Investment Operations Specialist — Onboarding & Fund Ops

Meridial; Malaysia; On-site; MYR 28,213 - 40,182; Part time

Job summary

Meridial is seeking an Investment Operations Specialist for a freelance project based in Malaysia. This role is crucial for facilitating fund onboarding and supporting processes that enhance the client experience on our platform.

The ideal candidate will collaborate across various teams, ensuring the smooth transition of plans while maintaining exceptional service standards. Knowledge of mutual funds and CRM tools will be beneficial.

Work hours align with US Eastern Time at a competitive rate of $6 per hour.

Qualifications

• Understanding of mutual funds and ETFs.
• Experience with CRM tools is a plus.
• Strong organizational skills.

Responsibilities

• Coordinate with implementation teams for client onboarding.
• Review fund lineups for issues.
• Maintain client data in CRM systems.

Skills

Collaboration

Problem-solving

Organization

Communication

Tools

Google Workspace

Salesforce

Slack

Jira

Zendesk

Job description

Meridial is seeking an Investment Operations Specialist for a freelance project based in Malaysia. This role is crucial for facilitating fund onboarding and supporting processes that enhance the client experience on our platform.

The ideal candidate will collaborate across various teams, ensuring the smooth transition of plans while maintaining exceptional service standards. Knowledge of mutual funds and CRM tools will be beneficial.

Work hours align with US Eastern Time at a competitive rate of $6 per hour.