About this role
Client Service Specialist (Atlanta) at MIO Partners. Location: Atlanta, Georgia, United States. Role: Review forms, Liaise with advisory team, Review compliance documents Requirements: Bachelor’s degree; Active SIE, Series 66 and Series 7; 3-5 years client service/financial operations; strong client-first focus; Excel; top communication; experience with complex investment products preferred; US work authorization Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Excel Certifications: sie, series 66, series 7 Commitment: Full Time Workplace: Onsite Languages: English