Conversions Ops Specialist – Onboarding & Asset Transfers
Job in
Manila, Daggett County, Utah, 84046, USA
Listed on 2026-06-08
Listing for:
Meridial
Full Time
position Listed on 2026-06-08
Job specializations:
-
Business
Job Description & How to Apply Below
Meridial is seeking a Conversions Operations Specialist for a freelance project based in the US. This role is pivotal in supporting various conversion processes and enhancing the onboarding experience for clients. Responsibilities include reconciling assets, coordinating with implementation managers, and updating client data within CRM systems.
The ideal candidate is proactive, detail-oriented, and experienced in collaboration tools. Knowledge of mutual funds and related financial instruments is essential.
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