What are the responsibilities and job description for the Client Service Specialist (Munich) position at MIO Partners?
Position
MIO’s Client Service team is seeking a highly motivated Client Service Specialist to join our global team based in Munich, Germany. This is a client-facing role that entails providing investor relations support to MIO’s global clients which include McKinsey Partners and immediate family members. Further, the role entails investment operations support for MIO’s non-U.S. investment products and supporting internal project management. The CS Specialist will report to the Client Service Manager who is based in Munich, Germany.
Primary responsibilities
Investment Offering Support and General Investor Relations
The CSS will share responsibility for the administration of the offering process for MIO’s hedge fund and private market funds and for responding to general inquiries from Partners and third parties. Tasks may include:
- Review offering-related material from investors and assist with completion of required forms
- Liaise with MIO Advisory team on investor suitability and with MIO Compliance on investor eligibility, particularly for entity investors
- Review and maintain investor account compliance, coordinating with clients, administrators, and MIO Compliance, while maintaining MIO’s client database
- Liaise with MIO Finance team and third parties to ensure investor transactions are processed efficiently
- Answer investor questions regarding balances, transactions, fund performance, or other MIO fund-related inquiries
Investment Operations & Project Management
The Client Service Specialist will support the team with the administration and investment operations around MIO’s Non-U.S. investment (“feeder”) products and with internal project management, such as:
- Support with asset allocation and cash management for investor accounts for a Luxembourg Securitization vehicle
- Support transaction and order process with custodian banks and product issuers
- Support with NAV calculation process
- Liaise with MIO Finance and external third parties for transaction and balance reconciliation
- Engage closely with IT team on development of investor-facing and internal Client Service applications
Desired background and skills
- A minimum of 2-4 years of work experience in client service, investor relations, or similar client-facing role
- Good project management skills for planning and driving internal projects
- An undergraduate degree or finance/banking/accounting apprenticeship
- Strong computer skills, particularly skilled in Microsoft Excel
- A basic understanding of investments and financial markets
- Natural intellectual curiosity and an interest in finance and investor relations
- Business fluent in German and English, other languages are a bonus
The successful candidate will
- Possess an extremely high service-orientation, be detail oriented, and very organized
- Show strong skills in critical thinking, problem solving, and effective communication
- Have integrity, discretion, and maturity when working with sensitive financial matters
- Be a team player who places the interests of the organization and clients first and is accustomed to multitasking in a readily changing environment while being sensitive to time constraints and resource availability
Salary : $58,600 - $74,200
