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Careers
Client Service Specialist (Madrid)
Location
Madrid, Spain
Function
Client Service
Interested in this position?

Position

MIO’s Client Service team is seeking a highly motivated Client Service Specialist to join our global team based in Madrid, Spain. This is a client-facing role that entails providing investor relations support to MIO’s global McKinsey Partners and immediate family members as well as investment operations support for MIO’s non-U.S. investment products. 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 equity investments 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
  • Engage closely with IT team on development of investor-facing applications
  • Assist with MIO website support e.g., requests for access or contact updates

Investment Operations
The Client Service Specialist will support the team with the administration and investment operations around MIO’s Non-U.S. investment (“feeder”) products, such as:

  • Support with asset allocation and cash management for investor accounts across multiple life insurance products
  • Support transaction and order process with custodian banks and product issuers
  • Support with NAV calculation process for MIO’s feeder products
  • Maintain product website
  • Liaise with MIO Finance and external third parties for transaction and balance reconciliation

 

Desired Background

  • A minimum of 2-4 years of work experience in client service, investor relations, or similar client-facing role
  • 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 English, other languages are encouraged

The successful candidate will

• Possess an extremely high service-orientation, be detail oriented, and very organized with strong follow-up skills • 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
MIO is an equal opportunity employer. All applicants will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.

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