Client Service Associate Jobs in Montana
Client Service Associate jobs in Montana are concentrated in Billings, Missoula, and Great Falls, where financial institutions, healthcare systems, and insurance carriers maintain their largest Montana operations. Edward Jones, D.A. Davidson, and RiverStone Health are among the established employers with consistent openings for client-facing roles across wealth management, employee benefits, and insurance services. Demand holds steady at every level from entry-level client support to senior associate, with the strongest activity in financial services and healthcare administration. Find a role that fits below and apply directly.
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Showing 5 of 14+ Client Service Associate jobs
In your career at MMA, you’ll be given constant support, with a hands-on training program, consistent feedback and development, and work alongside driven and passionate sales professionals. We will give you access to mentorship, training, resources, and development to ensure your success, but you will need to supply the spirit. Our colleagues don’t stop short of excellence and are compelled to do what’s best for their clients, colleagues and communities.
From admin to accounting and everything in between, we believe our team is all in sales together. We're dedicated to representing our brand with excellence and integrity in every interaction. We collaborate with intention and know every one of us plays a vital role in our shared success.
- Work with customers and carriers to handle incoming service requests. We will count on you to inform, educate, and make recommendations to clients, carriers and underwriters.
- Manage new and renewal insurance marketing: including negotiating with carriers, preparing presentation and proposal materials, collecting customer information and ordering insurance policies from carriers.
- Analysis: You can determine acceptability and placement of coverage and also provide customers with insurance coverage recommendations for improved or additional coverage.
- Update customer information: Ensure account data is accurately captured, entered and maintained in our agency management system.
- Up sell & cross sell: work with your colleagues to find and follow-through on up-sell and cross-sell opportunities.
- Customer service: ensure that you and your designated sales and service team provide effective and efficient customer service.
- Plus (the fine print): you’ll follow organization policies and procedures, sales and service standards and established workflows. You’ll ensure quality control through proper file documentation and maintenance. You’ll maintain confidentiality and be an all-around awesome member of our team.
- You’re a client service advocate. You’re passionate about delivering an exceptional level of customer service and support.
- You’re ready to throw all stereotypes of “insurance” out the window and challenge the status-quo.
- You’re smart. You understand business and people.
- You’re good with people, even on the tough days.
- You’re team oriented. You maintain positive relationships with your colleagues—and you enjoy it. You’re that person everyone can depend on to pay attention to details, to make deadlines, to be accurate and complete when interacting clients, colleagues and carriers.
- You love to learn. You’re earnest about improving and pursuing professional development.
- You can adapt—because our industry changes constantly and so do the needs of our clients. You’re good at staying on your toes.
- You’re ready for a meaningful change. No more corporate vanilla structure for you. (Yes, an insurance company really just said that.)
- You embrace our core values: accountability, balance, excellence, integrity, respect and humanity.
The Perks:
We take pride in providing our colleagues with a competitive compensation package; we will honor all local and state salary thresholds. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. The salary range for this position is $43,400-$80,800/year. Additionally, this position may be eligible for performance-based incentives, annual profit sharing and a benefits package that includes paid paternity/maternity leave, medical leave, 401K savings and other wellbeing programs. Decisions will be determined on a case-by-case basis.
Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com
#MMANW
In your career at MMA, you’ll be given constant support, with a hands-on training program, consistent feedback and development, and work alongside driven and passionate sales professionals. We will give you access to mentorship, training, resources, and development to ensure your success, but you will need to supply the spirit. Our colleagues don’t stop short of excellence and are compelled to do what’s best for their clients, colleagues and communities.
From admin to accounting and everything in between, we believe our team is all in sales together. We're dedicated to representing our brand with excellence and integrity in every interaction. We collaborate with intention and know every one of us plays a vital role in our shared success.
- Work with customers and carriers to handle incoming service requests. We will count on you to inform, educate, and make recommendations to clients, carriers and underwriters.
- Manage new and renewal insurance marketing: including negotiating with carriers, preparing presentation and proposal materials, collecting customer information and ordering insurance policies from carriers.
- Analysis: You can determine acceptability and placement of coverage and also provide customers with insurance coverage recommendations for improved or additional coverage.
- Update customer information: Ensure account data is accurately captured, entered and maintained in our agency management system.
- Up sell & cross sell: work with your colleagues to find and follow-through on up-sell and cross-sell opportunities.
- Customer service: ensure that you and your designated sales and service team provide effective and efficient customer service.
- Plus (the fine print): you’ll follow organization policies and procedures, sales and service standards and established workflows. You’ll ensure quality control through proper file documentation and maintenance. You’ll maintain confidentiality and be an all-around awesome member of our team.
- You’re a client service advocate. You’re passionate about delivering an exceptional level of customer service and support.
- You’re ready to throw all stereotypes of “insurance” out the window and challenge the status-quo.
- You’re smart. You understand business and people.
- You’re good with people, even on the tough days.
- You’re team oriented. You maintain positive relationships with your colleagues—and you enjoy it. You’re that person everyone can depend on to pay attention to details, to make deadlines, to be accurate and complete when interacting clients, colleagues and carriers.
- You love to learn. You’re earnest about improving and pursuing professional development.
- You can adapt—because our industry changes constantly and so do the needs of our clients. You’re good at staying on your toes.
- You’re ready for a meaningful change. No more corporate vanilla structure for you. (Yes, an insurance company really just said that.)
- You embrace our core values: accountability, balance, excellence, integrity, respect and humanity.
The Perks:
We take pride in providing our colleagues with a competitive compensation package; we will honor all local and state salary thresholds. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. The salary range for this position is $43,400-$80,800/year. Additionally, this position may be eligible for performance-based incentives, annual profit sharing and a benefits package that includes paid paternity/maternity leave, medical leave, 401K savings and other wellbeing programs. Decisions will be determined on a case-by-case basis.
Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com
#MMANW
See All 14 Client Service Associate Jobs in Montana
Find roles in Montana that match your experience and apply in just a few clicks.
Find Client Service Associate JobsClient Service Associate Jobs by City in Montana
Where Montana roles are concentrated, by current openings.
Client Service Associate Job Market in Montana
A snapshot from current Montana openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Fintech
- Banking & Financial Services
- Investment & Asset Management
What Montana Employers Look For
The qualifications that appear most often in client service associate jobs across Montana.
- High school diploma or equivalent required, associate or bachelor's degree preferred
- One or more years of customer service or client-facing experience in a professional setting
- Proficiency with CRM platforms, Microsoft Office, and client data management software
- Strong written and verbal communication skills with attention to detail
- Ability to manage multiple client accounts and prioritize tasks under deadline
- Familiarity with financial products, insurance plans, or healthcare benefits administration
Client Service Associate Jobs in Montana: Frequently Asked Questions
How do you become a client service associate in Montana?
Most client service associate positions in Montana require at minimum a high school diploma, though employers in financial services and insurance increasingly prefer an associate or bachelor's degree in business or a related field. Roles tied to securities or insurance may require passing the FINRA Series 7 or Series 66 exams, or holding a Montana insurance producer license issued through the Montana Commissioner of Securities and Insurance. Candidates without a license can often start in unlicensed support roles while pursuing the credential.
Which companies hire client service associates in Montana?
Montana client service associate roles are posted by U.S. Bank, JCCS, and JPMorganChase and others right now, based on current listings on Migrate Mate as of July 2026. Montana's financial services and healthcare sectors drive the bulk of consistent openings, with larger Billings-based firms and regional insurance carriers posting most frequently.
Which Montana cities have the most client service associate jobs?
Missoula, Billings, and Bozeman are the Montana cities with the most client service associate openings. Billings leads as Montana's largest commercial center and home to major banking, insurance, and healthcare employers, while Missoula's university presence and growing professional services sector sustain steady demand, and Great Falls anchors hiring through its healthcare systems and regional financial offices.
Are there remote client service associate jobs in Montana?
Yes, and they are more common than in many comparable roles, since client service associate work is largely desk-based and communication-driven. About 25% of client service associate openings tied to Montana are remote or hybrid as of July 2026, reflecting demand from national financial services firms and insurance carriers that operate distributed teams. Phone-based client support and back-office account management functions tend to be the most remote-eligible parts of the role.
How can I get hired as a client service associate in Montana with little or no experience?
The most realistic entry path is applying to client support or client coordinator roles at Montana's regional banks, credit unions, and insurance agencies, which regularly hire candidates with no industry background and train on the job. Employers such as Glacier Bancorp and regional Blue Cross Blue Shield affiliates run associate-level programs for new graduates. Moving into a client service associate role from a bank teller, front desk coordinator, or customer care representative position is a common lateral step that Montana hiring managers recognize as relevant experience.
Where can I find and apply to client service associate jobs in Montana?
You can find and apply to client service associate jobs in Montana on Migrate Mate, which lists current Montana openings updated regularly. Search the listings to find roles that match your experience, location, and specialty, then apply directly to the ones that fit.
See All 14 Client Service Associate Jobs in Montana
Find roles in Montana that match your experience and apply in just a few clicks.
Find Client Service Associate Jobs