Financial Services Professional

1 month ago


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

Company Overview

Miracle Mile Advisors is a nationally-ranked investment advisory firm with a strong presence in the US. We provide sophisticated financial planning and investment advice to high-net-worth families.

Job Summary

We are seeking a highly motivated Senior Client Service Associate to join our Client Service team in Sausalito, CA. The successful candidate will provide operational support to our advisory teams, act as a key point of contact for client issues, and build strong relationships with clients.

About the Role

This is an exciting opportunity to grow within the financial services industry. As a Senior Client Service Associate, you will be responsible for:

  • Providing operational and administrative support to our advisory teams
  • Acting as a key point of contact for client issues and building strong relationships with clients
  • Collaborating with our investment, accounting, and operational departments
  • Managing client web portals and educating clients on our services
  • Coordinating with clients' outside advisors for holistic service

Requirements

To be successful in this role, you will need:

  • 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

Benefits

We offer a competitive compensation package, including:

  • Salary range: $80,000-$100,000
  • 401(k) Plan with Employer matching
  • Employer health savings account
  • Medical & vision insurance
  • Continuing education support
  • Investment in employee development

Why Work at Miracle Mile Advisors?

This is a full-time, in-office position in our Sausalito office with occasional remote work flexibility. If you are a motivated and organized individual with excellent communication skills, we encourage you to apply.



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