Investment Operations & Onboarding Specialist (Angol)

Investment Operations Specialist

Meridial Marketplace, by Invisible is seeking an Investment Operations Specialist to support various processes that enhance the onboarding experience for clients.

This role involves collaborating with internal stakeholders and ensuring the successful transition of plans onto the client's platform.

The idóneo 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.