A Unique Opportunity at Miracle Mile Advisors an award-winning independent RIA with an amazing culture and national footprint.
All the relevant skills, qualifications and experience that a successful applicant will need are listed in the following description.
Miracle Mile Advisors is an independent, nationally-ranked investment advisory firm with offices in Los Angeles, San Francisco, New York, Portland, Chicago, and more.
We specialize in providing sophisticated financial planning and investment advice to high-net-worth families. Our firm has received numerous awards and recognition in top media outlets like Forbes, Barron’s, and CNBC.
As the firm expands, we have career opportunities for self-motivated professionals.
Miracle Mile Advisors ( MMA ) is seeking a full-time Senior Client Service Associate to join our Client Service team in our Sausalito, CA office.
This position supports advisory teams and offers growth within the financial services industry. Ideal candidates will possess strong client service skills and excel in a team environment.
Job Responsibilities
- Provide operational and administrative support to Client Advisors
- Act as a key point of contact for client issues
- Build client relationships and deliver exceptional customer service
- Organize, track, and lead team projects to completion
- Collaborate with investment, accounting, and operational departments
- Manage client web portals and educate clients on services
- Coordinate with clients’ outside advisors for holistic service
- Own account maintenance for new and existing clients
- Demonstrate outstanding client service and interpersonal skills
Education / Experience
- 4+ years of client service or administrative experience in financial services
- Series 65 preferred
- Proficiency in Microsoft Office Suite and / or Google Workspace
- Salesforce experience is a plus
Why Work at Miracle Mile Advisors?
- Competitive compensation
- 401(k) Plan with Employer matching
- Employer health savings account
- Medical & vision insurance
- Continuing education support
- Investment in employee development
- Salary range : $80,000-$100,000
This role is an in-office, full-time position in our Sausalito office with occasional remote work flexibility.
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Last updated : 2024-07-28