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Private Client Associate Jobs in Montana (NOW HIRING)

RMW Accounting LLC

Senior Associate

Shelby, MT · On-site

About RMW Accounting RMW Accounting is a fast-growing, private equity-backed accounting firm with a ... Client Service Excellence: We are dedicated to delivering exceptional, personalized service built ...

CROSSMARK1

stock merchandiser

Anaconda, MT · On-site

Headquartered in Plano, Texas, CROSSMARK is a privately owned corporation. Equal Opportunity ... associates and other merchandising companies to effectively meet company and client objectives.

CROSSMARK1

Stock Merchandiser (Part Time)

Anaconda, MT

$12.75 - $16/hr

Headquartered in Plano, Texas, CROSSMARK is a privately owned corporation. Equal Opportunity ... associates and other merchandising companies to effectively meet company and client objectives.

Robert Peccia & Associates

Project Manager

Kalispell, MT · On-site

$100K - $120K/yr

Regular Full-Time Robert Peccia & Associates is seeking an experienced and motivated Project ... Ensure project work meets applicable codes, environmental regulations, agency standards, client ...

Robert Peccia & Associates

Project Manager

Kalispell, MT · On-site

$100K - $120K/yr

Regular Full-Time Robert Peccia & Associates is seeking an experienced and motivated Project ... Ensure project work meets applicable codes, environmental regulations, agency standards, client ...

CROSSMARK1

Retail Merchandising

Anaconda, MT · On-site

$12.75 - $16/hr

Headquartered in Plano, Texas, CROSSMARK is a privately owned corporation. Equal Opportunity ... associates and other merchandising companies to effectively meet company and client objectives.

CROSSMARK1

Retail Merchandising

Helena, MT

$13 - $16/hr

Headquartered in Plano, Texas, CROSSMARK is a privately owned corporation. Equal Opportunity ... associates and other merchandising companies to effectively meet company and client objectives.

CROSSMARK1

Retail Merchandising

Helena, MT

$13 - $16/hr

Headquartered in Plano, Texas, CROSSMARK is a privately owned corporation. Equal Opportunity ... associates and other merchandising companies to effectively meet company and client objectives.

CROSSMARK1

Retail Merchandising

Anaconda, MT

$12.75 - $16/hr

Headquartered in Plano, Texas, CROSSMARK is a privately owned corporation. Equal Opportunity ... associates and other merchandising companies to effectively meet company and client objectives.

CROSSMARK1

Retail Merchandising

Helena, MT · On-site

$13 - $16/hr

Headquartered in Plano, Texas, CROSSMARK is a privately owned corporation. Equal Opportunity ... associates and other merchandising companies to effectively meet company and client objectives.

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Showing results 21-40

All JobsPrivate Client Associate JobsPrivate Client Associate Jobs in Montana

Private Client Associate information

How does a private client associate collaborate with financial advisors and other team members to serve clients?

Private Client Associates work closely with financial advisors, portfolio managers, and client service teams to ensure a seamless client experience. They often act as a primary point of contact for high-net-worth clients, handling account administration, preparing meeting materials, and responding to client inquiries. Collaboration is key, as they coordinate with other specialists to address complex client needs, such as investment planning or trust services. This team-oriented environment fosters professional development and provides exposure to multiple aspects of wealth management.

What is a private client associate?

A Private Client Associate is a financial professional who works closely with high-net-worth individuals or families to manage their investment portfolios, provide personalized financial advice, and support their overall wealth management needs. They typically assist private client advisors or relationship managers by preparing client presentations, conducting research, and handling account administration. The role requires strong communication, organizational, and analytical skills, as well as a solid understanding of financial markets and products. Private Client Associates play a key role in ensuring clients receive tailored services and a high level of attention.

What skills and qualifications are needed to thrive as a private client associate?

To thrive as a Private Client Associate, you need a solid background in finance, investment principles, and client relationship management, typically supported by a bachelor's degree in finance or a related field. Familiarity with portfolio management software, CRM systems, and relevant certifications such as FINRA Series 7 or 66 is highly valuable. Exceptional interpersonal skills, discretion, and attention to detail help build trust and deliver personalized service to high-net-worth clients. These competencies are crucial for maintaining client satisfaction, ensuring compliance, and supporting the firm's reputation and growth.

What are popular job titles related to Private Client Associate jobs in Montana?

For Private Client Associate jobs in Montana, the most frequently searched job titles are:

What job categories do people searching Private Client Associate jobs in Montana look for?

The top searched job categories for Private Client Associate jobs in Montana are:

Private Client Associate jobs near you
Infographic showing various Private Client Associate job openings in Montana as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution.

Senior Associate

RMW Accounting LLC

Shelby, MT • On-site

Full-time

Re-posted 15 days ago

Job description

Company Overview:
RMW Accounting is a leading Tax and Accounting company known for its commitment to excellence, innovation, and growth. We are dedicated to providing our clients with exceptional service and tailored solutions. Our team thrives on collaboration, professional development, and a strong sense of community.
About RMW Accounting
RMW Accounting is a fast-growing, private equity-backed accounting firm with a presence spanning 20 offices across more than 15 states and plans to grow to 40+ offices in the next 5 years. The firm combines national reach with a client-centered approach, offering comprehensive accounting, tax, and financial services that extend far beyond compliance. With a team of experienced CPAs and advisors, RMW emphasizes personalized guidance, helping clients meet their goals and plan with confidence while preserving the strong relationships that define its culture.
We're a values-driven company, and our values guide everything we do:
  • Client Service Excellence: We are dedicated to delivering exceptional, personalized service built on a deep understanding of each client's unique goals. By focusing on long-term relationships, proactive support, and attention to detail, we help clients succeed with confidence.
  • Integrity: Integrity is the cornerstone of everything we do. We uphold the highest ethical standards in all our business practices, always acting with transparency, honesty, and a strong sense of responsibility to our clients, colleagues, and partners.
  • Collaborative Culture: We believe in fostering a collaborative and inclusive work culture where every team member is valued and supported. Our success is driven by mutual respect, open communication, and a shared commitment to achieving our common goals, ensuring that everyone thrives together.
  • Community Commitment: We take pride in being deeply connected to the communities we serve, understanding their unique needs, and providing valuable support. Our local offices engage with and contribute to their communities, strengthening relationships and making a positive impact wherever we operate.

If these resonate with you, you'll feel at home at RMW.
Overview:
Experience in handling individual, corporate, and partnership clients. Review and signing of individual, business, and fiduciary returns. Providing clients with tax related projections and consulting as needed, along with general planning. Working as a part of a team to solve problems, do research, and complete projects.
RESPONSIBILITIES:
  • Review U.S. and multi-state income tax returns for business entities, including C-corporations, S-Corporations, partnerships, and fiduciary returns
  • Review U.S. and state individual income and gift tax returns
  • Prepare tax projections for individual and corporate clients
  • Conduct tax research as needed
  • Communicate with existing clients and colleagues regarding various tax matters
  • Engage in consulting and special projects as requested by clients

QUALIFICATIONS:
  • Min 3-5+ years of relevant tax experience
  • CPA or EA track or certificate preferred
  • Ability to work both independently and with a team
  • Advanced computer skills in Microsoft Office, Word, and Excel
  • UltraTax Virtual Office and Quickbooks are used but not required
  • Proficient with QuickBooks or other trial balance software - Preferred
  • Strong verbal and written communication skills
  • Strong attention to detail and organizational skills
  • Ability to meet deadlines while handling multiple client projects in a fast-paced environment

Apply