Wealth Client Services Specialist
Job in
Billings, Yellowstone County, Montana, 59107, USA
Listed on 2026-08-22
Listing for:
First Interstate Bank
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Business Administration, Financial Services, Office Administrator/ Coordinator
Job Description & How to Apply Below
First Interstate Bank in Billings, MT is seeking a Client Services Associate to provide administrative and operational support to Wealth Advisors, Financial Consultants, and Trust Officers. You will ensure high-quality client experiences through effective communication, accuracy, and timely follow-up.
Responsibilities include onboarding new client accounts, preparing documents, coordinating with internal teams, and maintaining compliant client records in a fast-paced branch environment at the
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