service and oral communication skills.

What is the difference between Client Services Associate vs Customer Support Specialist?

AspectClient Services AssociateCustomer Support Specialist
Required CredentialsHigh school diploma or equivalent; some roles may prefer associate degreesHigh school diploma or equivalent; technical certifications optional
Work EnvironmentOffice setting, client-facing interactions, account managementCall centers, help desks, online support platforms
Employer & Industry UsageFinancial services, consulting, professional servicesRetail, tech companies, service industries
Common Search & Comparison IntentUnderstanding roles in client relationship managementAssisting customers with issues or inquiries

The main difference is that Client Services Associates focus on managing client accounts and building relationships in professional settings, while Customer Support Specialists primarily handle customer inquiries and technical issues. Both roles require strong communication skills but differ in their scope and work environment.

What are some common challenges faced by client services associates, and how can they be overcome?

Client Services Associates often manage multiple client accounts simultaneously, which can lead to competing priorities and tight deadlines. Effective time management and clear communication are essential for balancing these demands. Building strong relationships with clients and proactively addressing their concerns helps prevent misunderstandings and ensures satisfaction. Collaboration with internal teams, such as sales and operations, is also key to efficiently resolving client issues and delivering high-quality service.

What does a client services associate do?

A Client Services Associate acts as a key point of contact between a company and its clients, ensuring that clients receive high-quality service and support. They handle client inquiries, resolve issues, assist with account management, and coordinate with other departments to fulfill client needs. Their goal is to maintain positive client relationships and help ensure client satisfaction, often working in industries like finance, marketing, or consulting.
More about Client Services Associate jobs
What are the most commonly searched types of Client Services jobs in Montana? The most popular types of Client Services jobs in Montana are:
What are popular job titles related to Client Services Associate jobs in Montana? For Client Services Associate jobs in Montana, the most frequently searched job titles are:
What job categories do people searching Client Services Associate jobs in Montana look for? The top searched job categories for Client Services Associate jobs in Montana are:
What cities in Montana are hiring for Client Services Associate jobs? Cities in Montana with the most Client Services Associate job openings:
Client Services Associate jobs near you
Infographic showing various Client Services Associate job openings in Montana as of August 2026, with employment types broken down into 78% Full Time, and 22% Part Time. Highlights an 100% In-person job distribution, with an average salary of $42,770 per year, or $20.6 per hour.

Client Services Associate

First Interstate Bancsystem

Billings, MT

Full-time

PTO

Posted 15 hours ago

Posted today

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 Billings, MT Downtown Tower 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 Client Services Associate provides administrative and operational support to Wealth Advisor, Financial Consultants, Trust Officers, Retirement Plan Specialists, Retirement Plan Advisors, and clients. This position ensures highquality client experiences through effective communication, accuracy, and timely followup. The Client Services Associate plays a key role in account onboarding, maintenance, documentation, and daily service needs.
ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Initiates and schedules appointments with new and existing clients; gather necessary information prior to meetings.
  • Serves as a primary point of contact for client inquiries regarding general account activity, documentation, and service requests.
  • Supports the onboarding of new client accounts, including gathering documentation, preparing forms, and coordinating with internal teams.
  • Processes account maintenance requests such as beneficiary changes, address updates, distributions, and account transfers.
  • Assists in preparing client meeting materials, reports, and followup correspondence.
  • Maintains accurate and compliant client records and ensure all documentation meets regulatory standards.
  • Monitors and responds to daily client requests with strong attention to detail and service quality.
  • Works closely with operations and trust administration teams to resolve issues efficiently.
  • Supports Wealth Advisors, Financial Consultants, Trust Officers, Retirement Plan Specialists, and Retirement Plan Advisors in daily administrative tasks and workflow management.
  • 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

  • Strong communication and client service skills, demonstrated through regular coordination with internal and external stakeholders and successful completion of projects or service requests.
  • High attention to detail and accuracy, evidenced by consistently producing errorfree work, managing multiple deadlines, or handling highvolume tasks in fastpaced environments.
  • Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint), demonstrated through handson use to create documents, analyze data, develop presentations, and support daytoday workflow.
  • Willingness to obtain certifications or licenses specific to the role; training and sponsorship provided.


EDUCATION AND/OR EXPERIENCE

  • High School Diploma or General Education Degree (GED) required
  • 1-3 years experience in financial services, banking, trust, wealth management, brokerage, or a related field required
  • Experience with customer relationship management or trust/wealth software preferred


LICENSES AND CERTIFICATIONS

  • Related certifications or licenses 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
  • Lifting - Occasionally (up to 10 lbs)
  • Sitting - Frequently
  • Overtime - Subject to business need
  • Noise Level - Moderate
  • Typical Work Hours - M-F (8-5)
  • Regular and Predictable Attendance - Required

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

Apply