Investment Operations & Onboarding Specialist (Macul)

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.