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Client service associate

Miracle Mile Advisors

This is a Full-time position in Los Angeles, CA posted December 17, 2019.

A Unique Opportunity at Miracle Mile Advisors – a fun, fast growing, investment firm with an award-winning culture Miracle Mile Advisors is an independent, nationally ranked investment advisory firm based in West Los Angeles.

We specialize in providing sophisticated financial planning and investment advice to high net worth families and love what we do.

Miracle Mile has received numerous awards and been regularly featured in Forbes, Barron’s, CNBC etc.

As the firm rapidly expands, we have some amazing career opportunities for self-motivated, team-oriented professionals.

We were named Best Places to Work by Los Angeles Business Journal, Investment News, and Inc.

for a reason! We are currently looking for an experienced Client Service Associate to join our dynamic team. As a CSA, you will be provided with the opportunity to be a part of one of the fastest growing firms in the wealth management industry, direct interaction with senior advisors and clients, and an intellectually curious work environment.Key responsibilities of this role will include:
• Business development coordination & email campaign management
• Assist in preparing account opening documentation and other necessary forms 
• Manage team calendar including confirming meetings and update CRM system as needed
• Assist in the preparation of reports and materials for client meetings
• Customize marketing materials for individual clients and prospects
• Provide support to senior advisors on a variety of special projectsDesired Skills and Experience:
• Bachelor’s Degree
• Series 65 and CA Life Insurance license preferred although not required
• At least 2 years of experience in client service role in a team environment
• A self-motivator who is comfortable in an entrepreneurial environment 
• A strong ability to communicate effectively through email and on the phone
• Highly motivated, detailed oriented, and a great attitude!Why Work at Miracle Mile Advisors? 
• We are a fast growing, employee owned firm with incredibly talented people, an authentic culture, and a fast-growing business
• Miracle Mile has a proven track record and we are just getting started, this is still the ground floor!
• Our world class culture is our top priority, offering perks such as:o Monthly fitness classeso Regular internal and networking eventso A fully stocked kitcheno Nitro cold brew & kombucha on tapo Standing desks, yoga ball chairs, hover boards etc.!
• We built our firm to put our client’s best interest first and always.

Our advisors and professionals are committed to providing thoughtful, independent advice to clients ranging from $1M $100+M
• In addition to being part of a fast-paced, entrepreneurial environment, Miracle Mile provides the following benefits:o Competitive compensation structureo 401(k) Plano Employer health savings accounto Medical & vision insuranceo Continuing 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 come to work on Monday morning.If you like what you hear, please apply here or submit your resume to

We look forward to hearing from you!