Custody Operations Specialist
Meridial Marketplace
Posted
3 weeks ago
Philippines
Remote
USD 8K
Mid Level
Freelance
Sema Summary
The Custody Operations Specialist supports processes for onboarding clients to the platform. This role requires collaboration with internal teams to ensure smooth transitions and exceptional service.
About Company
Meridial Marketplace is an AI training and scaling partner for leading model providers and enterprises, focusing on bridging the gap between AI potential and production.
Core Requirements
- Bachelor's degree in finance or related field
- Experience with mutual funds and ETFs
- Strong analytical skills
- Proficiency in CRM tools
- Ability to manage client expectations
Responsibilities
- Review and record asset transfers
- Work with sub-custodians to settle trades
- Perform reconciliations of assets and cash
- Coordinate with Implementation Managers
- Update client data in CRM systems
- Support creation of operating procedures
- Ensure collaboration with internal teams
Must Have skills
Job Keywords
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