Client Services Associate

First Interstate BancSystem
Billings
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringExperience: 1-3 yearsEducation: high_schoolSkills: ["Communication","Client service","Attention to detail","Accuracy","Ability to manage multiple deadlines"]

Provide administrative and operational support for Wealth Advisors, Financial Consultants, Trust Officers, and retirement plan professionals while ensuring high-quality client experiences. Serve as a primary contact for general account activity and service requests, schedule and prepare for meetings, support new account onboarding, and process account maintenance such as beneficiary and address updates. Maintain compliant client records and coordinate with operations and trust teams to resolve issues efficiently.

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FursaFursa
First Interstate BancSystem
First Interstate BancSystem
19 hours ago

Client Services Associate

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Source: Company careers pageValidated by: Fursa AI
Last checked: 19 hours agoStatus: Live

Job Summary

Provide administrative and operational support for Wealth Advisors, Financial Consultants, Trust Officers, and retirement plan professionals while ensuring high-quality client experiences. Serve as a primary contact for general account activity and service requests, schedule and prepare for meetings, support new account onboarding, and process account maintenance such as beneficiary and address updates. Maintain compliant client records and coordinate with operations and trust teams to resolve issues efficiently.
Location: Billings
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Entry level

Key Responsibilities

  • •Initiate and schedule appointments with new and existing clients and gather information prior to meetings.
  • •Serve as a primary point of contact for client inquiries related to general account activity and service requests.
  • •Support onboarding of new client accounts by gathering documentation, preparing forms, and coordinating with internal teams.
  • •Process account maintenance requests including beneficiary changes, address updates, distributions, and account transfers.
  • •Maintain accurate, compliant client records and monitor/respond to daily client requests with strong attention to detail.

Pay and Benefits

Perks:Paid LeaveChildcare Assistance

Key Requirements

  • •High School Diploma or GED required.
  • •1-3 years of experience in financial services, banking, trust, wealth management, brokerage, or a related field.
  • •Strong communication and client service skills with coordination across internal and external stakeholders.
  • •High attention to detail and accuracy in fast-paced, high-volume work with multiple deadlines.
  • •Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint).
Experience:1-3 yearsFinancial servicesBankingWealth managementTrustBrokerage
Education:High School
Skills:CommunicationClient serviceAttention to detailAccuracyAbility to manage multiple deadlines
Tech Stack:Microsoft OfficeWordExcelOutlookPowerPointCustomer relationship management (CRM)

Company Brief

First Interstate BancSystem
Regional bank holding company providing consumer, business, and commercial banking services through branches across the Mountain West and Pacific Northwest. Offers deposit accounts, lending, treasury management, and wealth services.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Billings, United States
Founded: 1971
WebsiteLinkedIn