Client Service Representative

1 week ago


Kalispell, Montana, United States Harrisfsi Full time
Client Service Associate

We are seeking a highly organized and detail-oriented professional to join our team as a Client Service Associate. Our company, Harrisfsi, is a family-owned and successful Financial Advice business with a strong presence in the Flathead Valley.

This part-time, permanent role is ideal for someone looking to balance work with other commitments while contributing to a dynamic financial services office. With potential for additional hours and advancement in the future, this opportunity is perfect for a reliable and dependable individual.

Key Responsibilities:
  • Answer incoming phone calls, direct inquiries, and manage messages.
  • Greet clients and visitors, ensuring a welcoming office environment.
  • Assist with meeting scheduling, preparation, and follow-up.
  • Prepare paperwork for client accounts, ensuring accuracy and efficiency.
Qualifications:
  • Strong communication and organizational skills.
  • Ability to multitask and work effectively in a team environment.
  • Experience or education in any one or more of the following is a plus: clerical work, sales, economics, marketing, or being licensed in the financial advice industry.
Benefits:
  • 6% Employer Match into 401(k) Retirement Plan after 6 months.

If you're a friendly, detail-oriented individual with a good heart and a good head on your shoulders, we'd love to hear from you. Apply today to take the first step towards a rewarding career with Harrisfsi.



  • Kalispell, Montana, United States Harris Financial Services Full time

    Client Service AssociateWe are seeking a highly organized and detail-oriented professional to join our team as a Client Service Associate at Harris Financial Services. Our company is a family-owned, successful, and growing Financial Advice business with a strong commitment to caring for our clients and team members.Key Responsibilities:Provide exceptional...


  • Kalispell, Montana, United States Harris Financial Services Full time

    Client Service AssociateWe are seeking a highly organized and detail-oriented professional to join our team as a Client Service Associate at Harris Financial Services. Our company is a family-owned, successful, and growing Financial Advice business with a strong commitment to caring for our clients and team members.Key Responsibilities:Answer incoming phone...


  • Kalispell, Montana, United States Kalispell Ford Full time

    About Kalispell FordWe're a car dealership that's changing the way people think about buying and servicing vehicles. Our focus is on providing an exceptional guest experience, and we're looking for talented individuals to join our Sales Team as a Client Care Specialist.What We OfferA competitive salary of $40,000-$50,000 per year, including bonusesA...


  • Kalispell, Montana, United States Kalispell Ford Full time

    About Kalispell FordWe're a car dealership that's breaking the mold. We're not just about selling cars; we're about taking care of people. Our focus is on delivering an exceptional guest experience, and we're committed to being open and honest in everything we do.What We OfferA competitive salary range of $40,000-$50,000 per year, including bonusesA...


  • Kalispell, Montana, United States U-Haul Full time

    Customer Service RepresentativeAre you a people person looking for a rewarding career in customer service? U-Haul is seeking a friendly and motivated Customer Service Representative to join our team!Responsibilities:Assist customers with U-Haul products and servicesUse U-Scan technology to manage rentals and inventoryMove and hook up U-Haul trucks and...


  • Kalispell, Montana, United States TrailWest Bank Full time

    Job Title: Teller/Customer Service RepresentativeTrailWest Bank is seeking a motivated and reliable individual to join our Operations Team as a Full or Part-Time Teller/Customer Service Representative in Kalispell, Montana.Key Responsibilities:Support the Bank's values and mission by providing excellent customer service and engaging customers in meaningful...


  • Kalispell, Montana, United States Bass Pro Shops Full time

    Job SummaryWe are seeking a highly motivated and customer-focused individual to join our team as a CLUB Customer Service Representative. As a key member of our sales floor team, you will be responsible for providing exceptional customer service, promoting the benefits of our CLUB membership, and executing operational and compliance programs.Key...


  • Kalispell, Montana, United States Bass Pro Shops Full time

    Job SummaryWe are seeking a highly motivated and customer-focused individual to join our team as a CLUB Customer Service Representative. As a key member of our sales floor team, you will be responsible for providing exceptional customer service, promoting the benefits of our CLUB membership, and executing operational and compliance programs.Key...


  • Kalispell, Montana, United States Flathead Electric Cooperative Full time

    Job SummaryFlathead Electric Cooperative is seeking a highly skilled Member Services Representative to join our team. As a key member of our customer service team, you will be responsible for providing exceptional service to our members, handling a variety of customer inquiries, and resolving issues in a timely and professional manner.Key...


  • Kalispell, Montana, United States Flathead Electric Cooperative Full time

    Job DescriptionAs a Member Services Representative at Flathead Electric Cooperative, you will serve as the initial contact for members, providing friendly, helpful, and professional services at all times. Your primary responsibilities will include serving as the initial contact for members via phone, walk-in, or drive-thru, initiating service to new members,...


  • Kalispell, Montana, United States Bass Pro Shops Full time

    Job SummaryThe CLUB Customer Service Outfitter is responsible for providing world-class customer service to our guests while presenting them with the benefits of becoming a CLUB Member. This role requires a strong commitment to customer satisfaction and a passion for delivering exceptional service.Key ResponsibilitiesSupports a strong commitment to...


  • Kalispell, Montana, United States Glacier Bank Full time

    About the RoleWe are seeking a highly skilled Treasury Client Relationship Specialist to join our team at Glacier Bank. As a key member of our team, you will be responsible for coordinating all treasury products and providing exceptional customer service to our clients.Key ResponsibilitiesMaintain and support Netteller E-banking product parameters, including...


  • Kalispell, Montana, United States Glacier Bank Full time

    About the Position:Join a company that values its workforce and is committed to the community.The Treasury Client Relations Coordinator serves as the primary liaison for all treasury services.This role involves significant interaction with clients, vendors, the public, and bank personnel, requiring a professional and courteous demeanor to enhance the bank's...


  • Kalispell, Montana, United States Glacier Bank Full time

    About the Role:We are seeking a highly skilled Treasury Client Relationship Specialist to join our team at Glacier Bank. As a key member of our treasury team, you will be responsible for coordinating all treasury products and providing exceptional customer service to our clients.Key Responsibilities:Maintain and support Netteller E-banking product...


  • Kalispell, Montana, United States Glacier Bancorp Full time

    About The RoleWe are seeking a highly skilled Treasury Client Relationship Specialist to join our team at Glacier Bancorp, Inc. This role is responsible for coordinating all treasury products and providing exceptional customer service to our clients.Key ResponsibilitiesMaintain and support Netteller E-banking product parameters, including bank management...


  • Kalispell, Montana, United States Centralmt Full time

    Customer Service Representative OpportunityWe are seeking a highly skilled and customer-focused individual to join our team as a Customer Service Representative. As a key member of our team, you will be responsible for providing exceptional customer service, resolving customer complaints, and ensuring a positive experience for our clients.Key...


  • Kalispell, Montana, United States HealthEcareers - Client Full time

    Job Description & RequirementsHealthEcareers - Client is seeking a travel nurse RN Director of Nursing for a travel nursing job in Kalispell, Montana.Specialty: Director of NursingDiscipline: RNDuration: 13 weeks40 hours per weekShift: 8 hours, days, flexibleEmployment Type: TravelBLS Certification, Active license, 1+ years in relevant experiencePay package...


  • Kalispell, Montana, United States U-Haul Full time

    Job SummaryWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our team, you will be responsible for providing exceptional service to our customers, ensuring their needs are met, and exceeding their expectations.Key ResponsibilitiesAssist customers with U-Haul products...


  • Kalispell, Montana, United States HealthEcareers - Client Full time

    Job Opportunity: Travel Nurse RN Long Term CareHealthEcareers - Client is seeking a skilled Travel Nurse RN to join their team in a Long Term Care setting.Key Responsibilities:Provide high-quality patient care in a Long Term Care environment.Collaborate with the healthcare team to develop and implement individualized care plans.Assess patient needs and...


  • Kalispell, Montana, United States BISHS RV INC Full time

    Job OverviewBish's RV INC is seeking a highly skilled Service Writer to join our team. As a Service Writer, you will be responsible for ensuring customers receive prompt, courteous, and effective service.Key ResponsibilitiesTroubleshoot product needs, services, and or concerns by working directly with customersProvide price quotes for installations prior to...