Top 53 Client services associate Jobs in Boulder, Co

Client Service Associate
Sovereign Family Office —Golden, CO
- $55,000 - $72,000 a year
- Full-time
- Office
- Bachelor's degree
- QuickBooks
- Health insurance
- Dental insurance
Quick Apply
10d
Registered Client Associate
Ascent Wealth Partners —Boulder, CO
- $75,000 - $95,000 a year
- Full-time
- Background check
- Research
- Office
- Health insurance
- Dental insurance
Quick Apply
Client Service Associate (Teller) 40 hours - Boulder, CO
Vectra Bank Colorado —Boulder, CO
- $20.00 - $22.50 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
6d
Client Associate/Registered Client Associate
Royal Bank of Canada —Boulder, CO
- $40,000 - $70,000 a year
- Full-time
- Word processing
- Data analysis skills
- Research
- Disability insurance
- Health insurance
Relationship Associate, Institutional Client Relations
SRS Acquiom —Denver, CO
- $75,000 - $90,000 a year
- Weekends as needed
- Hybrid work
- Research
- Mid-level
- Finance
- Health insurance
- Dental insurance
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
4d
Client Specialist
Robert W. Baird —Boulder, CO
- $24.36 - $36.67 an hour
- Microsoft Excel
- Mid-level
- Office
- Opportunities for advancement
8d
Trust Operations - Lead Client Services
Columbia Banking System —Denver, CO
- $25.23 - $33.64 an hour
- Full-time
- Office
- High school diploma or GED
- Analysis skills
- Disability insurance
- Health insurance
6d
Client Services Associate
TransPerfect —Boulder, CO
- $48,000 a year
- Full-time
- Bachelor's degree
- Experience equivalent to degree accepted
- Entry level
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-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 Service Coordinator - Community Management
CliftonLarsonAllen —Denver, CO
- $55,000 - $90,000 a year
- Full-time
- Bachelor of Science
- Writing skills
- Mid-level
- Health insurance
- Dental insurance
Business Banking Client Manager
Sunflower Bank NA —Longmont, CO
- $80,000 - $120,000 a year
- Online Application
- Mid-level
- Office
- Business development
- Paid holidays
- Dental insurance
Quick Apply
1d
Fiduciary Litigation Associate (5+ years); Private Client practice: Remote (based in Chicago, IL)
Holland & Hart LLP —Denver, CO
- $230,000 - $400,000 a year
- Full-time
- Hybrid work
- 5 years
- Writing skills
- Senior level
- Wellness program
- AD&D insurance
Client Service Associate Lead (Teller Lead) - Denver, CO
Vectra Bank Colorado —Denver, CO
- $25 - $27 an hour
- Full-time
- Basic math
- Mid-level
- Office
- Profit sharing
- Paid training
1d
Senior Associate, Client Relations Specialist - HYBRID
SS&C Technologies —Denver, CO
- $45,000 - $115,000 a year
- Online Application
- Word processing
- Mid-level
- Bachelor's degree
- Paid holidays
- Health insurance
Private Wealth Management Registered Client Service Associate
Morgan Stanley —Denver, CO
- $34,653 - $85,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- Health savings account
- Paid holidays
Fiduciary Litigation Associate (5+ years); Private Client practice: Denver, Salt Lake City, & Jackson Hole
Holland & Hart LLP —Denver, CO
- $237,500 - $285,000 a year
- Full-time
- Hybrid work
- 5 years
- Writing skills
- Senior level
- Wellness program
- AD&D insurance
Client Service Associate (Denver, CO)
Raymond James Financial, Inc. —Denver, CO
- $45,000 - $65,000 a year
- Full-time
- High school
- Writing skills
- Research
- Paid holidays
- Health insurance

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Client Service Associate

Sovereign Family Office
Golden, CO

Quick Apply

Job Details

Full-time
$55,000 - $72,000 a year
10 days ago

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
Tax experience

Full Job Description

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

Quick Apply

Refine Your Search

client services associate jobs in boulder, co

Client Service Associate

Registered Client Associate

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

PBM Client Success Associate

Client Associate/Registered Client Associate

Relationship Associate, Institutional Client Relations

Client Relationship Associate - Wealth Advisory - Denver, CO

Client Specialist

Trust Operations - Lead Client Services

Client Services Associate

Registered Client Service Associate

Client Associate-2

Client Service Coordinator - Community Management

Business Banking Client Manager

Fiduciary Litigation Associate (5+ years); Private Client practice: Remote (based in Chicago, IL)

Client Service Associate Lead (Teller Lead) - Denver, CO

Senior Associate, Client Relations Specialist - HYBRID

Private Wealth Management Registered Client Service Associate

Fiduciary Litigation Associate (5+ years); Private Client practice: Denver, Salt Lake City, & Jackson Hole

Client Service Associate (Denver, CO)

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