Client Service Manager
7 days ago
About Us
Miracle Mile Advisors is a leading independent RIA with offices across the US. Our mission is to provide exceptional financial planning and investment advice to high-net-worth families.
Job Responsibilities
The successful candidate will have the following responsibilities:
- Support advisory teams with operational and administrative tasks
- Act as a primary point of contact for client issues and concerns
- Built strong relationships with clients through exceptional customer service
- Managed client web portals and provided educational support
- Collaborated with internal departments to ensure seamless service delivery
What You'll Need
To succeed in this role, you will require:
- 4+ years of experience in client-facing roles within financial services
- Strong proficiency in Microsoft Office Suite and/or Google Workspace
- Excellent communication and interpersonal skills
- Ability to work effectively in a team environment
Our Offer
We are committed to supporting the growth and development of our employees. Our benefits package includes:
- Competitive salary: $80,000-$100,000
- Opportunities for career advancement
- Ongoing training and professional development
- Recognition and rewards for outstanding performance
Where We Work
This is a full-time, in-office position in our Sausalito office with occasional remote work flexibility.
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