Onboarding & Conversions Operations Specialist

A dynamic financial services firm seeks a Conversions Operations Specialist to enhance client onboarding experiences. This role involves reviewing asset transfers, coordinating with various teams, and ensuring timelines are met. Ideal candidates should possess strong problem-solving skills, be results-driven, and have experience with collaboration tools like Salesforce and Google Workspace. A solid understanding of mutual funds, ETFs, and reconciliation processes is essential. #J-18808-Ljbffr