Compensation
$8/hr
The Conversions Operations Specialist supports conversion plans by collaborating with internal stakeholders to improve the onboarding process and providing excellent service to clients. Key responsibilities include reviewing and recording asset transfers, settling trades, performing reconciliations, coordinating transitions and liquidations, updating client data in CRM systems, ensuring timely completion of projects, and assisting with procedure development.
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Finance and InsuranceCharlotte, NC, US
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