Top 52012 Jobs in Morrison, 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
Assistant Talent Buyer
Buffalo Rose —Golden, CO
- $18 - $25 an hour
- Part-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Organizational skills
- Employee discount
- Flexible schedule
Quick Apply
10h
Remote Dental Insurance Verification Specialist - Part Time
Longmont Oral, Facial & Implant Surgery —Colorado
- $19 - $24 an hour
- Part-time
- Remote
- HIPAA
- Mid-level
- In-person
- Dental insurance
- Flexible schedule
Quick Apply
1d
Part Time Member Experience Associate
Part Time Maintenance Technician —Littleton, CO
- From $18 an hour
- Part-time
- Hybrid work
- Background check
- Hospitality
- Inventory management
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Special Agent
Federal Bureau of Investigation —Denver, CO
- $103,326 - $133,200 a year
- Full-time
- Mid-level
- Bachelor's degree
- Travel
- Health insurance
- Retirement plan
Security officer - Hotel
Prosegur —Lakewood, CO
- $21 an hour
- Part-time
- Ability to walk for extended periods
- Computer literacy
- Pass drug screening
Quick Apply
Store Support
Home Depot —Morrison, CO
- $18.50 - $20.50 an hour
- Entry level
- Time management
Member Service Assistant
Costco Wholesale Corporation —Littleton, CO
- Part-time
- Driving
- US work authorization
- Warehouse
- AD&D insurance
- Employee stock purchase plan
(USA) Member Specialist
Sam's Club —Littleton, CO
- $21 - $29 an hour
- High school
- Merchandising
- Continuous improvement
- Paid jury duty
- Disability insurance
Club Attendant
24 Hour Fitness USA, LLC —Lakewood, CO
- $16.74 an hour
- Customer service
- Writing skills
- High school diploma or GED
Quick Apply
Cashier
Ace Hardware —Lakewood, CO
- $16 - $17 an hour
- Part-time
- High school diploma or GED
- Ability to lift 50 pounds
- In-person
- Paid training
- 401(k) matching
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Amusement (Arcade) Associate
Round1 —Littleton, CO
- $17.00 - $18.75 an hour
- Part-time
- Ability to walk for extended periods
- High school diploma or GED
- Continuous improvement
Quick Apply
Night Auditor
Marriott International, Inc —Golden, CO
- $23.47 an hour
- Part-time
- Hotel
- High school diploma or GED
- Quality control
5d
Airbnb Turnover Cleaner
Mountain Marvel Cleaning Company LLC —Conifer, CO
- $26.50 - $30.00 an hour
- Part-time
- Driver's License
- In-person
- Reliable transportation
- Flexible schedule
Quick Apply
4d
Teammate - Footwear
DICK'S Sporting Goods —Golden, CO
- $15 - $22 an hour
- Part-time
- Background check
- Merchandising
- High school diploma or GED
Patient Escort
Sodexo —Lakewood, CO
- $18 an hour
- Online Application
- Hospital
- No high school diploma
- High school diploma or GED
- Paid holidays
- Health insurance
Cart Attendant
Walmart —Littleton, CO
- $19.50 - $32.50 an hour
- Full-time
- High school
- Sanitation
- Entry level
- Paid jury duty
- Disability insurance
Technician - Packaging
Molson Coors Brewing Company —Golden, CO
- $31.35 - $37.30 an hour
- High school diploma or GED
- Organizational skills
- Leadership
- Wellness program
- Dental insurance
Bakery Team Member (Service Counter) - Part Time
Whole Foods Market —Littleton, CO
- $17.00 - $25.40 an hour
- 8 hour shift
- Ability to lift 50 pounds
- Bakery
- Organizational skills
- Store discount
- Paid time off
Retail Customer Service Associate
FedEx Office —Lakewood, CO
- $18.35 - $21.57 an hour
- Full-time
- High school diploma or GED
- Project management
- Cleaning
- Health insurance
- Dental insurance

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Jobs jobs near morrison, co

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

jobs in morrison, co

Client Service Associate

Assistant Talent Buyer

Remote Dental Insurance Verification Specialist - Part Time

Part Time Member Experience Associate

Special Agent

Security officer - Hotel

Store Support

Member Service Assistant

(USA) Member Specialist

Club Attendant

Cashier

Amusement (Arcade) Associate

Night Auditor

Airbnb Turnover Cleaner

Teammate - Footwear

Patient Escort

Cart Attendant

Technician - Packaging

Bakery Team Member (Service Counter) - Part Time

Retail Customer Service Associate

I want to receive the latest job alert for jobs in morrison, co

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