At a Glance
- Tasks: Enhance client experience through onboarding and market activation processes.
- Company: Leading global asset management and banking firm with a focus on innovation.
- Benefits: Competitive salary, inclusive culture, and opportunities for personal growth.
- Other info: Flexible hybrid work environment with a focus on employee empowerment.
- Why this job: Join a dynamic team and make a real impact in the financial services sector.
- Qualifications: Strong organisational skills, attention to detail, and excellent communication abilities.
The predicted salary is between 28000 - 42000 £ per year.
Job Title: Client Operations Analyst
Duration: 9 months
Location: Manchester/Hybrid (four days per week in the office)
Salary:£35000 per annum
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.
Our client is a leading global asset management and banking firm, known for driving innovation and serving an impressive roster of customers, including 97% of the world’s top banks. They are now seeking a dedicated Client Operations Analyst to join their dynamic EMEA Global Client Activation team!
Why This Role Matters:
As a Client Operations Analyst, you will play a crucial role in enhancing the client experience through effective onboarding and market activation processes. You will work closely with a talented team in Manchester, supporting clients and investment managers by ensuring timely and accurate account and market setups.
What You’ll Do:
- Influence Client Experience: Handle client instructions, projects, and queries with precision and timeliness.
- Build Relationships: Collaborate with internal stakeholders to facilitate smooth account setups and investment lifecycle activities.
- Guide Clients: Educate clients about requirements and regulations, simplifying complex investment processes.
- Ensure Accuracy: Interpret client instructions and assist with account setup and maintenance on proprietary systems.
- Monitor Activities: Conduct regular reviews of outstanding client requests, adhering to service level agreements.
To Excel in This Role, You’ll Need:
- Proven Skills: Exceptional organisation, attention to detail, and strong client service abilities.
- Proactive Mindset: A willingness to take initiative and adapt to changing circumstances.
- Communication: Fluent in English (minimum B2 level), with excellent written and verbal communication skills.
- Technical Proficiency: Strong digital skills, including proficiency in MS Excel.
Preferred Qualifications:
- Experience in financial services.
- Ability to manage multiple high-volume tasks efficiently.
- Flexibility to work both autonomously and as part of a team.
About Us:
Our client fosters a culture that empowers employees to grow, innovate, and embrace their individuality. With a rich history and a commitment to client service, they provide an environment where you can thrive.
If you’re ready to make an impact and contribute to a successful team, we want to hear from you!
Apply today and take the next step in your career with our client. Together, let’s shape the future of banking!
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.
Customer Service Officer in Stockport employer: Pontoon Solutions
At our client, a leading global asset management and banking firm based in Manchester, employees are valued for their unique contributions within an inclusive and dynamic work culture. The company prioritises professional growth, offering ample opportunities for development while fostering innovation and collaboration among teams. With a commitment to enhancing the client experience, this role not only provides meaningful work but also positions you at the forefront of the financial services industry.
StudySmarter Expert Advice🤫
We think this is how you could land Customer Service Officer in Stockport
✨Join Financial Networking Events
Jump into local finance meetups and conferences — they’re a goldmine for temporary roles in banking and financial services. You can chat with industry professionals and even get leads on upcoming opportunities that might not be posted online yet.
✨Utilise Temp Agencies Specialised in Finance
Reach out to temp agencies that focus on the banking sector. They often have strong ties with various firms and can help you secure short-term gigs that can help beef up your CV and get your foot in the door at firms like Pontoon Solutions.
✨Connect with Alumni from Your Uni
Don't underestimate the power of your university’s alumni network. Many former students are working in banking and can help you find temporary roles or even offer mentorship. Reach out directly or attend alumni events to broaden your circle.
✨Stay Active on Job Boards and Company Websites
Keep your eyes peeled on job boards specifically for finance roles. Companies like Pontoon Solutions might post temporary positions directly on their sites, so make sure to apply there too. Set alerts to catch those roles the moment they go live!
We think you need these skills to ace Customer Service Officer in Stockport
Some tips for your application 🫡
Show Off Your Academic Achievements:In banking and financial services, your academic record can really make you stand out. List relevant grades, certifications, or coursework on your CV, especially if you've taken finance-related modules. This is particularly important for a temporary role where qualifications can help you shine even brighter!
Highlight Relevant Experience:If you’ve done any internships, part-time roles, or even coursework that aligns with banking or finance, make sure you include those! Showcase specific tasks where you used quantitative skills or analytical thinking, as this is what the hiring managers at Pontoon Solutions will be keen to see in your application.
Tailor Your Cover Letter Purposefully:When writing your cover letter, focus on why you’re interested in a temporary position at Pontoon Solutions. Let them know how you can quickly adapt to the team's needs and how eager you are to learn the ropes of the banking sector during this short stint. Your motivation and enthusiasm could really set you apart!
Be Prepared with References:For temporary roles, references can play a crucial role in your application. Make sure you’ve got a couple of references lined up who can vouch for your skills and work ethic. This helps to give Pontoon Solutions confidence in your short-term commitment to the role.
How to prepare for a job interview at Pontoon Solutions
✨Brush Up on Financial Regulations
Since this is a role in banking and financial services, be ready to discuss key regulations like MiFID, Basel III, or GDPR. These are hot topics, and your awareness of how they impact daily operations can give you a significant edge during your interview with Pontoon Solutions.
✨Showcase Your Analytical Skills
Prepare for interview questions that assess your analytical abilities. You might need to tackle hypothetical scenarios involving risk assessment or financial forecasting. Bringing examples of relevant projects or coursework can emphasise your practical understanding of these concepts.
✨Highlight Flexibility and Adaptability
For a temporary role, showing that you can quickly pick up new processes and tools is crucial. Be ready to discuss previous experiences where you had to adapt to changing requirements or tight deadlines, as this will reassure Pontoon Solutions that you’re a reliable team player.
✨Demonstrate a Willingness to Learn
In a temporary position, leaning into your eagerness to learn can really set you apart. Be prepared to share how you’re staying updated on industry trends or any additional training you've pursued. Employers appreciate candidates who are proactive about their development—even for short-term roles.
