Senior Client Service Associate

A Unique Opportunity at Miracle Mile Advisors – an award-winning independent RIA with an amazing culture and national footprint.Miracle Mile Advisors is an independent, nationally-ranked investment advisory firm with offices in Los Angeles, San Francisco, New York, Portland, Chicago, and more. We specialize in providing sophisticated financial planning and investment advice to high-net-worth families. Our firm has received numerous awards and recognition in top media outlets like Forbes, Barron’s, and CNBC. As the firm expands, we have career opportunities for self-motivated professionals.Miracle Mile Advisors (“MMA”) is seeking a full-time Senior Client Service Associate to join our Client Service team in our Sausalito, CA office. This position supports advisory teams and offers growth within the financial services industry. Ideal candidates will possess strong client service skills and excel in a team environment.Job ResponsibilitiesProvide operational and administrative support to Client AdvisorsAct as a key point of contact for client issuesBuild client relationships and deliver exceptional customer serviceOrganize, track, and lead team projects to completionCollaborate with investment, accounting, and operational departmentsManage client web portals and educate clients on servicesCoordinate with clients’ outside advisors for holistic serviceOwn account maintenance for new and existing clientsDemonstrate outstanding client service and interpersonal skillsExhibit exceptional communication and time management skillsEducation/Experience4+ years of client service or administrative experience in financial servicesSeries 65 preferredProficiency in Microsoft Office Suite and/or Google WorkspaceSalesforce experience is a plusWhy Work at Miracle Mile Advisors?Competitive compensation401(k) Plan with Employer matchingEmployer health savings accountMedical & vision insuranceContinuing education supportInvestment in employee developmentSalary range: $80,000-$100,000This role is an in-office, full-time position in our Sausalito office with occasional remote work flexibility.

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