Client Service Associate

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