Custody Ops Specialist: Onboarding & Settlement (Freelance)

Meridial; Chile; Híbrido; CLP 36.563.071 - 54.844.606; A tiempo parcial

Descripción de la vacante

Meridial is seeking a Custody Operations Specialist in Chile to support onboarding processes and provide exceptional service to plan sponsors. The ideal candidate will collaborate with various internal teams to enhance the onboarding experience and ensure that cash asset transfers are accurately recorded.

Responsibilities include reconciling invested assets, coordinating with implementation managers, and maintaining data within CRM systems. A solid understanding of mutual funds and ETFs is required, along with strong analytical and organizational skills.

Formación

• Strong understanding of cash and securities reconciliations.
• Good familiarity with mutual funds, ETFs, and their trading processes.
• Ability to prioritize tasks and manage expectations.

Responsabilidades

• Review and record cash and in-kind asset transfers.
• Perform reconciliations of invested assets and cash.
• Coordinate with Implementation Managers for transitions onto the platform.
• Maintain and review client data within CRM systems.

Conocimientos

Team-oriented collaboration

Understanding of mutual funds and ETFs

Analytical problem-solving

Proficiency with CRM tools

Herramientas

Google Workspace

Slack

Salesforce

Zendesk

Jira

Descripción del empleo

Meridial is seeking a Custody Operations Specialist in Chile to support onboarding processes and provide exceptional service to plan sponsors. The ideal candidate will collaborate with various internal teams to enhance the onboarding experience and ensure that cash asset transfers are accurately recorded.

Responsibilities include reconciling invested assets, coordinating with implementation managers, and maintaining data within CRM systems. A solid understanding of mutual funds and ETFs is required, along with strong analytical and organizational skills.