Client Service Associate
New City Family Office | Golden, CO (Denver Metro) | Full-Time, Entry Level
Background: Sovereign Family Office is rebranding to New City Family Office July 15th. You'll still see some mentions of both. The job description is New City Family Office but the posting will be on the Sovereign domain until July 15th.
Mission & Vision
At New City Family Office, we believe wealth is a gift entrusted to us to be stewarded with wisdom, humility, and purpose. Our mission is to help the righteous increase, so the people, places, and culture around them flourish. Serving the few who are in charge of the many.
Our vision is to serve families by helping them navigate the complexity that accompanies significant wealth—bringing clarity, strategy, and thoughtful execution so their resources can support the lives, families, and legacies they desire to build. We believe money creates optionality and freedom, but it also carries responsibility. Our role is to help families think deeply and strategically about how their financial lives are structured, protected, and positioned for the future.
Through proactive strategy, thoughtful coordination, and whole-picture financial architecture, we help families align their wealth with their values—so that what they have been entrusted with can create opportunity, stability, and flourishing for generations to come. Our work is built on relationships, trust, excellence, and a deep commitment to serving families well.
Job Summary
New City Family Office is seeking a Client Service Associate to support day-to-day client service, account operations, and administrative functions for our high-net-worth client base. This is an operational and administrative role ideal for someone with prior RIA or wirehouse client service who is looking to grow within a boutique family office environment. The role works closely with advisors and custodians to execute trades, process account paperwork, and keep client accounts running smoothly.
Key Responsibilities
Client Service
- Serve as a front-line point of contact for client questions regarding account status, transfers, and paperwork.
- Prepare and process new account forms, account transfers (ACATs), and beneficiary updates.
- Coordinate with custodians (e.g., Schwab, Fidelity, Pershing) to resolve client servicing requests.
- Schedule client meetings and prepare supporting materials for advisors.
Client Operations / Trade Execution
- Enter and execute client trades and rebalancing instructions accurately and within firm compliance guidelines.
- Process money movements including wires, ACH transfers, checks, and internal journal entries.
- Monitor trade settlement and resolve discrepancies with custodians or clearing firms.
- Maintain accurate records of client instructions, trade confirmations, and account activity.
Administrative Support
- Maintain and update CRM records and client files.
- Support fee billing calculations and invoicing.
- Assist with compliance documentation, recordkeeping, and audit preparation.
- Provide general office administration, correspondence, and scheduling support.
Qualifications
- 1-2 years of experience in client service or operations at an RIA, wirehouse, or broker-dealer (internship experience considered).
- Bachelor's degree preferred; equivalent experience will be considered.
- Familiarity with custodial platforms (e.g., Schwab Advisor Services, Fidelity WealthAccess, Pershing) is a plus.
- SIE, Series 7, or Series 63 licensing is a plus but not required.
- Strong attention to detail, organizational skills, and discretion handling confidential client information.
- Proficient in Microsoft Office and comfortable learning CRM/portfolio management software (e.g., Salesforce, Redtail, Wealthbox).
Compensation & Benefits
Salary: $55,000-$72,000, commensurate with experience.
New City Family Office is an equal opportunity employer.
Job Type: Full-time
Pay: $55,000.00 - $72,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Application Question(s):
- How many years of experience do you have working with a registered investment advisor firm?
- Do you have experience with trading platforms, specifically, what is your experience with Schwab and with Orion? Please detail your experience with both platforms.
- This role involves tracking tasks across multiple accounts and emails. In a few sentences, please describe how you have previously stay organized and avoided errors when managing a high volume of administrative tasks.
- We are a values based firm. Our vision is "to help the righteous increase so that people may flourish" can you please explain any likeminded values or parts of your story that matter?
Ability to Commute:
- Golden, CO 80401 (Required)
Work Location: In person
