Top 66 Finance operations occupations 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
ACH Business Operations Analyst
U.S. Bank National Association —Denver, CO
- $81,515 - $95,900 a year
- Full-time
- 5 years
- Research
- Office
- Paid holidays
- Disability insurance
Fund Liquidity Associate
Partners Group —Broomfield, CO
- $110,000 - $125,000 a year
- Mid-level
- Office
- Residential
- Disability insurance
- Health insurance
3d
Service Associate - Part-Time
Morgan Stanley —Denver, CO
- $35,000 - $75,000 a year
- Part-time
- Writing skills
- Office
- High school diploma or GED
- Health savings account
- Paid holidays
2d
Treasury Analyst
Ball Corporation —Westminster, CO
- $66,700 - $79,000 a year
- Hybrid work
- Writing skills
- Mid-level
- Office
Quick Apply
3d
Trust Operations Specialist II - Asset Valuations
Columbia Banking System —Denver, CO
- $23.98 - $29.00 an hour
- Full-time
- 5 years
- Mid-level
- Office
- Disability insurance
- Health insurance
Brokerage Operations Associate I - ACATS
Alpaca —Denver, CO
- Remote
- Continuous improvement
- 2 years
- Entry level
- Health insurance
7d
Lead Compliance Internal Testing Analyst
Western Union —Denver, CO
- $90,000 - $100,000 a year
- Full-time
- Hybrid work
- Office
- Bachelor's degree
- Conflict management
- Health insurance
- Dental insurance
Trust Operations Administrator
Columbia Banking System —Denver, CO
- $77,767 - $106,000 a year
- Full-time
- Office
- Bachelor's degree
- Mentoring
- Disability insurance
- Health insurance
Compliance Examiner
D.A. Davidson —Denver, CO
- $54,486 - $80,000 a year
- Full-time
- Remote
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid holidays
- Health insurance
Compliance Operations Lead, Third-Party Due Diligence
Vantor Inc. —Westminster, CO
- $97,000 - $141,900 a year
- Full-time
- Office
- 3 years
- Analysis skills
- 401(k) matching
- Pet insurance
Quick Apply
Trust Securities Operations Specialist
Columbia Banking System —Denver, CO
- $22.61 - $26.00 an hour
- Full-time
- Office
- Windows
- High school diploma or GED
- Disability insurance
- Health insurance
Lead Trust Securities Operations Specialist
Columbia Banking System —Denver, CO
- $25.23 - $33.64 an hour
- Full-time
- 5 years
- Office
- Analysis skills
- Disability insurance
- Health insurance
Associate, Deal Services
CliftonLarsonAllen —Denver, CO
- $60,000 - $99,000 a year
- Full-time
- Microsoft Excel
- CPA
- Mid-level
- Health insurance
- Dental insurance
8h
Associate
Standish Management —Denver, CO
- $52,000 - $62,000 a year
- Hybrid work
- Finance
- Bachelor's degree
- QuickBooks
- Health savings account
- Health insurance
Analyst, AML Compliance
Western Union —Denver, CO
- Full-time
- Research
- Mid-level
- Analysis skills
4d
1940 Act Regulatory Administration Manager
U.S. Bank National Association —Denver, CO
- $139,230 - $163,800 a year
- Office
- 8 years
- US work authorization
- Paid holidays
- Disability insurance
Analyst, US Client Services
Ares Management —Denver, CO
- $65,000 - $80,000 a year
- Full-time
- Mid-level
- Analysis skills
- Bachelor's degree
- Commuter assistance
- Health savings account
Ascent Trust and Investment Onboarding Coordinator - Minneapolis, MN
U.S. Bank National Association —Denver, CO
- $92,820 - $109,200 a year
- Mid-level
- Office
- Finance
- Paid holidays
- Disability insurance
3d
Trust Operations Distribution Manager
Columbia Banking System —Denver, CO
- $89,000 - $127,000 a year
- Full-time
- Office
- 3 years
- Analysis skills
- Disability insurance
- Health insurance
6h

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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

finance operations occupations jobs in boulder, co

Client Service Associate / Administrative Assistant

ACH Business Operations Analyst

Fund Liquidity Associate

Service Associate - Part-Time

Treasury Analyst

Trust Operations Specialist II - Asset Valuations

Brokerage Operations Associate I - ACATS

Lead Compliance Internal Testing Analyst

Trust Operations Administrator

Compliance Examiner

Compliance Operations Lead, Third-Party Due Diligence

Trust Securities Operations Specialist

Lead Trust Securities Operations Specialist

Associate, Deal Services

Associate

Analyst, AML Compliance

1940 Act Regulatory Administration Manager

Analyst, US Client Services

Ascent Trust and Investment Onboarding Coordinator - Minneapolis, MN

Trust Operations Distribution Manager

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