Description
The Conversions Operations Specialist supports clients by facilitating conversion plans onto their platform. Key responsibilities include reviewing and recording asset transfers, settling trades for various fund types, performing reconciliations, coordinating transitions and liquidations, updating client data in CRM systems, ensuring timely collaborations, and assisting with procedure development. The ideal candidate is optimistic, flexible, creative, team-oriented, results-driven, collaborative, understands financial instruments like mutual funds, stable value funds, and ETFs, possesses strong numerical aptitude, has an affinity for continuous learning, is proactive and analytical, organized, dependable, and capable of prioritizing tasks and managing client expectations.
