Custody Operations & Onboarding Specialist

Meridial; Colombia; Presencial; COP 102.937.139 - 137.249.519; A tiempo parcial

Descripción de la vacante

Meridial is seeking a Custody Operations Specialist in Colombia. This pivotal role involves managing cash and asset transfers while collaborating with internal teams to enhance service delivery.

The ideal candidate will possess strong analytical skills and a deep understanding of mutual funds and ETFs, alongside experience with project management tools like Google Workspace and Salesforce. Join us to support clients in their onboarding processes and operational needs.

Formación

• Strong understanding of mutual funds, stable value funds, and ETFs.
• Ability to problem-solve and propose solutions.
• Demonstrate high degree of organization and dependability.

Responsabilidades

• Review and record cash and in-kind asset transfers.
• Coordinate transitions of new plans onto the client’s platform.
• Ensure collaboration with all internal teams to meet timelines.

Herramientas

Google Workspace

Slack

Salesforce

Zendesk

Jira

Descripción del empleo

Meridial is seeking a Custody Operations Specialist in Colombia. This pivotal role involves managing cash and asset transfers while collaborating with internal teams to enhance service delivery.

The ideal candidate will possess strong analytical skills and a deep understanding of mutual funds and ETFs, alongside experience with project management tools like Google Workspace and Salesforce. Join us to support clients in their onboarding processes and operational needs.