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Wealth Client Services Associate

Job in Billings, Yellowstone County, Montana, 59107, USA
Listing for: First Interstate Properties, Ltd.
Full Time position
Listed on 2026-10-20
Job specializations:
  • Finance & Banking
    Financial Services, Finance Assistant
Salary/Wage Range or Industry Benchmark: 36000 - 48000 USD Yearly USD 36000.00 48000.00 YEAR
Job Description & How to Apply Below

First Interstate Properties, Ltd. in Billings, MT is seeking a Client Services Associate to provide administrative and operational support to Wealth Advisors and related professionals. The role focuses on onboarding, accurate documentation, and timely service for clients.

The position requires strong communication, high attention to detail, and proficiency with Microsoft Office. Entry to mid-level experience in financial services is preferred, with certifications sponsored where applicable.

We are currently recruiting a Wealth Client Services Associate for our team in Billings, MT, United States.

We have an opening for a Wealth Client Services Associate in Billings, MT, United States within Human Resources, Management & Operations.

This role, Wealth Client Services Associate at First Interstate Properties, Ltd., could be your next career step.

Are you ready to take on the Wealth Client Services Associate role at First Interstate Properties, Ltd.?

Position Requirements
10+ Years work experience
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