Top 23 Registered client associate Jobs in Lone Tree Co

Client Service Associate / Administrative Assistant
New City Family Office —Golden, CO
- $55,000 - $75,000 a year
- Full-time
- Mid-level
- Office
- Administrative experience
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor
Edward Jones —Denver, CO
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
2d
Financial Advisor
Edward Jones —Littleton, CO
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Advisor
Edward Jones —Aurora, CO
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
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
2d
Registered Client Service Associate
Morgan Stanley —Denver, CO
- $35,000 - $75,000 a year
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- Health savings account
- Paid holidays
Client Service Associate
Beacon Pointe Advisors LLC —Denver, CO
- $55,000 - $60,000 a year
- Office
- Finance
- Analysis skills
Key Private Bank - Registered Associate Relationship Manager
KeyBank National Association —Denver, CO
- $80,000 - $150,000 a year
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- Office
Client Solution Specialist - Corporate Banking
PNC Financial Services Group —Denver, CO
- $41,250 - $75,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Wellness program
- Health savings account
11d
Associate Financial Planner
Edelman Financial Engines, LLC —Englewood, CO
- $83,300 - $111,300 a year
- Microsoft Outlook
- Research
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
5d
Private Wealth Management Analyst
Morgan Stanley —Denver, CO
- $68,000 - $120,000 a year
- Full-time
- Computer literacy
- Writing skills
- Mid-level
- Health savings account
- Paid holidays
Virtual Financial Advisor - PNC Wealth Management
PNC Financial Services Group —Denver, CO
- $55,000 a year
- Full-time
- Spanish
- Public speaking
- Mid-level
- Wellness program
- Health savings account
Senior Wealth Planner
Allworth Financial —Denver, CO
- Full-time
- Microsoft Excel
- CPA
- Writing skills
- Health savings account
- Paid holidays
2d
Financial Advisor - PNC Wealth Management
PNC Financial Services Group —Denver, CO
- $75,000 a year
- Full-time
- Public speaking
- Mid-level
- Office
- Wellness program
- Health savings account
Lead Investment Advisor
RubinBrown LLP —Denver, CO
- Hybrid work
- Microsoft Excel
- CPA
- Customer service
Quick Apply
Investment Advisor
PNC Financial Services Group —Arvada, CO
- $57,750 - $96,250 a year
- Full-time
- Public speaking
- Mid-level
- Office
- Wellness program
- Health savings account
4d
Associate Wealth Advisor
Class VI Partners —Denver, CO
- $75,000 - $95,000 a year
- Full-time
- Mid-level
- Office
- Business development
Quick Apply
5d
Registered Representative, Securities licensed.
State Farm - Aller Insurance —Littleton, CO
- $50,000 - $75,000 a year
- Full-time
- Office
- Entry level
- Time management
- Paid training
- Paid holidays
Quick Apply
Associate - Upper Midwest Advisor Group
Thrivent —Castle Rock, CO
- Research
- Mid-level
- Administrative experience
Quick Apply

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Financial Advisor/Wealth Manager - Denver
Florida Financial Advisors —Greenwood Village, CO
Associate’s degree in business or industry-related field. Maintain strong relationship with clients, helping them track their progress over time.
From $100,000 a year
Quick Apply
Private Wealth Associate
Northwestern Mutual - Colorado Springs —Colorado Springs, CO
2+ years of experience in wealth management, financial planning, or related field. Bachelor’s degree in Finance, Business, Economics, or a related field.
$72,000 - $100,000 a year
Quick Apply

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Financial Advisor - PNC Wealth Management
PNC Financial Services Group —Dublin, OH
In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
$75,000 a year
Associate - South Central Advisor Group
Thrivent —Columbus, OH
Associates can be fully licensed, securities licensed, or insurance licensed. The sponsoring financial advisor helps our members analyze their current situation…
Quick Apply

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registered client associate jobs near lone tree co

Client Service Associate / Administrative Assistant

New City Family Office
Golden, CO

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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
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

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

registered client associate jobs in lone tree co

Client Service Associate / Administrative Assistant

Financial Advisor

Financial Advisor

Financial Advisor

Client Service Associate - Non-Registered

Registered Client Service Associate

Client Service Associate

Key Private Bank - Registered Associate Relationship Manager

Client Solution Specialist - Corporate Banking

Associate Financial Planner

Private Wealth Management Analyst

Virtual Financial Advisor - PNC Wealth Management

Senior Wealth Planner

Financial Advisor - PNC Wealth Management

Lead Investment Advisor

Investment Advisor

Associate Wealth Advisor

Registered Representative, Securities licensed.

Associate - Upper Midwest Advisor Group

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