Client Specialist in London

Client Specialist in London

London Full-Time 50400 - 75600 £ / year (est.) No working from home possible
Pontoon Solutions

At a Glance

  • Tasks: Be the go-to person for client inquiries and support in the financial sector.
  • Company: Join a leading banking organisation with a focus on client relationships.
  • Benefits: Competitive salary, hybrid work model, and a supportive team environment.
  • Other info: Opportunity for career growth in an inclusive and diverse workplace.
  • Why this job: Make a real impact by enhancing client experiences in a dynamic role.
  • Qualifications: Experience in client-facing roles within financial services is essential.

The predicted salary is between 50400 - 75600 £ per year.

Job Title: SWAPS Client Services Analyst

Duration: 6 months, potential for extension

Location: London (Hybrid working following training of 2-3 weeks)

Salary: Competitive

Pontoon is an employment consultancy. We put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, and more. We do this by showcasing their talents, skills, and unique experience in an inclusive environment that helps them thrive.

Are you ready to take your career in banking to the next level? Join our dynamic Equity Swaps Trade Support team, where you will play a vital role in providing exceptional service to our clients across the equities division! We are looking for a motivated and detail-oriented SWAPS Client Services Analyst to bring enthusiasm and expertise to our vibrant team.

What You'll Do:

As a SWAPS Client Services Analyst, you'll be at the forefront of our operations, supporting a variety of desks including flow, yield enhancement, and Delta 1 desks. Your responsibilities will include:

  • T+0 Client Swap Allocations: Ensure timely and accurate swap allocations for our clients.
  • Lifecycle Event Management: Perform essential lifecycle events on swaps to maintain seamless operations.
  • Corporate Action Processing: Handle elections and bookings for corporate action events with precision.
  • Client Service: Provide a "Follow the Sun" service for client queries, ensuring satisfaction across all time zones.
  • Dividend Reconciliation: Reconcile single stock and index dividends against hedges to maintain accuracy.
  • Rate & Price Fixings: Process critical rate and price fixings for our clients.
  • Dividend Payments & FX Processing: Manage dividend payments and foreign exchange transactions efficiently.
  • P&L Investigations: Investigate any discrepancies in P&L, ensuring transparency and accuracy in reporting.
  • Operational Controls: Build and maintain robust operational controls for effective risk monitoring.
  • Query Resolution: Tackle queries head-on, providing solutions that enhance client relationships.
  • Process Improvement Projects: Engage in projects that drive enhancements beyond day-to-day tasks, collaborating closely with Technology, Front Office, Operations, and other stakeholders.

Who You Are:

You are a proactive problem-solver with a passion for client service. Your keen attention to detail and analytical mindset will help you excel in this role. If you are enthusiastic about the banking industry and eager to learn and grow, we want to hear from you!

Qualifications:

  • Experience in a client services or trade support role within the banking industry is advantageous.
  • Strong understanding of equity swaps and related products.
  • Excellent communication and interpersonal skills.
  • Ability to work collaboratively in a fast-paced environment.
  • Proficiency in Microsoft Excel and other relevant tools.

Apply Now!

Join us on this exciting journey and help shape the future of client services in the banking industry! Your next great adventure awaits!

How to Apply:

To apply for this opportunity, please apply with an up-to-date CV.

Please note that if you haven't heard from us within 48 hours, your application may not have been successful on this occasion. However, we may keep your details on file for future vacancies and contact you accordingly.

Pontoon is an equal opportunities employer and an employment consultancy.

We use generative AI tools to support our candidate screening process. This helps us ensure a fair, consistent, and efficient experience for all applicants. Rest assured, all final decisions are made by our hiring team, and your application will be reviewed with care and attention.

Client Specialist in London employer: Pontoon Solutions

At Pontoon, we pride ourselves on being an exceptional employer, offering a vibrant work culture that champions inclusivity and diversity. As a Treasury Client Services Representative in London, you will benefit from a hybrid working model, competitive salary, and opportunities for professional growth within the dynamic banking sector. Join us to make a meaningful impact while enjoying a supportive environment that values your unique contributions.

Pontoon Solutions

Contact Details:

Pontoon Solutions Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Client Specialist in London

Tip Number 1

Network like a pro! Reach out to your connections in the financial sector and let them know you're on the hunt for a Client Specialist role. You never know who might have the inside scoop on job openings or can put in a good word for you.

Tip Number 2

Prepare for interviews by researching the company and its services. Understand their client base and be ready to discuss how your experience aligns with their needs. This shows you're genuinely interested and ready to make an impact!

Tip Number 3

Practice your pitch! Be ready to explain why you're the perfect fit for the Treasury Client Services Representative role. Highlight your direct client-facing experience and familiarity with banking products to stand out from the crowd.

Tip Number 4

Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.

We think you need these skills to ace Client Specialist in London

Client-Facing Experience
Financial Services Knowledge
Correspondent Banking
Payments Product Lifecycle Understanding
Data Collection and Reporting
AML/KYC Compliance Knowledge
Problem Resolution Skills

Some tips for your application 🫡

Tailor Your CV:Make sure your CV speaks directly to the role of Treasury Client Services Representative. Highlight your client-facing experience and any relevant skills in financial services. We want to see how you can bring value to our team!

Showcase Your Skills:Don’t just list your previous jobs; explain how your experiences relate to the responsibilities mentioned in the job description. If you've worked with payments or digital solutions, let us know how you made an impact!

Keep It Professional:While we love a friendly tone, ensure your application maintains a professional vibe. Use clear language and avoid jargon unless it’s relevant to the financial sector. We appreciate clarity and conciseness!

Apply Through Our Website:We encourage you to apply through our website for the best chance of being noticed. It helps us keep track of applications and ensures you’re considered for this exciting opportunity. Don’t miss out!

How to prepare for a job interview at Pontoon Solutions

Know Your Client Services Inside Out

Make sure you understand the key responsibilities of a Treasury Client Services Representative. Familiarise yourself with the products and services mentioned in the job description, especially payments and trade. This will help you answer questions confidently and demonstrate your knowledge.

Showcase Your Client-Facing Experience

Prepare examples from your past roles where you've successfully managed client inquiries or resolved issues. Highlight your direct client-facing experience in the financial services sector, as this is crucial for the role. Use the STAR method (Situation, Task, Action, Result) to structure your responses.

Demonstrate Your Problem-Solving Skills

Think of specific instances where you've had to investigate and resolve client issues. Be ready to discuss how you approached these situations, what steps you took, and the outcomes. This will show your potential employer that you can handle the dynamic nature of the role.

Prepare Questions for Them

Interviews are a two-way street! Prepare thoughtful questions about the company culture, team dynamics, and how they measure success in the role. This not only shows your interest but also helps you determine if the company is the right fit for you.