Top 539 Client associate Jobs in Boulder, 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
Civil & Criminal Associate Attorney
Triple L Law P.C. —Golden, CO
- $75,000 - $90,000 a year
- Full-time
- Writing skills
- Mid-level
- Analysis skills
- Health insurance
- Dental insurance
Quick Apply
Client Service and Operations Specialist at Boutique Financial Planning Firm
Bloom Wealth Advisors —Boulder, CO
- $60,000 - $80,000 a year
- Full-time
- Research
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
4d
Associate Veterinarian
Evans East Animal Hospital —Denver, CO
- $100,000 - $140,000 a year
- Full-time
- Mid-level
- Experience equivalent to degree accepted
- Health savings account
- Disability insurance
Quick Apply
Associate Veterinarian
National Veterinary Associates —Westminster, CO
- $120,000 a year
- Overnight shift
- Hybrid work
- Mid-level
- Fair chance
- Continuing education credits
- Health insurance
Associate Media Director
Boulder Heavy Industries —Colorado
- $90,000 - $110,000 a year
- Full-time
- Marketing
- Bachelor's degree
- Mentoring
- Health insurance
- Dental insurance
3d
Implementation Specialist
Visionlink Inc —Boulder, CO
- $55,000 - $65,000 a year
- Full-time
- Microsoft Excel
- System design
- Mid-level
- Health savings account
- Health insurance
Quick Apply
Life Insurance Associate
Edion Staffing Agency —Colorado
- $137,500 - $212,000 a year
- Contract
- Mid-level
- Analysis skills
- US work authorization
- Flexible schedule
- Life insurance
Quick Apply
Associate Veterinarian - 100427
Atlas Consultancy Group Ltd —Denver, CO
- $100,000 - $145,000 a year
- Call employer
- Mid-level
- Experience equivalent to degree accepted
- Continuing education credits
- Disability insurance
Quick Apply
5d
Member Sales Associate
Serenity Mental Health Centers —Superior, CO
- $22 an hour
- Full-time
- Background check
- Pass drug screening
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
14d
Senior Associate Attorney
RecruitPod Global LLC —Denver, CO
- $120,677.14 - $150,449.89 a year
- Full-time
- Background check
- Writing skills
- Mid-level
- Profit sharing
- Health insurance
Quick Apply
4d
Sanitation Associate - (COL)
Accurate Personnel LLC —Brighton, CO
- From $16 an hour
- Urgently hiring
- Ability to walk for extended periods
- Warehouse experience
- Fair chance
- Health insurance
- Dental insurance
Quick Apply
Associate Veterinarian - 100568
Atlas Consultancy Group Ltd —Denver, CO
- $124,500 - $199,000 a year
- Part-time
- Children
- Entry level
- Continuing education credits
- Paid parental leave
Quick Apply
5d
Senior Associate, Sales Performance Management
KPMG —Denver, CO
- Full-time
- Mid-level
- Bachelor's degree
- Team management
- Disability insurance
- Health insurance
Associate Director, PBM Client Services
Healthcare Support —Denver, CO
- $120,000 - $150,000 a year
- Monday to Friday
- Hybrid work
- 6 years
- Office
- Analysis skills
- Health savings account
- AD&D insurance
Quick Apply
7d
Tax Senior Associate, Asset Management
KPMG —Denver, CO
- Full-time
- Mid-level
- Bachelor's degree
- Team management
- Disability insurance
- Health insurance
Tax Senior Associate, Asset Management
KPMG —Denver, CO
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Disability insurance
- Health insurance
Account Associate - State Farm Agent Team Member
Molly McGill - State Farm Agent —Arvada, CO
- $50,000 - $70,000 a year
- Full-time
- Communication skills
- Entry level
- Paid holidays
- Health insurance
Quick Apply
Senior Associate, State and Local IBM Maximo
KPMG —Denver, CO
- $94,430 - $202,745 a year
- Full-time
- Up to 50% travel
- System design
- Mid-level
- Disability insurance
- Health insurance
5d
Corporate M&A Associate Attorney
Orion Placement —Denver, CO
- $225,000 - $265,000 a year
- Full-time
- Hybrid work
- Mid-level
- 3 years
- Business development
- Dental insurance
- Paid time off
Quick Apply

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client associate jobs near boulder, co

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 associate jobs in boulder, co

Client Service Associate / Administrative Assistant

Civil & Criminal Associate Attorney

Client Service and Operations Specialist at Boutique Financial Planning Firm

Associate Veterinarian

Associate Veterinarian

Associate Media Director

Implementation Specialist

Life Insurance Associate

Associate Veterinarian - 100427

Member Sales Associate

Senior Associate Attorney

Sanitation Associate - (COL)

Associate Veterinarian - 100568

Senior Associate, Sales Performance Management

Associate Director, PBM Client Services

Tax Senior Associate, Asset Management

Tax Senior Associate, Asset Management

Account Associate - State Farm Agent Team Member

Senior Associate, State and Local IBM Maximo

Corporate M&A Associate Attorney

I want to receive the latest job alert for client associate in boulder, co

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