Client Service Specialist (Atlanta)

United States·Atlantamid

OtherClient Service Specialist

0 views0 saves0 applied

Apply Now

Quick Summary

Overview

MIO Partners Inc. (MIO) is a global, world-class investment and advisory institution with a decades-long track record of performance for our clients through multiple market cycles.

Technical Tools

excelproject-management

MIO Partners Inc. (MIO) is a global, world-class investment and advisory institution with a decades-long track record of performance for our clients through multiple market cycles. Our team of approximately 250 people provides asset management and advisory services to current and former McKinsey employees. We manage more than $20 billion in assets across public and private markets. We are headquartered in New York City, with offices in Atlanta, Georgia; West Palm Beach, Florida; Germany; Hong Kong; Singapore; Spain; and the UK.

We provide objective advice on long-term wealth building and create distinctive investment products that deliver value relative to market-based benchmarks. We operate two core lines of business: (i) our advisory team provides advice, wealth planning, and retirement services to approximately 2500 individual clients, and (ii) our investments business consists of alpha-seeking alternative investment strategies across public and private markets.

A defining characteristic of our business is our perfect alignment with our clients. Our extraordinary mandate as a boutique investment and advisory firm, grounded in a core set of principles, enables us to create unique products and services while keeping our clients’ interests front and center.

Much of our success can be attributed to our insatiable intellectual curiosity. We seek to hire individuals who are passionate about our mission and values, and who always strive toward excellence. We care about fostering a culture of continual improvement, as individuals and as an organization, and are excited to work with individuals who have a similar growth mindset. We are proud to have a culture that promotes the highest ethical standards and investor-focused values, alongside a commitment to diversity and inclusivity and a highly collaborative work environment.

MIO (and related entities) is an independent, indirect, and wholly owned subsidiary of McKinsey & Company.

MIO’s Client Service team is seeking a highly motivated Client Service Specialist (CSS) to join our global team based in Atlanta, GA. 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.

Responsibilities

~1 min read

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

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.

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.

We are committed to protecting your privacy. Please review our Applicant Privacy Policy for a detailed explanation of how we collect, use, and protect your personal information.