Fib

Client Services Associate

Sheridan, WY

H1B sponsorship availableDetected 7 days ago

CRMExcelCommunicationPublic SpeakingMicrosoft Office

About the role

If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal.
This position is located at our Sheridan, WY Downtown branch.
What's Important to You We know your career is just one aspect of a meaningful, complex, and demanding life.

Supports the onboarding of new client accounts, including gathering documentation, preparing forms, and coordinating with internal teams.
Maintains accurate and compliant client records and ensure all documentation meets regulatory standards.
Performs other duties as assigned.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
The requirements listed below are representative of the knowledge, skill, and/or ability required.
Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint), demonstrated through hands‑on use to create documents, analyze data, develop presentations, and support day‑to‑day workflow.
The physical demands and work environment are representative of those that must be met or encountered to successfully perform the essential functions of the job.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Strong communication and client service skills, demonstrated through regular coordination with internal and external stakeholders and successful completion of projects or service requests.
High attention to detail and accuracy, evidenced by consistently producing error‑free work, managing multiple deadlines, or handling high‑volume tasks in fast‑paced environments.
Willingness to obtain certifications or licenses specific to the role
training and sponsorship provided.
High School Diploma or General Education Degree (GED) required

1-3 years experience in financial services, banking, trust, wealth management, brokerage, or a related field required
Experience with customer relationship management or trust/wealth software preferred
Related certifications or licenses preferred
Dexterity of hands/fingers to operate computer keyboard and mouse
Occasionally (up to 10 lbs)
Subject to business need
Typical Work Hours
Regular and Predictable Attendance

That's why we designed our compensation and benefits package to provide employees and their families with as much choice as possible.

Generous Paid Time Off (PTO) in addition to paid federal holidays.
Exercise reimbursement program for employees.
The health and happiness of the places we call home matter to us.
The Client Services Associate provides administrative and operational support to Wealth Advisor, Financial Consultants, Trust Officers, Retirement Plan Specialists, Retirement Plan Advisors, and clients.
Supports Wealth Advisors, Financial Consultants, Trust Officers, Retirement Plan Specialists, and Retirement Plan Advisors in daily administrative tasks and workflow management.

Learn a little more about what we do for the communities we serve and why we want YOU to be a part of it.

Willingness to obtain certifications or licenses specific to the role; training and sponsorship provided.

This listing is sourced directly from Fib's careers page and normalized into a canonical job model.