Job Title

Regular Full-Time 5 ADMINISTRATIVE Helena, MT, US The Role: The Client Service Associate provides foundational support to the client service team, assisting advisors and operations with onboarding, account maintenance, money movements, and day-to-day operational tasks. This role focuses on executing routine processes accurately, maintaining organized client records, and ensuring a responsive client experience. Success in this position requires attention to detail, eagerness to learn, and a collaborative approach to supporting advisors and the broader operations team. Employees Supervised: None Education, Experience and Certification Requirements + Bacheloru2019s Degree preferred (or equivalent work experience). + No prior industry certifications required; Series 65 may be pursued as part of career development. + 0u20132 years of relevant experience; internships or exposure to finance a plus Minimum Qualifications: + Commitment to providing exceptional client service. + Strong communication and organizational skills. + Ability to prioritize tasks and follow established procedures. + Attention to detail and willingness to learn new systems. + Familiarity with Microsoft Office (Outlook, Word, Excel, PowerPoint). + Comfort with technology systems and data entry. Note: Travel may be required for this position and may include overnight trips. Specific Skills Requirements: + Learning Orientation u2013 eagerness to develop knowledge of investment and client service operations. + Communication Skills u2013 ability to clearly share information with team members and clients. + Teamwork u2013 collaborative mindset to support specialists and advisors. + Professionalism u2013 maintaining a professional attitude, image, and work ethic. Dimension of Job: This position requires a thorough knowledge of client service operations. Position Specific Responsibilities, Duties and Competencies Note: Only minimum responsibilities are listed. Other responsibilities may be required as requested by management. 1. Client Onboarding and Customer Service + Assist with new account setup and documentation preparation. + Review forms for completeness and accuracy under guidance of senior staff. + Support advisors in delivering a smooth onboarding experience. + Respond to routine client service requests with courtesy and professionalism. 2. Account Maintenance + Process basic updates (address changes, beneficiary updates, account transfers). + Maintain accurate client records in Customer Relationship Management (CRM) software and custodial systems. + Track service requests and escalate issues when necessary. 3. Advisor Support + Provide operational support to advisors by preparing materials and assisting with routine tasks. + Communicate updates and information clearly to advisors and team members. Support advisors and operations team in resolving client issues. For full description, which includes physical mental demands please see attachment.