Conversions & Onboarding Operations Specialist

Meridial; Chile; Presencial; CLP 18.281.535 - 27.422.303; A tiempo parcial

Descripción de la vacante

Meridial is looking for a Conversions Operations Specialist for a freelance project based in Chile. This role is pivotal in streamlining conversion processes and enhancing onboarding experiences for clients. The ideal candidate will demonstrate strong teamwork skills and an aptitude for financial reconciliations.

Responsibilities include managing asset transfers, working with sub-custodians, and supporting the maintenance of client data within CRM systems. Proficiency with collaboration tools and a proactive approach to problem-solving are essential for this role.

Formación

• Optimistic, flexible, creative, team-oriented, results-driven.
• Strong understanding of mutual fund trading and settlement.
• Ability to problem-solve and propose solutions.

Responsabilidades

• Review and record cash and in-kind asset transfers.
• Coordinate with teams to transition new plans onto the platform.
• Update and maintain client data within CRM.
• Perform reconciliations between systems.

Conocimientos

Collaborative teamwork

Financial reconciliation

Problem Solving

Proactive mindset

Organizational skills

Herramientas

Google Workspace

Salesforce

Slack

Zendesk

Jira

Descripción del empleo

Meridial is looking for a Conversions Operations Specialist for a freelance project based in Chile. This role is pivotal in streamlining conversion processes and enhancing onboarding experiences for clients. The ideal candidate will demonstrate strong teamwork skills and an aptitude for financial reconciliations.

Responsibilities include managing asset transfers, working with sub-custodians, and supporting the maintenance of client data within CRM systems. Proficiency with collaboration tools and a proactive approach to problem-solving are essential for this role.