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Freelance Investment Ops Specialist: Onboarding & Funds

Company

Meridial Marketplace, by Invisible

Location

, , malaysia, Malaysia

Type

Full-time

A leading financial services platform in Malaysia is seeking an Investment Operations Specialist for a freelance project. This role involves reviewing fund lineups, managing client data in CRM systems, and ensuring successful onboarding experiences. The ideal candidate is entry-level with strong collaborative and analytical skills, and a good understanding of mutual funds and ETFs. A flexible and results-driven approach is needed, along with experience in tools like Google Workspace and Salesforce. Join us to enhance the client onboarding process.
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