Posted 05/20/2026
Job Number: 16681

Client Service Associate

Bozeman, Montana Onsite

Industry:  Financial Services

Job Category: Wealth Management

Job Type:  Direct Hire

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Job Description

Position Title: Client Service Associate

This role is essential for supporting a financial advisor and ensuring a high level of client service. The position involves interacting with clients, managing operational tasks, and facilitating various transactions. Candidates should demonstrate a willingness to learn and possess a strong work ethic. The environment is fast-paced, requiring the ability to multitask and adapt to changing priorities. Ideal candidates will thrive in a team-oriented culture that values professionalism and client engagement.

Salary Range: $50,000 – $57,000 / Year DOE

Client Service Associate Responsibilities:

  • Support the financial advisor in managing a substantial book of business
  • Engage with clients through phone calls and emails
  • Process client transactions, including sending checks and setting up ACH transfers
  • Open new accounts and manage deposits
  • Communicate effectively with clients and follow advisor instructions
  • Handle simple trades and maintain accurate paperwork
  • Stay informed about market trends to engage in client conversations
  • Utilize CRM systems for data entry and client management

Client Service Associate Requirements:

  • One year of professional office experience
  • Proficiency with technology and software applications
  • A bachelor’s degree is preferred
  • Experience in financial services or banking is preferred
  • Registration as a client associate (SIE, Series 7, and Series 66) is preferred, not required

Benefits:

  • Comprehensive medical, dental, and vision benefits
  • 401(k) plan with company contributions
  • Paid time off starting at 10 days, increasing with tenure
  • 83 hours of sick leave annually
  • Observed holidays include New Year’s Day, Memorial Day, and Thanksgiving Day

If you are a Client Service Associate looking to take the next step in your career, apply now! #LI-KR1

Job ID: a0CUm00004LgZZiMAN

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