Client Associate (Financial Services)

Location: Gillette, Wyoming, United States; on-site

Company

Employee-owned financial services firm with 90 years of business history and a focus on business ethics, integrity, and professional development.

What you will do

• Provide professional client service, manage requests, maintain accounts, and explain requirements in a regulatory environment.
• Review, maintain, and process account documents and information.
• Resolve complex issues involving client accounts, transactions, and suspicious activity.
• Assist with financial plans, client communications, mailings, and events.
• Facilitate transfers of client funds or securities and issue checks upon request.
• Provide administrative support and identify opportunities to streamline processes.

Requirements

• High school diploma or comparable work experience; post-secondary education is preferred.
• Strong Microsoft Word, Excel, and Outlook skills, with willingness to learn new technologies.
• Excellent written and verbal communication, relationship-building, and problem-solving skills.
• Strong attention to detail and accuracy, including the ability to perform semi-advanced mathematics.
• Ability to manage multiple priorities in a deadline-oriented environment.
• Willingness to pursue the SIE, Series 7, and Series 66 or Series 63/65 examinations.

Culture & Benefits

• Medical, dental, and vision coverage.
• Company 401(k) and ESOP contributions.
• Paid sick, vacation, maternity, parental, and holiday leave.
• Professional development opportunities and tuition reimbursement up to $15,000 over a lifetime.
• Discounted personal insurance, charitable gift matching, and a company community-giving program.