Client Onboarding & Investment Ops Specialist
Meridial Marketplace, by Invisible
Job Description
Meridial Marketplace, by Invisible, located in Linares, Chile, is looking for an Investment Operations Specialist. This role involves supporting processes that enhance the onboarding experience for clients, ensuring a smooth transition of financial plans onto the client's platform.
The ideal candidate should possess a strong understanding of financial instruments such as mutual funds and ETFs, and demonstrate a proactive, analytical approach combined with effective expectation management.
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