Freelance Investment Operations & Onboarding Specialist

Meridial; Philippines; On-site; PHP 418,094 - 595,467; Part time

Job summary

Meridial in the Philippines is seeking an Investment Operations Specialist for a freelance project. The role involves supporting processes that facilitate client onboarding and enhancing the experience for plan sponsors. You will work closely across teams to ensure successful transitions and exceptional service.

The ideal candidate will be results-driven, proactive, and possess a good understanding of mutual funds and related financial products. This position offers flexible hours aligned with US Eastern Time.

Qualifications

• Optimistic, flexible, and able to collaborate with stakeholders.
• Understanding of mutual funds and ETFs trading.
• Proactive and analytical, capable of problem-solving.

Responsibilities

• Review and resolve issues with fund lineups.
• Prepare Fund Applications with client information.
• Coordinate transition of plans onto the client’s platform.
• Maintain client data within CRM systems.
• Collaborate with teams to meet timelines.
• Support creation of operating procedures.

Skills

Team-oriented

Results-driven

Problem-solving

High organization

Effective communication

Tools

Salesforce

Google Workspace

Slack

Jira

Zendesk

Job description

Meridial in the Philippines is seeking an Investment Operations Specialist for a freelance project. The role involves supporting processes that facilitate client onboarding and enhancing the experience for plan sponsors. You will work closely across teams to ensure successful transitions and exceptional service.

The ideal candidate will be results-driven, proactive, and possess a good understanding of mutual funds and related financial products. This position offers flexible hours aligned with US Eastern Time.