Client Onboarding & Investment Ops Specialist

Meridial Marketplace, by Invisible is looking for an Investment Operations Specialist to enhance the onboarding experience for clients. The ideal candidate will collaborate with internal stakeholders to transition plans seamlessly onto the client's platform.

Strong analytical skills and an understanding of financial instruments like mutual funds and ETFs are crucial for success in this role. Flexibility and proactive management of expectations are also key attributes sought in the candidate.