SENIOR CLIENT SERVICE ASSOCIATE SAUSALITO, LOS ANGELES, SEATTLE

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 Sausalito, Los Angeles, and Seattle office. This associate will play a crucial role in ensuring smooth daily operations, supporting various aspects of the client relationship while maintaining high standards of service. Successful candidates for this position will be able to thrive on a high-volume team with competing deadlines, while maintaining a strong attention to detail.

Please note, while this role will require client interaction, it will be more operationally inclined. A great role for someone who is process-driven and task-oriented.

Job Responsibilities

• Provide operational and administrative support to advisory teams in their daily business practices.
• Own account maintenance items for new and existing clients, including collecting client-specific information, prepping and obtaining appropriate documentation, and facilitating accurate and timely processing with our custodians.
• Communicate with clients as needed to verify instructions, next steps, and timelines.
• Work cross-functionally with investment and accounting teams to ensure clients’ needs are being met.
• Gather, input, and maintain key client information in our CRM and reporting systems.
• Follow internal and external procedures to adhere to regulatory requirements, maintaining accurate client records and documentation.

Qualifications

• Bachelor’s degree, business-related preferred.
• 4+ years of experience in operations or administration within the financial services industry.
• Familiarity with our custodians, Schwab and Fidelity, and Salesforce a plus.
• Time management and organizational skills with an emphasis on managing multiple responsibilities and adapting to changing priorities.
• Proactive attitude with a willingness to learn and desire to streamline and enhance processes.

Why Work at Miracle Mile Advisors?

• Competitive compensation structure
• 401(k) Plan with Employer matching
• Employer health savings account
• Medical & Vision Insurance
• Continuing Education Support
• Salary range: $80,000-$100,000

This role is an in-office and full-time position in the office with flexibility for remote work under certain one-off circumstances.