Client Services Associate

Summary

The Client Services Associate provides administrative and operational support to Wealth Advisors, Financial Consultants, Trust Officers, Retirement Plan Specialists and Retirement Plan Advisors, as well as to clients. This position ensures high‑quality client experiences through effective communication, accuracy, and timely follow‑up, playing a key role in account onboarding, maintenance, documentation, and daily service needs.

• Generous Paid Time Off (PTO) in addition to paid federal holidays
• Child Care Assistance Program for eligible dependents
• Exercise reimbursement program

• Initiate and schedule appointments with new and existing clients, gathering necessary information prior to meetings.
• Serve as the primary point of contact for client inquiries regarding general account activity, documentation, and service requests.
• Support the onboarding of new client accounts, including gathering documentation, preparing forms, and coordinating with internal teams.
• Process account maintenance requests such as beneficiary changes, address updates, distributions, and account transfers.
• Assist in preparing client meeting materials, reports, and follow‑up correspondence.
• Maintain accurate and compliant client records, ensuring all documentation meets regulatory standards.
• Monitor and respond to daily client requests with strong attention to detail and service quality.
• Work closely with operations and trust administration teams to resolve issues efficiently.
• Support Wealth Advisors, Financial Consultants, Trust Officers, Retirement Plan Specialists, and Retirement Plan Advisors in daily administrative tasks and workflow management.
• Perform other duties as assigned.

• Strong communication and client service skills, demonstrated through regular coordination with internal and external stakeholders and successful completion of projects or service requests.
• High attention to detail and accuracy, evidenced by consistently producing error‑free work, managing multiple deadlines, or handling high‑volume tasks in fast‑paced environments.
• Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint), demonstrated through hands‑on use to create documents, analyze data, develop presentations, and support day‑to‑day workflow.
• Willingness to obtain certifications or licenses specific to the role; training and sponsorship provided.

• High School Diploma or General Education Degree (GED) required.
• 1‑3 years experience in financial services, banking, trust, wealth management, brokerage, or a related field required.
• Experience with customer relationship management or trust/wealth software preferred.

Related certifications or licenses preferred.

Dexterity of hands/fingers to operate computer keyboard and mouse. Frequently lifting up to 10 lbs (occasionally). Sitting, regular and predictable attendance required Monday‑Friday 8‑5; overtime subject to business need. Noise level moderate.

First Interstate Bank is an equal opportunity employer committed to a diverse workforce and a barrier‑free employment process. Employment is based solely on an individual's merit and qualifications directly related to the position. We do not discriminate on the basis of race, color, religion, national origin, ancestry, pregnancy status, sex, age, marital status, disability, medical condition, or any other characteristics protected by law.

We make all reasonable accommodations to meet the obligations set forth under the Americans with Disabilities Act (ADA) and state disability laws. In order to ensure reasonable accommodations for individuals protected by Section 503 of the Rehabilitation Act of 1973, the Vietnam Era Veterans' Readjustment Assistance Act of 1974, and TitleI of the Americans with Disabilities Act of 1990, as amended, individuals that require accommodation in the job application process for a posted position may contact us Monday through Friday, 8am to 5pm MST at  All applicants must pass pre‑employment screenings including a background check.

First Interstate Banc System participates in E‑Verify which will require new employees to verify their identity and employment eligibility through the internet‑based system operated by the Social Security Administration (SSA) and the Department of Homeland Security (DHS). E‑Verify Notice English or Spanish Right to Work Notice English or Spanish.