Client Service Specialist

Position & primary responsibilities

MIO’s Client Service team is seeking a highly motivated Client Service Specialist (CSS) to join our global team based in Atlanta, Georgia. This client-facing role 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.

The CSS will share responsibility for administering the offering process for MIO’s hedge fund, through which Partners can invest in or redeem, 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 the development of investor-facing applications
• Send statements/customer letters/reports to investors and third parties upon request

Desired background

• Bachelor’s degree
• 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 organization 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
• Applied 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 relation