Top 7057 Service 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
13d
Assistant Distribution Coordinator
NGL Energy Partners LP —Denver, CO
- $65,000 - $80,000 a year
- Full-time
- Ability to walk for extended periods
- Mid-level
- Office
- Disability insurance
- Health insurance
Assistant Manager
Apartment Management Consultants, LLC —Lakewood, CO
- $23 - $24 an hour
- Full-time
- Sales
- Pass drug screening
- Apartments
- Paid holidays
- Disability insurance
Quick Apply
5d
Sales/Marketing Associate ~ Senior Living Community
MorningStar Senior Management LLC —Lakewood, CO
- From $25 an hour
- Part-time
- Computer literacy
- High school diploma or GED
- Driving
- Health savings account
- Health insurance
Quick Apply
Delivery Driver / Operations Associate
Metal Supermarkets Denver - Wheat Ridge —Golden, CO
- $19 - $20 an hour
- Full-time
- Background check
- Clean driving record
- English
- Health insurance
- Employee discount
Quick Apply
11d
Delivery Driver $24.50-26.00/hr with Daily incentives!!
TINT Logistics —Broomfield, CO
- $24.50 - $26.00 an hour
- 8 hour shift
- Background check
- Military
- No high school diploma
- Paid training
- Health insurance
Quick Apply
Associate
Second and Charles —Lakewood, CO
- Part-time
- Ability to walk for extended periods
- Merchandising
- Maintenance
Front Desk Agent
The Golden Hotel Ascend Collection —Golden, CO
- $19.50 an hour
- Weekends as needed
- Computer literacy
- Hotel
- High school diploma or GED
- Health insurance
- Dental insurance
Quick Apply
Medical Office Representative Full Time Days
AdventHealth Corporate —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
Help Desk Support I
Software Technology Inc —Golden, CO
- Temporary
- Research
- Experience equivalent to degree accepted
- 1 year
Quick Apply
Front Desk Associate
Gold's Gym - CGG Operations LLC —Arvada, CO
- $18 an hour
- Part-time
- Accounting
- Cleaning
- Computer skills
- 401(k) matching
- Employee discount
Quick Apply
(USA) Member Specialist
Sam's Club —Arvada, CO
- $21 - $29 an hour
- High school
- Merchandising
- Continuous improvement
- Paid jury duty
- Disability insurance
Cashier
Home Depot —Golden, CO
- $18.50 - $19.50 an hour
- 1 year
- Entry level
Merchandise and Stocking Associate
Sam's Club —Arvada, CO
- $21 - $29 an hour
- High school
- Sales
- Merchandising
- Paid jury duty
- Disability insurance
Retail Hourly Clerk
King Soopers —Evergreen, CO
- $17.90 - $26.35 an hour
- Part-time
- Serving
- Merchandising
- Basic math
- Health insurance
- Tuition reimbursement
Administrative Assistant
University of Colorado Boulder —Boulder, CO
- $60,000 - $75,000 a year
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- Office
- Relocation assistance
- Health insurance
5d
Night Auditor
Marriott International, Inc —Golden, CO
- $23.47 an hour
- Part-time
- Hotel
- High school diploma or GED
- Quality control
6d
Patient Registration Rep Broomfield
Children's Hospital Colorado —Broomfield, CO
- $20.14 - $30.21 an hour
- Part-time
- Administrative experience
- High school diploma or GED
- Children
- Wellness program
- 403(b) matching
11d
WAITER/WAITRESS (PART TIME)
Unidine —Arvada, CO
- $18 - $20 an hour
- Part-time
- Background check
- 1 year
- Restaurant
- Commuter assistance
- Paid holidays
Quick Apply
Medical Records - Health Information Specialist
Critical Care Pulmonary and Sleep Associates —Lakewood, CO
- $21 - $24 an hour
- Full-time
- HIPAA
- Mid-level
- High school diploma or GED
- AD&D insurance
- Paid holidays
Quick Apply
9d

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Client Service Associate

Sovereign Family Office
Golden, CO

Quick Apply

Job Details

Full-time
$55,000 - $72,000 a year
13 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

service associate jobs in golden, co

Client Service Associate

Assistant Distribution Coordinator

Assistant Manager

Sales/Marketing Associate ~ Senior Living Community

Delivery Driver / Operations Associate

Delivery Driver $24.50-26.00/hr with Daily incentives!!

Associate

Front Desk Agent

Medical Office Representative Full Time Days

Help Desk Support I

Front Desk Associate

(USA) Member Specialist

Cashier

Merchandise and Stocking Associate

Retail Hourly Clerk

Administrative Assistant

Night Auditor

Patient Registration Rep Broomfield

WAITER/WAITRESS (PART TIME)

Medical Records - Health Information Specialist

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

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