About this role
Client Service Specialist (NY) at MIO Partners. Location: New York, New York, United States. Role: review offerings, liaise with advisory, assist counsel Requirements: Bachelor’s degree; Active SIE, Series 66 and Series 7 licenses; 3-5 years client service/financial operations; strong client-first service orientation; Excel proficiency; strong communication and problem-solving skills. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Excel Certifications: sie, series 66, series 7 Commitment: Full Time Workplace: Onsite Languages: English