Position Overview
A professional services firm is seeking a Conversions Operations Specialist to support processes that enhance client onboarding experiences. The role involves reviewing asset transfers, coordinating with internal teams, and ensuring accurate data management. Ideal candidates are optimistic, analytical, and possess a strong understanding of mutual funds and reconciliations. Experience with collaboration tools and project management is a plus. This position operates on US Eastern Time (7:30am - 4:30pm).
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