Client Service Specialist (NY)

Client Service Specialist (NY)

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 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

• 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

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.

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