Client Service Manager

7 days ago


San Francisco, California, United States Miracle Mile Advisors Full time

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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