Client Service Associate
Sausalito, CA, United States
Job 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
• Own account maintenance for new and existing clients, including collecting client-specific information, prepping and obtaining appropriate documentation, communicating with custodians and complying with regulatory requirements
• Execute money transfers, help facilitate trades and perform ad hoc client requests
• Work cross-functionally with investment, accounting and operational departments to ensure clients’ needs are being met
• Generate and substantiate reports for meetings
• Gather, input, and maintain key client information in the CRM (Salesforce)
Competencies
• Time management and organizational skills with an emphasis on managing multiple responsibilities and adapting to changing priorities
• Exceptional listening, written and verbal communication skills
• Demonstrated outstanding client service and interpersonal skills
Education/Experience
• Bachelor’s degree, business-related preferred
• 0-2 years of client service or administrative experience in the financial services industry
• Experience using Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and/or Google Workspace (Gmail, Drive, Docs, Sheets, Slides), Salesforce experience a plus 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