Investment Operations & Onboarding Specialist (Lo Barnechea)
Meridial Marketplace, by Invisible
Job Description
Investment Operations Specialist
Meridial Marketplace, by Invisible is seeking an Investment Operations Specialist to support various processes that enhance the onboarding experience for clients.
Responsibilities
- Collaborate with internal stakeholders to ensure the successful transition of plans onto the client’s platform.
- Support various processes that enhance the onboarding experience for clients.
Qualifications
- The adecuado candidate is proactive, analytical, and has a strong understanding of financial instruments such as mutual funds and ETFs.
- A flexible approach and the ability to manage expectations are essential for this role.