Client Service Manager
2 days ago
Company Overview
">Miracle Mile Advisors is an independent, nationally-ranked investment advisory firm with a strong presence in the financial services industry. Our team of experts provides sophisticated financial planning and investment advice to high-net-worth families. We are passionate about our people and invest in their growth and development.
">Job Description
">We are seeking a Senior Client Service Associate to join our Client Service team in Seattle, WA. This mid-level position will provide operational and administrative support to advisory teams, building client relationships while delivering exceptional customer service.
">Responsibilities:
">- ">
- Provide operational and administrative support to Client Advisors in their daily business practices">
- Act as a key point of contact for client issues and concerns">
- Build client relationships while delivering white-glove customer service">
- Organize, track, and lead team projects to successful completion">
- Work cross-functionally with investment, accounting, and operational departments to ensure clients' needs are met">
- Manage individual client web portals and educate clients on relevant capabilities and services">
- Coordinate with clients' outside advisors to provide holistic service">
Required Skills and Qualifications
">To be successful in this role, you will have:
">- ">
- 4+ years of client service or administrative experience in the financial services industry">
- Demonstrated outstanding client service and interpersonal skills">
- Exceptional listening, written, and verbal communication skills">
- Time management and organizational skills with an emphasis on managing multiple responsibilities and adapting to changing priorities">
- Experience using Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and/or Google Workspace (Gmail, Drive, Docs, Sheets, Slides)">
Benefits
">Miracle Mile Advisors offers a competitive compensation structure, including:
">- ">
- A salary range of $80,000-$100,000">
- A 401(k) Plan with Employer matching">
- An Employer health savings account">
- Medical & vision insurance">
- Continuing education support">
Estimated Salary Range: $80,000 - $100,000 per year
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