Top 116 Client services associate Jobs in Colorado

Client Service Associate / Administrative Assistant
New City Family Office —Golden, CO
- $55,000 - $75,000 a year
- Full-time
- Mid-level
- Office
- Administrative experience
- Health insurance
- Dental insurance
Quick Apply
Associate Director, PBM Client Services
Healthcare Support —Denver, CO
- $150,000 - $187,000 a year
- Monday to Friday
- Hybrid work
- 6 years
- Office
- Analysis skills
- Health savings account
- AD&D insurance
Quick Apply
Client Service Associate (Teller) 40 hours - Aspen, CO
Vectra Bank Colorado —Aspen, CO
- $22 - $25 an hour
- Full-time
- Basic math
- Office
- High school diploma or GED
- Profit sharing
- Paid training
PBM Client Success Associate
Rightway —Denver, CO
- $55,000 - $75,000 a year
- Remote
- Google Workspace
- Mid-level
- Bachelor's degree
Quick Apply
Client Success Associate, Navigation
Rightway —Denver, CO
- $64,000 - $80,000 a year
- Mid-level
- 3 years
- Bachelor's degree
Quick Apply
Client Management Associate II
CAPTRUST —Greenwood Village, CO
- $65,000 - $72,000 a year
- Full-time
- Microsoft Word
- Mid-level
- Office
- Health savings account
- Disability insurance
Associate, Client Success
Epsilon —Westminster, CO
- $56,000 - $84,000 a year
- Email
- Hybrid work
- Marketing
- Bachelor's degree
- Travel
- Commuter assistance
- Paid holidays
Client Service Associate - Non-Registered
Stifel —Greenwood Village, CO
- $47,000 - $62,000 a year
- Full-time
- Microsoft Outlook
- Office
- Administrative experience
- Health insurance
- Dental insurance
6d
Registered Client Service Associate
Morgan Stanley —Denver, CO
- $35,000 - $75,000 a year
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- Health savings account
- Paid holidays
Client Associate/Registered Client Associate
Royal Bank of Canada —Colorado Springs, CO
- $40,000 - $70,000 a year
- Full-time
- Word processing
- Research
- Office
- Disability insurance
- Health insurance
Client Service Associate
BOK Financial —Denver, CO
- $65,000 - $75,000 a year
- Research
- Mid-level
- Office
5d
Client Relationship Associate - Wealth Advisory - Denver, CO
CliftonLarsonAllen —Denver, CO
- $51,100 - $99,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health insurance
- Dental insurance
Client Service Associate
Beacon Pointe Advisors LLC —Denver, CO
- $55,000 - $60,000 a year
- Office
- Finance
- Analysis skills
Client Service Associate - Loveland, CO
Advisor Talent Solutions —Loveland, CO
- $50,000 - $80,000 a year
- Monday to Friday
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Client Service Specialist
Mittera Group Inc —Denver, CO
- $58,000 - $65,000 a year
- Full-time
- In person
- 18 years or older
- Basic math
- Research
- AD&D insurance
- Disability insurance
Team Leader, Client Services (DEN)
Fidelity Investments —Greenwood Village, CO
- $66,000 - $125,000 a year
- Full-time
- Hybrid work
- Office
- Mentoring
- Financial services
- COVID-19 protective measures
- Loan repayment program
10d
Client Success Associate
Grantd Equity Inc. —Denver, CO
- $50,000 - $65,000 a year
- Full-time
- Hybrid work
- Customer service
- Finance
- Bachelor's degree
- Paid holidays
- Health insurance
Quick Apply
7d
Client Associate-2
IMA Financial Group —Denver, CO
- $60,000 - $70,000 a year
- 1 year
- Entry level
- Health savings account
- AD&D insurance
Quick Apply
Client Services Associate
PTMA Financial Solutions —Denver, CO
- $27 - $32 an hour
- Full-time
- Microsoft Outlook
- Data analysis skills
- Mid-level
Quick Apply
10d
Technical Client Associate
Altvia Solutions LLC —Denver, CO
- From $52,000 a year
- Rotating shift
- Hybrid work
- Google Workspace
- Mid-level
- Office
- Paid holidays
- Health insurance
Quick Apply
2d

I want to receive the latest job alert for client services associate in colorado

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

client services associate jobs near colorado

Client Services Associate jobs in Denver, CO

Client Services Specialist jobs in Denver, CO

Client Associate jobs in Denver, CO

Client Associate jobs in Colorado Springs, CO

Registered Client Associate jobs in Denver, CO

Customer Success Manager jobs in Westminster, CO

Director Of Client Services jobs in Denver, CO

Client Services Associate jobs in Pleasanton, CA

Client Services Associate jobs in Stamford, CT

Client Services Associate jobs in Lisle, IL

Client Services Associate jobs in Westborough, MA

Client Services Associate jobs in Ellicott City, MD

Associate Dentist jobs in New York, NY

Client Associate jobs in Indiana

Client Associate jobs in San Jose, CA

Client Associate jobs in Huntsville, AL

Client Associate jobs in Remote

Warehouse Associate jobs in Fort Myers, FL

Client Services Associate jobs in South Carolina

Client Services Associate jobs in Chandler, AZ

Client Service Associate / Administrative Assistant

New City Family Office
Golden, CO

Quick Apply

Job Details

Full-time
$55,000 - $75,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance

Qualifications

Accounting systems
Wealth management
Confidential information handling
Presentation software
Client database systems
Attention to detail
Risk management
QuickBooks
Organizational skills
Financial services
Productivity software
Financial management
Tax experience

Full Job Description

Client Service Associate

New City Family Office | Golden, CO (Denver Metro) | Full-Time

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 - $75,000.00 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

Quick Apply

Refine Your Search

client services associate jobs in colorado

Client Service Associate / Administrative Assistant

Associate Director, PBM Client Services

Client Service Associate (Teller) 40 hours - Aspen, CO

PBM Client Success Associate

Client Success Associate, Navigation

Client Management Associate II

Associate, Client Success

Client Service Associate - Non-Registered

Registered Client Service Associate

Client Associate/Registered Client Associate

Client Service Associate

Client Relationship Associate - Wealth Advisory - Denver, CO

Client Service Associate

Client Service Associate - Loveland, CO

Client Service Specialist

Team Leader, Client Services (DEN)

Client Success Associate

Client Associate-2

Client Services Associate

Technical Client Associate

I want to receive the latest job alert for client services associate in colorado

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected