Work From Home - Client Services Associate Global Elite Empire ConsultantsWork From Home - Client Services AssociateBillings, MontanaAll interviews will be conducted via Zoom video conferencing (Global Elite Empire Consultants is a third-party recruiter, not an insurance agency) We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership.
Client Services Associate First Interstate BancSystem, Inc.Client Services AssociateBillings, MTThe Client Services Associate provides administrative and operational support to Wealth Advisor, Financial Consultants, Trust Officers, Retirement Plan Specialists, Retirement Plan Advisors, and clients. 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.
Client Services Representative HTTravelsClient Services RepresentativeBillings, MTRemoteAs a Client Services Representative , you'll work directly with clients to answer questions, provide travel information, coordinate planning details, and ensure every client receives personalized service throughout their vacation planning experience. This role is ideal for individuals with backgrounds in customer service, client services, administration, scheduling, retail, healthcare, hospitality, education, banking, logistics, or any position where helping people is a priority.
Client Services Associate First Interstate BankClient Services AssociateBillings, MTEDUCATION 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. 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.
Client Services Representative Traveling with TashaClient Services RepresentativeBillings, MontanaRemoteIn this role, you will assist clients in exploring travel options, coordinating reservations, and ensuring a smooth and positive experience from initial inquiry through final booking. Daily responsibilities include responding to client inquiries, researching travel options, coordinating and confirming reservations, and maintaining consistent follow-up communication.
Virtual Travel Client Services Coordinator DreamstravelcrVirtual Travel Client Services CoordinatorBillings, MontanaRemoteIn this role, you will provide support, share helpful information, and ensure clients feel prepared for their trips. We are hiring a Virtual Travel Client Services Coordinator to assist clients throughout their travel journey.
NewClient Services Coordinator Entre Technology ServicesClient Services CoordinatorBillings, MT$40,000–$50,000 / yearHere at Entre Technology Services we provide exceptional onsite and remote IT support to small and medium size businesses across Montana, Wyoming and beyond. Serve as first point of contact on outstanding client tickets/service issues and provide appropriate ticket “status” to client and Entre team.
Work From Home - Client Services Representative AO Garcia AgencyWork From Home - Client Services RepresentativeBillings, MontanaAll interviews will be conducted via Zoom video conferencing (Global Elite Empire Consultants is a third-party recruiter, not an insurance agency) We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. Incentives include but not limited to: • No cold calling • Qualified lead program • Advancement based on performance • Weekly pay • Mentorship and complete training • Industry leading tools and technology access • Work from home (web conference-based presentations) .
Client Service Associate - Non Registered StifelClient Service Associate - Non RegisteredBillings, MontanaFull timeWhat You'll Be Doing: Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
Client Service Worker Seasonal Hrdc7Client Service Worker SeasonalBillings, MontanaBrings creative suggestions and potential solutions to direct supervisor regarding work barriers and team efficiency. Assists applicants with questions and helps to gather all required documentation, in person, while at the front desk, and/or via phone.
Wealth Transition Services Tax Manager - Tax & Estate Planning - Remote Eligible Eide Bailly LLPWealth Transition Services Tax Manager - Tax & Estate Planning - Remote EligibleBillings, MontanaRemote$105,000–$180,000 / yearFull timeA typical day as a Wealth Transition Services Tax Manager might include the following: Advising and consulting on the estate planning process to create plans based from the tax perspective on cash flow projections, distribution of income, business succession, estate preservation and estate plan flow. The Wealth Transition Services Manager will interact with clients with high net worth and ultra-high net worth and will speak to groups on wealth transition topics.
Manager, Accounting Advisory - Construction Industry Clients Wipfli Advisory LLCManager, Accounting Advisory - Construction Industry ClientsBillings, MontanaRemote$103,000–$140,000 / yearFull timeWipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. In this role, you will serve as the primary point of contact for construction clients, delivering accurate financial reporting, reviewing work‑in‑progress schedules, and offering strategic guidance to improve processes, internal controls, and operational efficiency.
Manager, Accounting Advisory - Manufacturing Industry Clients Wipfli Advisory LLCManager, Accounting Advisory - Manufacturing Industry ClientsBillings, MontanaRemote$107,000–$160,000 / yearFull timeWipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws.
Client Success Representative (Remote) Demand.comClient Success Representative (Remote)Billings, MTRemoteWork with internal experts to deliver excellent campaign leads and ensure clients are happy. Time Management and Effective Prioritization skills to ensure efficient handling of tasks and responsibilities in a dynamic work environment.
Work From Home - Client Benefits Representative Global Elite Empire ConsultantsWork From Home - Client Benefits RepresentativeBillings, MontanaAll interviews will be conducted via Zoom video conferencing (Global Elite Empire Consultants is a third-party recruiter, not an insurance agency) We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership.
Remote Guest Services Representative – Travel Genovaire Travel GroupRemote Guest Services Representative – TravelBillings, MontanaRemoteWe are looking for a Remote Guest Services Representative – Travel to provide assistance and support to travelers throughout their journey. This position focuses on delivering attentive service, resolving travel questions, and maintaining a positive client experience.
Client Experience Advocate Tyler TechnologiesClient Experience AdvocateBillings, MTThe Client Experience Advocate is an entry-level client support role, serving as the first point of contact for client questions, issues, and service needs. Over time, they grow into subject matter experts by earning certifications in specific modules, becoming trusted go-to resources for both clients and peers.
NewClient Advisor Supervisor Alternatives Inc (US)Client Advisor SupervisorBillings, MT$21–$23 / hourHere are some fantastic perks of working with us: Student Loan Forgiveness: Alternatives is a Public Service Loan Forgiveness (PSLF)-eligible employer, giving qualifying employees the opportunity to have their federal student loans forgiven while working for a nonprofit organization. Sunshine Teams: Each building has a Sunshine Team dedicated to boosting morale, planning fun activities, organizing food days, celebrating employee birthdays, and other special occasions throughout the year.
Client Experience Manager Tyler TechnologiesClient Experience ManagerBillings, MTThis leader is directly responsible for the engagement, growth, and performance of a cross-functional team-including Client Experience Champions, Client Engagement Leads/Managers, and Learning Enablement Coaches. Help clients navigate change-whether product updates, cloud transitions, or process shifts-by providing clarity, reassurance, and structured communication.
Wealth Management Client Associate Bank of AmericaWealth Management Client AssociateBillings, MontanaOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.