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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