Client Onboarding (Renca)

Meridial Marketplace, by Invisible is looking for an Investment Operations Specialist based in Renca, Chile. This position focuses on enhancing the onboarding experience for clients through effective collaboration with internal teams and successful plan transitions onto client platforms.

Responsibilities

• Enhance the onboarding experience for clients.
• Collaborate with internal teams and manage successful plan transitions onto client platforms.

Qualifications

• Strong understanding of financial instruments such as mutual funds and ETFs.
• Proactive and analytical mindset.
• Excellent expectation management skills.