Conversions & Onboarding Operations Specialist

Meridial; Colombia; Presencial; COP 85.780.949 - 120.093.329; A tiempo parcial

Descripción de la vacante

Meridial is seeking a Conversions Operations Specialist to support processes in onboarding clients to our platform. This role requires collaboration with various internal teams to enhance user experiences and manage cash transfers effectively.

Ideal candidates will possess strong analytical skills, a results-driven approach, and experience with project management tools. The position contributes significantly to maintaining client satisfaction and ensuring smooth transitions of investment plans.

Formación

• Experience in project management and CRM tools like Slack and Zendesk.
• Ability to prioritize tasks and manage client expectations.
• Proactive and analytical mindset essential for problem-solving.

Responsabilidades

• Review and record cash and in-kind asset transfers.
• Coordinate transitions of new plans onto the client's platform.
• Perform reconciliations of invested assets and cash activity.

Conocimientos

Team-oriented collaboration

Understanding of mutual funds

Analytical problem-solving

Strong numerical aptitude

High degree of organization

Herramientas

Salesforce

Google Workspace

Jira

Descripción del empleo

Meridial is seeking a Conversions Operations Specialist to support processes in onboarding clients to our platform. This role requires collaboration with various internal teams to enhance user experiences and manage cash transfers effectively.

Ideal candidates will possess strong analytical skills, a results-driven approach, and experience with project management tools. The position contributes significantly to maintaining client satisfaction and ensuring smooth transitions of investment plans.