Miracle Mile Advisors
Senior Client Service Associate
Miracle Mile Advisors, Seattle, Washington, us, 98127
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 and we love what we do. Our firm has received numerous awards and we are featured in Forbes, Barron’s, CNBC, and other top media outlets. We have also been named a Best Place to Work by Investment News and Inc. Magazine multiple years in a row. As the firm rapidly expands, we have some amazing career opportunities for self-motivated, team-oriented professionals.Miracle Mile Advisors (“MMA”) is seeking a full-time
Senior Client Service Associate
to join our Client Service team in our
Seattle, WA office. This is a mid-level position that is instrumental in supporting advisory teams and an excellent opportunity to develop within the financial services industry while providing upward mobility for multiple career paths. Successful candidates for this position will have strong client service and interpersonal skills and be able to thrive in a team environment with competing deadlines.Job ResponsibilitiesProvide operational and administrative support to Client Advisors in their daily business practicesAct as a key point of contact for client issues and concernsBuild client relationships while delivering white-glove customer serviceOrganize, track and lead team projects; seeing them through to a successful completionWork cross-functionally with investment, accounting and operational departments to ensure clients’ needs are being metManage individual client web portals and educate clients on the relevant capabilities and servicesCoordinate with clients’ outside advisors, including CPAs and Estate Planning Attorneys, to provide holistic serviceOwn account maintenance for new and existing clients, including collecting client-specific information, prepping and obtaining appropriate documentation, communicating with custodians and complying with regulatory requirementsDemonstrated outstanding client service and interpersonal skillsExceptional listening, written and verbal communication skillsTime management and organizational skills with an emphasis on managing multiple responsibilities and adapting to changing prioritiesEducation/Experience4+ years of client service or administrative experience in the financial services industrySeries 65 preferredExperience using Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and/or Google Workspace (Gmail, Drive, Docs, Sheets, Slides), Salesforce experience a plusWhy Work at Miracle Mile Advisors?Competitive compensation structure401(k) Plan with Employer matchingEmployer health savings accountMedical & vision insuranceContinuing education supportMiracle Mile is passionate about our people. We invest a ton of time, energy and resources in our people, and they are genuinely excited to call Miracle Mile home.Salary range: $80,000-$100,000This role is an in-office and full-time position in our Seattle office with flexibility for remote work under certain one-off circumstances.
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Senior Client Service Associate
to join our Client Service team in our
Seattle, WA office. This is a mid-level position that is instrumental in supporting advisory teams and an excellent opportunity to develop within the financial services industry while providing upward mobility for multiple career paths. Successful candidates for this position will have strong client service and interpersonal skills and be able to thrive in a team environment with competing deadlines.Job ResponsibilitiesProvide operational and administrative support to Client Advisors in their daily business practicesAct as a key point of contact for client issues and concernsBuild client relationships while delivering white-glove customer serviceOrganize, track and lead team projects; seeing them through to a successful completionWork cross-functionally with investment, accounting and operational departments to ensure clients’ needs are being metManage individual client web portals and educate clients on the relevant capabilities and servicesCoordinate with clients’ outside advisors, including CPAs and Estate Planning Attorneys, to provide holistic serviceOwn account maintenance for new and existing clients, including collecting client-specific information, prepping and obtaining appropriate documentation, communicating with custodians and complying with regulatory requirementsDemonstrated outstanding client service and interpersonal skillsExceptional listening, written and verbal communication skillsTime management and organizational skills with an emphasis on managing multiple responsibilities and adapting to changing prioritiesEducation/Experience4+ years of client service or administrative experience in the financial services industrySeries 65 preferredExperience using Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and/or Google Workspace (Gmail, Drive, Docs, Sheets, Slides), Salesforce experience a plusWhy Work at Miracle Mile Advisors?Competitive compensation structure401(k) Plan with Employer matchingEmployer health savings accountMedical & vision insuranceContinuing education supportMiracle Mile is passionate about our people. We invest a ton of time, energy and resources in our people, and they are genuinely excited to call Miracle Mile home.Salary range: $80,000-$100,000This role is an in-office and full-time position in our Seattle office with flexibility for remote work under certain one-off circumstances.
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