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Client Services Specialist, Financial Services

Job in Bozeman, Gallatin County, Montana, 59772, USA
Listing for: D.A. Davidson’s Special District Group
Full Time position
Listed on 2025-11-29
Job specializations:
  • Finance & Banking
    Financial Services, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services firm located in Bozeman, MT, is seeking a motivated Client Associate to provide outstanding client service. In this role, you will work with financial professionals and help manage client requests and accounts. Ideal candidates possess strong communication skills, attention to detail, and a desire to excel in the financial industry. Competitive salary and benefits are offered, including health coverage and professional development opportunities.
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