Client Services Associate
gerberkawasaki
Client Services Associate
fib· First Interstate BancSystem
About this role
**If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal.
This position is located at our Billings, MT Downtown Tower branch.
What’s Important to You
We know your career is just one aspect of a meaningful, complex, and demanding life. That’s why we designed our compensation and benefits package to provide employees and their families with as much choice as possible.
- Generous Paid Time Off (PTO) in addition to paid federal holidays.
- Child Care Assistance Program for eligible dependent(s).
- Exercise reimbursement program for employees.
- The health and happiness of the places we call home matter to us. Learn a little more about what we do for the communities we serve and why we want YOU to be a part of it.
We encourage you to apply. Reach for what you want and tell us why your work ethic and willingness to learn make you a natural fit for #TeamFirstInterstate.
SUMMARY
The Client Services Associate provides administrative and operational support to Wealth Advisor, Financial Consultants, Trust Officers, Retirement Plan Specialists, Retirement Plan Advisors, and clients. This position ensures high‑quality client experiences through effective communication, accuracy, and timely follow‑up. The Client Services Associate plays a key role in account onboarding, maintenance, documentation, and daily service needs.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Initiates and schedules appointments with new and existing clients; gather necessary information prior to meetings.
- Serves as a primary point of contact for client inquiries regarding general account activity, documentation, and service requests.
- Supports the onboarding of new client accounts, including gathering documentation, preparing forms, and coordinating with internal teams.
- Processes account maintenance requests such as beneficiary changes, address updates, distributions, and account transfers.
- Assists in preparing client meeting materials, reports, and follow‑up correspondence.
- Maintains accurate and compliant client records and ensure all documentation meets regulatory standards.
- Monitors and responds to daily client requests with strong attention to detail and service quality.
- Works closely with operations and trust administration teams to resolve issues efficiently.
- Supports Wealth Advisors, Financial Consultants, Trust Officers, Retirement Plan Specialists, and Retirement Plan Advisors in daily administrative tasks and workflow management.
- Performs other duties as assigned.
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
KNOWLEDGE, SKILLS AND ABILITIES
- 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.
EDUCATION AND/OR EXPERIENCE
- 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
LICENSES AND CERTIFICATIONS
- Related certifications or licenses preferred
PHYSICAL DEMANDS AND WORKING ENVIRONMENT
The physical demands and work environment are representative of those that must be met or encountered to successfully perform the essential functions of the job. In compliance with the Americans with Disabilities Act, the company provides reasonable accommodation to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer.
- Dexterity of hands/fingers to operate computer keyboard and mouse - Frequently
- Lifting - Occasionally (up to 10 lbs)
- Sitting - Frequently
- Overtime - Subject to business need
- Noise Level - Moderate
- Typical Work Hours - M-F (8-5)
- Regular and Predictable Attendance - Required
**If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal.
Frequently Asked Questions
Is the salary disclosed for the Client Services Associate position at fib?
The salary for this Client Services Associate role at fib is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Client Services Associate position at fib located?
This Client Services Associate role at fib is based in Billings, MT. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Client Services Associate role at fib full-time or part-time?
This is listed as a Full time position. It is posted as a Client Services Associate role in the First Interstate BancSystem department at fib.
Which team or department does the Client Services Associate at fib belong to?
This Client Services Associate position is part of the First Interstate BancSystem department at fib. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Client Services Associate position at fib?
Click the "Apply Now" button on this page. You will be redirected to fib's official application portal hosted on workday where you can submit your application directly.
When was the Client Services Associate job at fib posted?
This Client Services Associate position at fib was posted on Aug 11, 2026. Apply as soon as possible — early applications are often reviewed first.
Client Services Associate
fib
You'll be redirected to fib's official application page on Workday.