Top 780 Client associate Jobs in Littleton, 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
Financial Services Associate
Lifeline Wealth Group —Littleton, CO
- $30,000 - $150,000 a year
- Part-time
- Hybrid work
- Driver's License
- Entry level
- Professional development assistance
- Flexible schedule
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
9d
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
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 - 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 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 Service Associate - Denver
Brighton Jones —Denver, CO
- $30.75 - $37.50 an hour
- Overtime
- Microsoft Excel
- Mid-level
- Office
- Paid parental leave
- Paid holidays
ASSOCIATE ATTORNEY – PERSONAL INJURY
Zaner Law —Denver, CO
- $125,000 - $150,000 a year
- Email
- Writing skills
- Mid-level
- Microsoft Office
- Paid holidays
- Health insurance
Quick Apply
Associate Attorney
Women's Divorce & Family Law Group of Colorado, LLP —Denver, CO
- $100,000 - $135,000 a year
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- 3 years
- Paid holidays
- Disability insurance
Quick Apply
2d
Sales Associate
McStain Neighborhoods —Denver, CO
- $39,125 a year
- Weekends as needed
- Background check
- Microsoft Outlook
- Construction site
- Health insurance
- Dental insurance
Quick Apply
Sales Associate
MILE HIGH HARLEY DAVIDSON —Parker, CO
- $55,000 - $75,000 a year
- Email
- Spanish
- Clean driving record
- Sales
- Disability insurance
- Health insurance
Quick Apply
Investment Operations Associate / Associate Wealth Advisor - licensed candidates preferred
Stronghaven —Greenwood Village, CO
- $67,000 - $80,000 a year
- Full-time
- Hybrid work
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
3d
Tax Associate 2 Yrs Exp Req
Graef & Zink PC —Denver, CO
- $72,000 - $87,000 a year
- Full-time
- Hybrid work
- Background check
- Microsoft Excel
- CPA
- Travel reimbursement
- Profit sharing
Quick Apply
Client Liaison and Firm Services Coordinator
Lang Allan & Company, CPAs PC —Greenwood Village, CO
- From $21 an hour
- Full-time
- Microsoft Outlook
- Marketing
- Writing skills
- Mileage reimbursement
- Health savings account
Quick Apply
7h
Litigation Associate Attorney
Orion Placement —Denver, CO
- $95,000 - $130,000 a year
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- 3 years
- Dental insurance
- Paid time off
Quick Apply
Associate Veterinarian
Evans East Animal Hospital —Denver, CO
- $100,000 - $140,000 a year
- Full-time
- Mid-level
- Experience equivalent to degree accepted
- Health savings account
- Disability insurance
Quick Apply
Bilingual Customer Service & Scheduling Specialist (English/Spanish)
ROYAL AUTOMOTIVE LLC —Englewood, CO
- From $17 an hour
- Part-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Flexible schedule
Quick Apply
3d
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
Quick Apply
Associate Attorney- Relocation Required
Parnall Law —Denver, CO
- $200,000 - $400,000 a year
- Full-time
- 5 years
- Senior level
- Paid holidays
- Disability insurance
Quick Apply

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client associate jobs near littleton, co

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
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 associate jobs in littleton, co

Client Service Associate

Financial Services Associate

PBM Client Success Associate

Client Services Associate

Registered Client Service Associate

Client Service Associate - Non-Registered

Client Service Associate

Client Service Associate - Denver

ASSOCIATE ATTORNEY – PERSONAL INJURY

Associate Attorney

Sales Associate

Sales Associate

Investment Operations Associate / Associate Wealth Advisor - licensed candidates preferred

Tax Associate 2 Yrs Exp Req

Client Liaison and Firm Services Coordinator

Litigation Associate Attorney

Associate Veterinarian

Bilingual Customer Service & Scheduling Specialist (English/Spanish)

Tool Repair Office Associate

Associate Attorney- Relocation Required

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