Client Service Specialist; NY

MIO’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.

• 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, and reports to investors and third parties upon request

• 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.

Base salary range: $90,000—$90,000 USD

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.

MIO Partners, Inc. (MIO) is an equal opportunity employer. MIO will consider all applicants regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, or disability status.