Client Onboarding & Investment Operations Specialist

Meridial Marketplace, by Invisible is looking for an Investment Operations Specialist to enhance the onboarding experience for clients. This role requires collaboration with internal teams to ensure smooth transitions of financial plans onto client platforms.

The ideal candidate should have a proactive and analytical mindset, with strong knowledge of financial instruments, especially mutual funds and ETFs. Effective expectation management and versatility are essential for success in this position.