Investment Operations Specialist — Onboarding & CRM

Invisible Agency is seeking a Freelance Investment Operations Specialist in Puerto Montt, Chile. You will support processes for onboarding clients to the platform, ensuring collaboration with internal stakeholders to enhance the experience.

The ideal candidate will have a good understanding of various funds, strong collaboration skills, and the ability to manage client expectations effectively. Experience with tools like Salesforce and Google Workspace is a plus.