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.

J-18808-Ljbffr

Last updated : 2024-07-28

Miracle Mile Advisors jobs

Client service associate