Client Service Associate

Hanover Financial Group is a family‑owned practice committed to helping clients feel confident and supported in their financial lives. As fiduciaries, we provide advice guided solely by our clients’ best interests. We combine high‑quality planning and personalized service, with a warm, collaborative team culture. We take pride in doing the right thing, while keeping an enjoyable and supportive environment.

Hanover Financial Group is seeking to add a Client Service Associate to our team. We are looking for a self‑motivated, results‑driven individual with a passion for service and a client‑first mindset. The ideal candidate will have strong interpersonal skills and the ability to assist clients with their everyday needs. Being a self‑starter who can take ownership of tasks and see them through to completion is essential for success in this role.

There is meaningful opportunity to take on additional responsibility and grow within the firm for those who desire it.

• Support financial advisors in enhancing new and existing client relationships
• Onboard and maintain client accounts through established workflows
• Schedule meetings with clients
• Initiate and follow up on fund transfers
• Gather client data and prepare materials for meetings and reviews
• Answer general, non‑investment‑related questions concerning client accounts
• Participate in firm initiatives, including training, marketing, client service model development, and business planning

• Familiarity with CRM systems (Redtail preferred) and custodial platforms (Charles Schwab)
• Understanding of financial terminology and products

• 3+ years minimum of industry experience, specifically in client servicing
• Excellent oral and written communication skills
• Proficient with Redtail, PowerPoint, and Microsoft Office Suite
• Highly organized with strong attention to detail and the ability to prioritize multiple tasks and projects

Local candidates in Bozeman are encouraged to apply, though we welcome qualified remote applicants. Compensation will be commensurate with experience and qualifications. The firm and role offer the ability to expand responsibilities, based on interest and initiative.

Seniority level:
Mid‑Senior level

Employment type:

Full‑time

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