Top 1124 Customer Service Representatives Jobs in Denver, CO

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
Customer Relationship Advocate Career Development Experience- Greenwood Village, CO
Fidelity Investments —Greenwood Village, CO
- $47,500 - $50,000 a year
- Full-time
- Office
- Analysis skills
- Financial services
- Wellness program
- Loan repayment program
Customer Experience Associate
Paw Prosper —Aurora, CO
- $50,000 - $60,000 a year
- Full-time
- Background check
- Google Workspace
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Call Center Supervisor
Colorado 811 —Golden, CO
- $76,000 - $88,000 a year
- Full-time
- Hybrid work
- Senior level
- Health savings account
- Paid holidays
10d
Client Service Representative, Day Shifts
Ethos Veterinary Health —Parker, CO
- $18 - $24 an hour
- Full-time
- High school diploma or GED
- Neurology
- Cleaning
- Paid holidays
- Health insurance
Scheduler I, Call Center (Remote, must live in Denver Metropolitan Area)
Denver Health —Denver, CO
- $21.00 - $26.31 an hour
- Full-time
- Remote
- Basic math
- Pass drug screening
- Windows
- Paid parental leave
- Paid holidays
11d
Customer Service Representative - Manufacturing
JBC Technologies —Northglenn, CO
- From $55,000 a year
- Full-time
- Spanish
- ERP systems
- English
- Health savings account
- Health insurance
Quick Apply
Customer Support Associate, Healthcare Navigation
Rightway —Denver, CO
- $19 - $23 an hour
- Computer literacy
- Office
- Organizational skills
Quick Apply
Live Chat Operator (Entry-Level)
DesignYourBasement —Denver, CO
- $40,000 - $80,000 a year
- Full-time
- Communication skills
- Entry level
Quick Apply
3d
Customer Service Representative
Tesla —Centennial, CO
- $20.44 - $30.24 an hour
- Full-time
- Communication skills
- Entry level
- Commuter assistance
- Health savings account
11d
Customer Service Representative
Transdev —Denver, CO
- $19.29 - $23.00 an hour
- Full-time
- Background check
- Computer literacy
- Pass drug screening
- Paid holidays
- Disability insurance
12d
Customer Service Representative - 1st Shift (Hybrid)
Stryker —Arvada, CO
- $21.28 - $29.46 an hour
- Overtime
- Mid-level
- Office
- High school diploma or GED
- Health savings account
- AD&D insurance
2d
Associate Customer Relationship Manager
TriNet —Denver, CO
- $63,600 - $128,750 a year
- Full-time
- Microsoft Excel
- Sales
- Mid-level
- Employee stock purchase plan
- Disability insurance
Customer Success Specialist
Shopventory Inc., DBA Thrive —Denver, CO
- $50,000 - $65,000 a year
- Full-time
- Remote
- Spanish
- Inventory management
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Customer Care Specialist II - Payment Support
AppFolio —Denver, CO
- $23.50 - $28.80 an hour
- Full-time
- Mid-level
- 2 years
- Communication skills
Referral Coordinator (Temporary)
Changent —Denver, CO
- $27.88 - $31.73 an hour
- Temporary
- Remote
- Spanish
- Sales
- English
2d
Scheduling Customer Service Representative
National Jewish Health —Denver, CO
- $20.69 - $27.36 an hour
- Part-time
- Spanish
- High school diploma or GED
- 1 year
- Wellness program
- Health savings account
10d
Customer Service Representative (CSR) – Call Intake & Scheduling
Overhead Door Company of Denver —Aurora, CO
- $25 - $30 an hour
- Full-time
- Residential
- High school diploma or GED
- Communication skills
- Paid training
- Health insurance
Quick Apply
Online Support Coordinator
Golftec —Englewood, CO
- $17 - $37 an hour
- Administrative experience
- Communication skills
- Entry level
- Opportunities for advancement
- Flexible schedule
Quick Apply
3d
Customer Service Representative
Red Oak Technologies —Denver, CO
- $25 - $35 an hour
- Contract
- In-person
- Communication skills
- Entry level
Quick Apply

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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

Customer Service Representatives jobs in Denver, CO

Client Service Associate / Administrative Assistant

Customer Relationship Advocate Career Development Experience- Greenwood Village, CO

Customer Experience Associate

Call Center Supervisor

Client Service Representative, Day Shifts

Scheduler I, Call Center (Remote, must live in Denver Metropolitan Area)

Customer Service Representative - Manufacturing

Customer Support Associate, Healthcare Navigation

Live Chat Operator (Entry-Level)

Customer Service Representative

Customer Service Representative

Customer Service Representative - 1st Shift (Hybrid)

Associate Customer Relationship Manager

Customer Success Specialist

Customer Care Specialist II - Payment Support

Referral Coordinator (Temporary)

Scheduling Customer Service Representative

Customer Service Representative (CSR) – Call Intake & Scheduling

Online Support Coordinator

Customer Service Representative

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