Client Service Manager

2 days ago


Seattle, Washington, United States Miracle Mile Advisors Full time

Company Overview

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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.

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Job Description

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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.

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Responsibilities:

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  • 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">
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Required Skills and Qualifications

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To be successful in this role, you will have:

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  • 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)">
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Benefits

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Miracle Mile Advisors offers a competitive compensation structure, including:

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  • 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">
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Estimated Salary Range: $80,000 - $100,000 per year



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