Top 75 Client services associate Jobs in Golden, 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
12d
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
PBM Client Success Associate
Rightway —Denver, CO
- $55,000 - $75,000 a year
- Remote
- Google Workspace
- Mid-level
- Bachelor's degree
Quick Apply
8d
Client Services Associate
Dodds Wealth LLC —Greenwood Village, CO
- $65,000 - $80,000 a year
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid holidays
- Disability 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 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
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 Management Associate II
CAPTRUST —Greenwood Village, CO
- $65,000 - $72,000 a year
- Full-time
- Microsoft Word
- Mid-level
- Office
- Health savings account
- Disability insurance
3d
Client Services Representative - Reset Recovery
Aurora Mental Health & Recovery —Aurora, CO
- $19.29 - $28.25 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Current TB test
- AD&D insurance
- Paid holidays
Quick Apply
6d
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
3d
Client Solutions Associate
Engrain —Greenwood Village, CO
- $26 - $30 an hour
- Mid-level
- Office
- Administrative experience
- Paid parental leave
- Health insurance
Registered Client Service Associate
Stifel —Greenwood Village, CO
- $53,000 - $70,000 a year
- Full-time
- Microsoft Outlook
- Office
- High school diploma or GED
- Health insurance
- Dental insurance
Client Service Associate
Ameriprise Financial —Denver, CO
- $54,400 - $74,800 a year
- Full-time
- Hybrid work
- Research
- Office
- 3 years
- Dental insurance
- 401(k)
11d
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
5d
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
8d
Associate Client Solutions Manager
Freeman Company —Denver, CO
- Up to $250,000 per event
- Full-time
- Hybrid work
- Mid-level
- Office
- High school diploma or GED
- Paid parental leave
- Disability insurance
Client Service Associate - Non-Registered
Stifel —Greenwood Village, CO
- $47,000 - $62,000 a year
- Full-time
- Microsoft Outlook
- Office
- Administrative experience
- Health insurance
- Dental insurance
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
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

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

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

client services associate jobs near golden, co

Client Services Associate jobs in Boulder, CO

Client Relations Specialist jobs in Denver, CO

Client Associate jobs in Denver, CO

Client Services jobs in Denver, CO

Client Services Associate jobs in Denver, CO

Customer Service Representative jobs in Aurora, CO

Client Services Coordinator jobs in Denver, CO

Litigation Associate jobs in Denver, CO

Client Services Associate jobs in Detroit, MI

Client Services Associate jobs in Camas, WA

Client Services Associate jobs in Stamford, CT

Client Services Associate jobs in Denville, NJ

Client Services Manager jobs in Chicago, IL

Associate Dentist jobs in New York, NY

Client Associate jobs in Indiana

Client Associate jobs in San Jose, CA

Client Associate jobs in Huntsville, AL

Client Associate jobs in Remote

Warehouse Associate jobs in Fort Myers, FL

Client Services Associate jobs in Columbus, OH

Client Service Associate

Sovereign Family Office
Golden, CO

Quick Apply

Job Details

Full-time
$55,000 - $72,000 a year
12 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 services associate jobs in golden, co

Client Service Associate

Registered Client Associate

PBM Client Success Associate

Client Services Associate

Client Service Associate - Denver

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

Client Associate/Registered Client Associate

Relationship Associate, Institutional Client Relations

Client Management Associate II

Client Services Representative - Reset Recovery

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

Client Solutions Associate

Registered Client Service Associate

Client Service Associate

Client Relationship Associate - Wealth Advisory - Denver, CO

Trust Operations - Lead Client Services

Associate Client Solutions Manager

Client Service Associate - Non-Registered

Client Service Coordinator - Community Management

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

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

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected