Client Relations Manager Jobs in Montana
Client Relations Manager jobs in Montana are open across Billings, Belgrade, and Kalispell and other Montana metros, with employers like JPMorganChase, ARUP Laboratories, and D.A. Davidson Companies hiring at every experience level. Find a role that fits below and apply directly.
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D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.
D.A. Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented Client Associate to join our team. In this team-critical role, you will work alongside Financial Professionals to provide outstanding client service and support. This is an outstanding opportunity to advance your career in the financial services industry in an environment of continual growth and development.
If you have a passion for creating an exceptional client experience, enjoy working collaboratively as part of a team and relish detail and accuracy, we want to hear from you!
Primary Qualifications:
- Eager to advance and grow in the Financial Services Industry ‒ Opportunity to complete the Securities Industry Essentials (SIE) and FINRA General Securities Representative (Series 7) Exam and Uniform Securities State Law Exam (Series 66 [or Series 63/65]).
- High school graduate or comparable work experience. Post-secondary education preferred.
- Solid technology skills (Microsoft Word, Excel and Outlook) and the desire to learn and leverage innovative technologies to optimize the client experience.
- Proven ability to build client/customer relationships including excellent communication (written and verbal) and problem-solving skills.
- Strong attention to detail and accuracy including the ability to accurately perform semi-advanced math.
- Ability to successfully handle multiple demands and competing priorities in a deadline-oriented environment.
Primary Duties:
- Provide extraordinarily professional and courteous client service managing client requests, account maintenance and effectively articulating certain requirements in a regulatory environment.
- Review, maintain and process account documents and information as well as solve complex issues and assignments related to client accounts and transactions including suspicious activity.
- Assist with crafting comprehensive financial plans for current and prospective clients.
- Assist in developing and implementing periodic client mailings, communications and events.
- Facilitate the transfer of client funds and/or securities and the issuance of checks upon request.
- Seek to innovate and streamline processes.
- Provide general support, including but not limited to phone, correspondence, appointments, filing and other projects as assigned.
- Adherence to all branch, firm and compliance policies, procedures, rules and regulations.
- Other projects and duties as assigned.
What we offer:
Competitive salary plus excellent benefits and perks including, but not limited to:
- Medical, Dental and Vision
- Company 401(k) and ESOP contribution
- Generous sick, vacation, and maternity/parental leave
- Paid holidays
- Professional Development Opportunities
- Tuition Reimbursement ($15,000 lifetime cap)
- Discounted personal insurance including home, auto and recreational vehicles
- Charitable gift-matching program
- Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.
D.A. Davidson has been in business for 90 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining us!
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
ACKNOWLEDGMENT
Please answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident Privacy Policy.
See All 12 Client Relations Manager Jobs in Montana
Find roles in Montana that match your experience and apply in just a few clicks.
Find Client Relations Manager JobsClient Relations Manager Jobs by City in Montana
Where Montana roles are concentrated, by current openings.
Client Relations Manager Job Market in Montana
A snapshot from current Montana openings, updated as new roles post.
Who's Hiring
- JPMorganChase3

- ARUP Laboratories2

- D.A. Davidson Companies2

- Brightview1

- CVS Health1

Top Industries Hiring
- Healthcare & Medical Services3
- Banking & Financial Services2
- Technology & Software2
- Animal Care & Pet Services1
- Biotechnology & Pharmaceuticals1
What Montana Employers Look For
The qualifications that appear most often in client relations manager jobs across Montana.
- 3-5 years of client-facing account management or customer success experience
- Proficiency with CRM platforms such as Salesforce, HubSpot, or Gainsight
- Demonstrated ability to manage a portfolio of accounts and meet retention targets
- Strong written and verbal communication skills for executive-level client interaction
- Bachelor's degree in business, communications, or a related field
- Experience handling contract renewals, upsells, and escalation resolution
Client Relations Manager Jobs in Montana: Frequently Asked Questions
How many client relations manager jobs are there in Montana?
There are 12+ client relations manager openings in Montana on Migrate Mate as of June 2026, with the most roles in Billings, Belgrade, and Kalispell. New positions post regularly as employers across Montana hire.
Which Montana cities have the most client relations manager jobs?
Billings, Belgrade, and Kalispell have the most client relations manager openings in Montana right now, with additional roles spread across smaller metros statewide.
Which companies hire client relations managers in Montana?
Employers hiring client relations managers in Montana include JPMorganChase, ARUP Laboratories, and D.A. Davidson Companies, based on current listings on Migrate Mate as of June 2026.
Are there remote client relations manager jobs in Montana?
Yes. About 17% of client relations manager openings tied to Montana are remote or hybrid as of June 2026. The rest are on-site roles based in Montana metros.
How do I apply for client relations manager jobs in Montana?
You can apply to client relations manager jobs in Montana directly on Migrate Mate. Search the listings above, find roles that match your experience and preferred Montana location, then apply to each one that fits.
See All 12 Client Relations Manager Jobs in Montana
Find roles in Montana that match your experience and apply in just a few clicks.
Find Client Relations Manager Jobs