Custody Ops & Onboarding Specialist (Freelance)

Meridial; Philippines; Hybrid; PHP 334,800 - 502,200; Part time

Job summary

Meridial is seeking a Custody Operations Specialist based in the Philippines. The role is crucial for supporting onboarding processes on our client’s platform by collaborating with internal stakeholders to ensure a seamless experience.

The ideal candidate is optimistic and results-driven, with a solid understanding of mutual funds and a strong aptitude for numbers. Experience with CRM tools is essential for success in this role.

Qualifications

• Good understanding of how mutual funds and ETFs trade and settle.
• Strong aptitude for numbers and reconciliations.
• Ability to prioritize tasks and manage client expectations.

Responsibilities

• Review and record cash and asset transfers.
• Coordinate new plans onto the client’s platform.
• Update and maintain client data within CRM systems.

Skills

Collaboration with stakeholders

Understanding of mutual funds

Analytical problem-solving

Proficiency with CRM tools

Organizational skills

Tools

Google Workspace

Salesforce

Jira

Job description

Meridial is seeking a Custody Operations Specialist based in the Philippines. The role is crucial for supporting onboarding processes on our client’s platform by collaborating with internal stakeholders to ensure a seamless experience.

The ideal candidate is optimistic and results-driven, with a solid understanding of mutual funds and a strong aptitude for numbers. Experience with CRM tools is essential for success in this role.