Client Operations Analyst

Job Description

Client Operations Analyst

9 Month Contract

Manchester

Hybrid Working

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.

We are happy to be recruiting for one of our high-profile Banking clients. They are currently looking for a Client Operations Analyst to join them for an initial 9-month contract. However, there may be scope for extension.

About the Team:

The EMEA Global Client Activation (GCA) team, part of our Enterprise Operations Utilities group, is responsible for opening and amending accounts and markets for clients and investment managers across EMEA. The team comprises colleagues in Manchester, Wroclaw, and Brussels, in addition to partners in Singapore and the US. We collaborate with Clients, Investment Managers, Relationship Management, Credit Risk, Contracts, KYC, and many other internal stakeholders throughout onboarding and the trade lifecycle. We play a critical role in the client experience through daily interactions and by ensuring account and market setups are handled accurately and on time.

Overview of the Role:

You will work alongside Client Activation Specialists in Manchester to support account and market activities for our clients. The role offers broad responsibilities and the opportunity to learn and apply knowledge of the investment lifecycle and the products, services, and global markets we offer. The team operates in a regulated environment with clearly defined service level agreements (SLAs).

Role Responsibilities:

• Directly influence the client experience by handling client instructions, projects, and queries to a high standard, with accuracy and timeliness.
• Build effective relationships with internal stakeholders involved in account and market setups and the investment lifecycle (e.g., Relationship Management, Service Directors, Credit, FX, Settlements, Cash, Contracts, KYC).
• Help clients understand requirements, regulations, and complexities of investing in global markets to enable efficient setup to trade.
• Interpret client instructions and assist with initial setup and ongoing maintenance of accounts, ensuring timely and accurate configuration in our proprietary systems.
• Contribute to market activities that impact accounts or market setups (e.g., asset conversions, mergers and acquisitions, name changes, address changes, new fund launches).
• Collaborate with team members in Wroclaw and other locations to execute our global strategy and improve client experience.
• Demonstrate awareness of market and industry events that may impact client activities or account setups.
• Conduct regular reviews of outstanding client requests, ensuring completion in line with SLAs and internal controls.

Essential Skills & Qualifications:

• Proven organisation and prioritisation skills; ability to manage workload to meet tight deadlines.
• Strong attention to detail and accuracy.
• Proactive approach: uses initiative to identify and resolve issues.
• Willingness and dedication to learning; growth mindset.
• Strong client service and stakeholder communication skills.
• Adaptability to change; comfortable in a dynamic, regulated environment.
• Fluent English (minimum B2 level), spoken and written.

Preferred Skills & Qualifications:

• Strong digital and IT skills, including proficiency with MS Excel.
• Ability to understand and navigate complex processes and requirements.
• Experience managing multiple, high-volume tasks.
• Flexibility; comfortable collaborating across time zones and functions.
• Financial services experience (operations, onboarding, or related).
• Ability to work autonomously and as part of a team.

Location:

This is a hybrid working role, with a requirement to work from the clients Manchester office 4 days a week.

Working hours:

Standard working hours with some flex where required.

If you feel that this is a role that would suit you then please apply today.

If you do not hear from us within 48 hours of your application, please assume that you have been unsuccessful on this occasion.

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.

Pontoon Solutions are an equal opportunities company