Conversions Operations Specialist — Onboarding & Settlements

Meridial; Philippines; On-site; PHP 2,759,043 - 3,985,285; Part time

Job summary

Meridial is seeking a Conversions Operations Specialist for a freelance project based in the Philippines. This role is pivotal in supporting various processes that enhance the onboarding experience for clients.

The ideal candidate will collaborate cross-functionally, manage client expectations, and ensure operational efficiency while handling asset transfers and reconciliations.

Hours are aligned with US Eastern Time (7:30 am – 4:30 pm).

Qualifications

• Strong collaborative skills with internal and external stakeholders.
• Proficiency in mutual funds, stable value funds, and ETFs trading.
• Aptitude for cash and securities reconciliations.
• High degree of organization and dependability.

Responsibilities

• Review and record cash and in-kind asset transfers.
• Coordinate with Implementation Managers and Investment teams.
• Update and maintain client data within CRM systems.

Skills

Team-oriented

Results-driven

Analytical skills

Organizational skills

Tools

Google Workspace

Salesforce

Jira

Job description

Meridial is seeking a Conversions Operations Specialist for a freelance project based in the Philippines. This role is pivotal in supporting various processes that enhance the onboarding experience for clients.

The ideal candidate will collaborate cross-functionally, manage client expectations, and ensure operational efficiency while handling asset transfers and reconciliations.

Hours are aligned with US Eastern Time (7:30 am – 4:30 pm).