PositionsMIO's Client Service team is seeking a highly motivated Client Service Specialist (CSS) to join our global team based in New York, NY. This is a client-facing role that entails providing investor relations support to McKinsey U.S. taxpayer Partners and their immediate family members. The CSS will report to MIO's Director of Client Service who is based in New York.
Primary Responsibilities The CSS will share responsibility for the administration of the offering process for MIO's hedge fund, through which Partners can invest in or redeem from, and for responding to general inquiries from Partners and third parties.
- Review offering-related material from investors and assist with completion of required forms
- Liaise with MIO Advisory team on investor suitability
- Assist MIO counsel with review of entity formation documents to determine eligibility
- Review and track required compliance documents
- Work with the finance team and administrators to ensure transactions are processed efficiently for the investor
- Engage closely with IT team on development of investor-facing applications
- Send statements/custom letters/reports to investors and third parties upon request
Desired Background- Bachelor's degree
- Active SIE, Series 66 and Series 7 licenses required
- 3-5 years of relevant work experience in client service, financial operations, or a similar client-facing role
- High service-orientation with a client-first approach
- Strong organizational and project management skills, managing competing priorities efficiently
- Proficiency in Microsoft Excel for data tracking and reporting
- Effective written and verbal communication, presenting complex information clearly
- Applies critical thinking and problem-solving skills for operational challenges
- Maintains integrity and discretion with sensitive financial matters
- Experience with complex products (such as private markets, hedge funds, or investment products) is preferred
- Natural intellectual curiosity and an interest in finance and investor relations
Applicants must be authorized to work in the U.S. without the need for employer-sponsored work authorization, now or in the future.Certain US states require MIO Partners, Inc. to include a reasonable estimate of the salary range for this role. Actual salaries may vary and may be above or below the range based on various factors, including, but not limited to an individual's assigned office location, experience, and expertise. Certain roles are also eligible for bonuses, subject to MIO's discretion and based on factors such as individual and/or organizational performance. Additionally, MIO offers a comprehensive benefits package, including medical, dental and vision coverage, telemedicine services, life, accident and disability insurance, parental leave and family planning benefits, caregiving resources, a generous retirement program, financial guidance, and paid time off.
Base salary range
$90,000-$90,000 USD
