Financial Operations Specialist
7 days ago
Why Work at Miracle Mile Advisors?
We are an independent, nationally-ranked investment advisory firm with offices across the United States. Our mission is to provide exceptional financial planning and investment advice to our clients. We are seeking a dedicated and experienced professional to join our Client Service team.
Job Description
The Senior Client Service Associate will be responsible for providing operational and administrative support to our Client Advisors. This includes acting as a key point of contact for client issues, building client relationships, and delivering exceptional customer service.
Responsibilities
- Support Client Advisors in managing client relationships
- Provide administrative support for client communications and events
- Assist in organizing and leading team projects
- Collaborate with investment, accounting, and operational departments
Requirements
- 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
- Salary: $80,000-$100,000 per year
- 401(k) Plan with Employer matching
- Employer health savings account
- Medical & vision insurance
- Continuing education support
- Investment in employee development
About the Role
This is an in-office, full-time position in our Sausalito office with occasional remote work flexibility. If you are a motivated professional looking for a challenging role in a dynamic company, please consider this opportunity.
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