Top 1237 Client advisor Jobs in Edgewater 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
11d
Pre-Planning Advisor
Service Corporation International —Wheat Ridge, CO
- $30,000 - $125,000 a year
- Part-time
- Hybrid work
- Background check
- Clean driving record
- Sales
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor (Career Changers Encouraged To Apply)
Northwestern Mutual —Arvada, CO
- $70,000 - $200,000 a year
- Full-time
- Background check
- Mid-level
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Wealth Advisor, Schwab Wealth Advisory
Charles Schwab —Lone Tree, CO
- $110,000 - $160,000 a year
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid parental leave
- Employee stock purchase plan
Financial Advisor (Career Changers Encouraged To Apply)
Northwestern Mutual —Denver, CO
- $70,000 - $200,000 a year
- Full-time
- Hybrid work
- Background check
- Mid-level
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Client Success Representative (Remote)
Demand.com —Denver, CO
- Remote
- Mid-level
- Communication skills
- Time management
Quick Apply
Senior Advisor, Client Engagement—Media and Audience Strategy
Epsilon —Westminster, CO
- $96,000 - $144,000 a year
- Email
- Hybrid work
- Bachelor's degree
- Fair chance
- Experience equivalent to degree accepted
- Commuter assistance
- Paid holidays
Client Advisor- Denver, CO
Tiffany & Co. —Denver, CO
- $20.40 - $27.60 an hour
- Weekends as needed
- Hospitality
- Microsoft Outlook
- Mid-level
Advisor, Client Engagement—Media and Audience Strategy
Epsilon —Denver, CO
- $88,000 - $132,000 a year
- Email
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Bachelor's degree
- Commuter assistance
- Paid holidays
Hyundai Sales Consultant/Client Advisor
Schomp Hyundai —Aurora, CO
- $55,000 - $150,000 a year
- Email
- Clean driving record
- Dealership
- High school diploma or GED
- Paid training
- Health savings account
Quick Apply
Private Client Advisor
Key Investment Services, LLC —Greenwood Village, CO
- Full-time
- Hybrid work
- Mid-level
- Office
- High school diploma or GED
Customer Success Manager - Remote
Nevis Wealth —Denver, CO
- Full-time
- Remote
- Mid-level
- 4 years
- Communication skills
- Health insurance
J.P. Morgan Wealth Management - Private Client Advisor - Centennial, CO
JPMorganChase —Centennial, CO
- $57,840 a year
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Tuition reimbursement
16h
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
Premier Client Advisor - PNC Wealth Management
PNC Financial Services Group —Littleton, CO
- $57,750 - $96,250 a year
- Full-time
- Office
- Business development
- Bachelor's degree
- Wellness program
- Health savings account
9d
Talent Business Advisor Senior Associate
Crowe —Denver, CO
- $59,500 - $118,000 a year
- Full-time
- Remote
- Mid-level
- Microsoft Office
- 3 years
Quick Apply
14d
Fashion Advisor, Neiman Marcus Denver
Chanel —Denver, CO
- $28.00 - $31.25 an hour
- Weekends as needed
- Mid-level
- 3 years
- High school diploma or GED
- Health savings account
- AD&D insurance
9d
Client Service Coordinator
HUB International —Denver, CO
- $25.00 - $28.85 an hour
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Office
- Disability insurance
- Health insurance
Client Service Associate - Denver
Brighton Jones —Denver, CO
- $30.75 - $37.50 an hour
- Overtime
- Microsoft Excel
- Mid-level
- Office
- Paid parental leave
- Paid holidays
Client Partner - Healthcare
Infosys —Denver, CO
- $128,000 - $250,000 a year
- Full-time
- 3 years
- Bachelor's degree
- US work authorization
- Paid holidays
- Disability insurance
Quick Apply
14d

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client advisor jobs near edgewater co

Client Service Associate

Sovereign Family Office
Golden, CO

Quick Apply

Job Details

Full-time
$55,000 - $72,000 a year
11 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
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 - $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 advisor jobs in edgewater co

Client Service Associate

Pre-Planning Advisor

Financial Advisor (Career Changers Encouraged To Apply)

Wealth Advisor, Schwab Wealth Advisory

Financial Advisor (Career Changers Encouraged To Apply)

Client Success Representative (Remote)

Senior Advisor, Client Engagement—Media and Audience Strategy

Client Advisor- Denver, CO

Advisor, Client Engagement—Media and Audience Strategy

Hyundai Sales Consultant/Client Advisor

Private Client Advisor

Customer Success Manager - Remote

J.P. Morgan Wealth Management - Private Client Advisor - Centennial, CO

Relationship Associate, Institutional Client Relations

Premier Client Advisor - PNC Wealth Management

Talent Business Advisor Senior Associate

Fashion Advisor, Neiman Marcus Denver

Client Service Coordinator

Client Service Associate - Denver

Client Partner - Healthcare

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