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Located in Helena, MT
Salary: $21-25 DOE
Registered Client Associate —
How you’ll make a difference
As a Registered Client Associate, you’ll assist our Financial Advisors to facilitate outstanding client experiences. A background in financial services, bookkeeping, payroll, or other money management experience is ideal, although direct financial industry experience is not required. The right candidate will be friendly and professional, helping us to build strong client relationships with every interaction. This role provides opportunities for collaboration as well as independent initiative.
It is ideal for someone with a detail-oriented, self-motivated personality who enjoys taking ownership of their work and enjoys the tangible satisfaction of compiling and completing to-do lists.
Required Skills
Experience
Benefits Offered
Apply to be our Registered Client Associate and be part of an exciting,
welcoming workplace that supports your individual success as part of our high-performing team.
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