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Client Services Associate — Financial Accounts & Support

Job in Great Falls, Cascade County, Montana, 59404, USA
Listing for: Stifel
Full Time position
Listed on 2026-03-12
Job specializations:
  • Administrative/Clerical
    Office Administrator/ Coordinator
Salary/Wage Range or Industry Benchmark: 40000 - 55000 USD Yearly USD 40000.00 55000.00 YEAR
Job Description & How to Apply Below
A global wealth management firm is seeking a Client Services Associate to provide administrative support to Financial Advisors. Responsibilities include managing client accounts, organizing documentation, and performing various office tasks. Ideal candidates will have strong organizational skills, knowledge of customer service principles, and at least 2 years of clerical experience. The role requires proficiency in Microsoft Office apps and the ability to handle multiple tasks effectively.

Comprehensive benefits are offered, including health care and 401k.
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Position Requirements
10+ Years work experience
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