Financial Services Professional
1 month ago
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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