Client Service Specialist (NY)

Primary Responsibilities

• Review offering-related material from investors and assist with completion of required forms
• Liaise with MIO Advisory team on investor suitability
• Affiliate with 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

Qualifications

• Authorized to work in the U.S. without the need for employer-sponsored work authorization
• Base salary range: $90,000 - $105,000 USD
• 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

Benefits

• 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

Schedule

Not specified

Pay

Base salary range: $90,000 - $105,000 USD

Skills

• 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

Requirements

• 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