Top 2607 Office services associate Jobs in Denver, Co

Client Service Associate / Administrative Assistant
Sovereign Family Office —Golden, CO
- $55,000 - $75,000 a year
- Full-time
- Office
- Bachelor's degree
- QuickBooks
- Health insurance
- Dental insurance
Tool Repair Office Associate
AIS Industrial & Construction Supply —Denver, CO
- $19.26 - $21.00 an hour
- Full-time
- Microsoft Outlook
- Sales
- Office
- Health insurance
- Dental insurance
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Business Associate
The Logan School for Creative Learning —Denver, CO
- $25,000 - $30,000 a year
- Part-time
- School experience
- Mid-level
- Office
- Paid time off
- Employee discount
Quick Apply
7d
Leasing Associate (Multi-site)
Holland Partner Group —Denver, CO
- $20 - $24 an hour
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Medical Office Representative Denver Full Time Days
AdventHealth Medical Group Porter —Denver, CO
- $19.38 - $31.01 an hour
- Full-time
- Primary Care
- High school diploma or GED
- Guest services
- Paid parental leave
- Disability insurance
Medical Office Representative Full Time Days
AdventHealth Medical Group Avista —Westminster, CO
- $19.38 - $31.01 an hour
- Full-time
- High school diploma or GED
- Guest services
- Associate's degree
- Paid parental leave
- Disability insurance
Medical Office Representative Full Time Days
AdventHealth Medical Group Littleton —Littleton, CO
- $19.38 - $31.01 an hour
- Full-time
- Internal Medicine
- High school diploma or GED
- Guest services
- Paid parental leave
- Disability insurance
Medical Office Representative Full Time Days
AdventHealth Medical Group Castle Rock —Englewood, CO
- $19.38 - $31.01 an hour
- Full-time
- High school diploma or GED
- Guest services
- Associate's degree
- Paid parental leave
- Disability insurance
Medical Office Representative Full Time Days
AdventHealth Medical Group Parker —Aurora, CO
- $19.38 - $31.01 an hour
- Full-time
- High school diploma or GED
- Guest services
- Associate's degree
- Paid parental leave
- Disability insurance
HR Associate - Denver, CO
Advisor Talent Solutions —Denver, CO
- $55,000 - $70,000 a year
- Full-time
- Mid-level
- Office
- Administrative experience
- Health savings account
- Paid holidays
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Database & Administrative Associate
Counterterrorism Education Learning Lab (CELL) —Denver, CO
- $50,000 - $72,000 a year
- Full-time
- Hybrid work
- Background check
- Customer service
- Office
- Paid jury duty
- 403(b) matching
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Medical Office Specialist
Aurora Denver Cardiology Associates —Aurora, CO
- $19.29 - $26.50 an hour
- Full-time
- Cardiology
- Entry level
- Employee stock purchase plan
- Disability insurance
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Customer Success Associate
Kharon —Denver, CO
- $75,000 - $85,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid holidays
- Disability insurance
Quick Apply
Retail Customer Service Associate
FedEx Office —Denver, CO
- $20.75 - $24.37 an hour
- Full-time
- High school diploma or GED
- Project management
- Cleaning
- Health insurance
- Dental insurance
2d
Front Desk Associate/Receptionist
Novera: Headache Center —Meridian, CO
- $22 - $25 an hour
- Full-time
- Private practice
- Sales
- Clinic
- Health insurance
- Paid time off
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3d
PBM Client Success Associate
Rightway —Denver, CO
- $55,000 - $75,000 a year
- Remote
- Google Workspace
- Mid-level
- Bachelor's degree
Quick Apply
13d
Delivery Station Customer Service Associate, DSL
Amazon.com Services LLC —Thornton, CO
- $18.65 - $25.96 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Merchandising
- Employee assistance program
- 401(k) matching
13d
Scheduling Coordinator
Briotix Health —Centennial, CO
- $23 - $25 an hour
- Full-time
- Hybrid work
- Microsoft Outlook
- Office
- Administrative experience
- AD&D insurance
- Paid holidays
Quick Apply
Community Associate - Cherry Creek
Thrive Workplace —Denver, CO
- $20 an hour
- Part-time
- Microsoft Excel
- Microsoft Outlook
- Customer service
- Paid time off
Quick Apply
Lab Associate I
Quest Diagnostics —Denver, CO
- $19.41 - $29.12 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- High school diploma or GED
- Employee stock purchase plan
- Disability insurance
Quick Apply

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Client Service Associate / Administrative Assistant

Sovereign 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
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, 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 - $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

office services associate jobs in denver, co

Client Service Associate / Administrative Assistant

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Medical Office Representative Full Time Days

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HR Associate - Denver, CO

Database & Administrative Associate

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Customer Success Associate

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Community Associate - Cherry Creek

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