At a Glance
- Tasks: Execute financial transactions and maintain accurate client records in a dynamic banking environment.
- Company: Join a leading firm in Banking Wealth Services with a focus on teamwork and growth.
- Benefits: Competitive pay, potential for permanent role, and opportunities for skill development.
- Other info: Great career progression opportunities and a supportive learning environment.
- Why this job: Be part of a global team and make a real impact in financial operations.
- Qualifications: Interest in finance, strong attention to detail, and good communication skills.
The predicted salary is between 30000 - 42000 £ per year.
The Operations Associate is responsible for delivering high-quality operational processing and support within the Wealth Services platform. This includes validating and executing financial transactions, maintaining accurate client records and transaction data, and performing daily reconciliations. The role involves close collaboration with client relationship managers, internal operations teams, and platform experts to ensure seamless service delivery.
Key Responsibilities
- Execute and validate financial transactions accurately and in a timely manner.
- Maintain up-to-date and precise client records and transaction data.
- Perform daily reconciliations and resolve discrepancies.
- Collaborate with internal stakeholders to support client needs and operational efficiency.
Candidate Profile
- A strong interest in financial operations and a desire to grow within a global team environment.
- An understanding of how operations support investment monitoring, measurement, and processing.
- A willingness to develop skills across various operational functions.
- Openness to career progression through continuous learning and team rotations.
What the Hiring Manager is Looking For
Ideal Background
- Experience in asset transfers, custody, settlements, or similar back-office roles within financial services.
- Broader financial services operations experience will be considered if the candidate demonstrates strong skills and behaviours.
- CREST (UK equities settlement)
- DTC (US securities settlement)
- Origo / Calastone (unit trust/fund transfers)
Relevant Industry Experience
- Wealth Management
- Investment Operations
- Transfer Agency
High attention to detail – accuracy is critical for tax reporting and regulatory compliance. Strong communication skills – both written (email) and verbal (phone), especially when dealing with counterparties and internal teams. Process discipline and risk awareness – must follow procedures precisely. Ability to manage workload effectively and meet deadlines. Comfortable with reconciliation, exception handling, and proactive issue resolution in a semi-automated environment.
Operations Associate in Manchester employer: Pontoon Solutions
At Pontoon Solutions, we pride ourselves on being an excellent employer by fostering a collaborative and inclusive work culture in Gateshead. Our commitment to employee growth is evident through continuous training opportunities and support for career advancement, ensuring that every team member can thrive in their role. Join us to be part of a dynamic environment where your contributions directly impact product strategies and innovation.
StudySmarter Expert Advice🤫
We think this is how you could land Operations Associate in Manchester
✨Tip Number 1
Network like a pro! Reach out to people in the industry, especially those working in operations or wealth management. A friendly chat can lead to insider info about job openings and even referrals.
✨Tip Number 2
Prepare for interviews by brushing up on your financial operations knowledge. Be ready to discuss how you can contribute to accurate transaction processing and client record maintenance. Show us you’re keen to learn and grow!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation and reiterate your interest in the role. It keeps you fresh in their minds.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Operations Associate in Manchester
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Operations Associate role. Highlight any relevant experience in financial operations, asset transfers, or back-office roles to catch our eye!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about financial operations and how you can contribute to our team. Be genuine and let your personality come through.
Showcase Attention to Detail:Since accuracy is key in this role, make sure your application is free from typos and errors. This shows us you understand the importance of precision in financial transactions and client records.
Apply Through Our Website:We encourage you to apply directly through our website for the best chance of getting noticed. It’s the easiest way for us to keep track of your application and ensure it reaches the right people!
How to prepare for a job interview at Pontoon Solutions
✨Know Your Financial Operations
Brush up on your knowledge of financial operations, especially in areas like asset transfers and settlements. Be ready to discuss how your experience aligns with the responsibilities of the Operations Associate role, particularly around validating transactions and maintaining client records.
✨Showcase Your Attention to Detail
Since accuracy is critical in this role, prepare examples that highlight your attention to detail. Think of situations where you successfully managed discrepancies or ensured compliance with procedures, as these will resonate well with the hiring manager.
✨Communicate Effectively
Strong communication skills are a must! Practice articulating your thoughts clearly, both verbally and in writing. You might be asked to explain complex processes, so being able to simplify your explanations will demonstrate your understanding and ability to collaborate with internal teams.
✨Demonstrate Your Willingness to Learn
Express your eagerness to grow within the team and learn about various operational functions. Share any past experiences where you took the initiative to develop new skills or adapt to changes, as this shows you're open to career progression and continuous learning.
