Client Onboarding & Data Operations Analyst

Pontoon; Manchester; Hybrid; GBP 26,000 - 38,000; Full time

Job summary

Pontoon is seeking a Client Operations Analyst to support client onboarding and data enrichment, account administration, reconciliation, and system access management in Manchester. The role prioritises meticulous data processing and accuracy, with four days in the office per week and a busy, detail‑driven environment.

The successful candidate will review requests, maintain records across systems, prepare cash/position/market value reports, and ensure SLAs are met.

Qualifications

• Strong attention to detail and commitment to accuracy.
• Strong Excel skills and ability to work with large data.
• Confidence using multiple systems, applications, and databases.
• Strong organisational and time management skills.
• Ability to prioritise and manage competing workloads effectively.
• Good problem-solving and analytical skills.
• Strong written and verbal communication skills.
• Ability to work accurately while managing competing priorities and meeting deadlines.

Responsibilities

• Review, process, and complete onboarding and enrichment requests in a timely and accurate manner.
• Input, maintain, and validate data across multiple internal systems and applications.
• Create and review cash, position, and market value sheets to support operational processes.
• Gather and analyse information required for market value reconciliations.
• Investigate and elevate discrepancies, exceptions, or data issues to senior team members promptly.
• Ensure team members receive access to required applications and systems.
• Perform peer reviews and quality checks on daily and monthly operational tasks.
• Coordinate with internal stakeholders to obtain information required to complete reconciliations and onboarding activities.
• Monitor and manage a high volume of requests while meeting service level requirements and deadlines.
• Maintain accurate records and ensure all work is completed in accordance with internal procedures and controls.
• Support continuous improvement initiatives by identifying process efficiencies and sharing best practices.

Skills

Attention to detail

Time management

Organizational skills

Multitasking

Problem solving

Communication skills

Data accuracy

Accuracy under pressure

Tools

Excel

Job description

Pontoon is seeking a Client Operations Analyst to support client onboarding and data enrichment, account administration, reconciliation, and system access management in Manchester. The role prioritises meticulous data processing and accuracy, with four days in the office per week and a busy, detail‑driven environment.

The successful candidate will review requests, maintain records across systems, prepare cash/position/market value reports, and ensure SLAs are met.