Freelance Conversions Operations Specialist

Meridial; Malaysia; On-site; MYR 165,494 - 248,241; Part time

Job summary

Meridial is seeking a Conversions Operations Specialist for a freelance project based in Malaysia. This role is crucial in supporting various processes to facilitate conversion plans for our client’s platform.

The ideal candidate will have an understanding of mutual funds and possess strong organizational skills, with the ability to effectively collaborate with internal teams and manage client expectations. Experience with CRM tools is preferred. Working hours are aligned with US Eastern Time.

Qualifications

• Optimistic, flexible, creative, team-oriented, results-driven.
• Strong understanding of mutual funds, stable value funds, and ETFs.
• Aptitude for numbers and understanding of cash reconciliations.

Responsibilities

• Review and record cash and in-kind asset transfers.
• Coordinate with teams to transition new plans.
• Maintain client data within CRM systems.

Skills

Team-oriented

Analytical problem-solving

Attention to detail

Project management

Tools

Google Workspace

Salesforce

Jira

Job description

Meridial is seeking a Conversions Operations Specialist for a freelance project based in Malaysia. This role is crucial in supporting various processes to facilitate conversion plans for our client’s platform.

The ideal candidate will have an understanding of mutual funds and possess strong organizational skills, with the ability to effectively collaborate with internal teams and manage client expectations. Experience with CRM tools is preferred. Working hours are aligned with US Eastern Time.