Wealth Client Experience Specialist
Listed on 2026-10-17
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Finance & Banking
Business Administration, Financial Advisor / Consultant, Banking & Finance, Regulatory Compliance Specialist
First Interstate Properties, Ltd. in Billings, MT is seeking a Client Services Associate to provide administrative and operational support to Wealth Advisors, Trust Officers, and clients at the Billings Heights branch.
You will handle onboarding, scheduling, documentation, and daily service requests with attention to detail and a client‑centric mindset, maintaining compliant records and coordinating with internal teams to ensure timely responses and smooth account activity.
We have an opening for a Wealth Client Experience Specialist in Billings, MT, United States within Finance, Human Resources.
This opening is for the Wealth Client Experience Specialist role at First Interstate Properties, Ltd.
We are seeking a motivated Wealth Client Experience Specialist to join First Interstate Properties, Ltd. in Billings, MT, United States.
Consider building your career as a Wealth Client Experience Specialist at First Interstate Properties, Ltd.
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