First Interstate BancSystem

1 week ago

Client Services Associate

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 3 hours agoStatus: Live

Job Summary

Provide administrative and operational support for wealth, trust, and retirement services while ensuring an accurate, responsive client experience. You will schedule client meetings, serve as a primary point of contact for account activity and service requests, support onboarding and account maintenance, prepare meeting materials and follow-up communications, and maintain compliant client records in coordination with operations and trust administration teams.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Seniority: Entry level

Key Responsibilities

•Initiate and schedule appointments and gather information prior to client meetings.
•Serve as a primary point of contact for client inquiries related to account activity, documentation, and service requests.
•Support onboarding of new client accounts by collecting documentation, preparing forms, and coordinating with internal teams.
•Process account maintenance requests such as beneficiary changes, address updates, distributions, and account transfers.
•Maintain accurate and compliant client records and prepare meeting materials, reports, and follow-up correspondence.

Pay and Benefits

Perks:Paid LeaveChild Care

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 experience coordinating with internal and external stakeholders.
•High attention to detail and accuracy, able to manage multiple deadlines and high-volume tasks.
•Proficiency with Microsoft Office (Word, Excel, Outlook, PowerPoint).

Experience:1-3 yearsFinancial servicesBankingTrustWealth managementBrokerage

Education:High School

Skills:CommunicationClient serviceAttention to detailAccuracyTime management

Tech Stack:Microsoft OfficeMicrosoft WordMicrosoft ExcelOutlookPowerPoint

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

Website LinkedIn

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First Interstate BancSystem

1 week ago

Client Services Associate

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 3 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Seniority: Entry level

Key Responsibilities

•Initiate and schedule appointments and gather information prior to client meetings.
•Serve as a primary point of contact for client inquiries related to account activity, documentation, and service requests.
•Support onboarding of new client accounts by collecting documentation, preparing forms, and coordinating with internal teams.
•Process account maintenance requests such as beneficiary changes, address updates, distributions, and account transfers.
•Maintain accurate and compliant client records and prepare meeting materials, reports, and follow-up correspondence.

Pay and Benefits

Perks:Paid LeaveChild Care

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 experience coordinating with internal and external stakeholders.
•High attention to detail and accuracy, able to manage multiple deadlines and high-volume tasks.
•Proficiency with Microsoft Office (Word, Excel, Outlook, PowerPoint).

Experience:1-3 yearsFinancial servicesBankingTrustWealth managementBrokerage

Education:High School

Skills:CommunicationClient serviceAttention to detailAccuracyTime management

Tech Stack:Microsoft OfficeMicrosoft WordMicrosoft ExcelOutlookPowerPoint

Company Brief

First Interstate BancSystem

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

Website LinkedIn