Client 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

Client Operations Analyst

Duration: 12 months
Location: Manchester (four days per week in the office)
Salary: Competitive

Role Overview

We are seeking a highly organised and detail-oriented Client Operations Analyst to join the team. This role is responsible for supporting client onboarding activities through data enrichment, account administration, reconciliation support, and system access management.

The successful candidate will review and process requests, maintain accurate records across multiple systems, support the creation and review of cash, position and market value reports, and ensure all activities are completed within established service level agreements. This is a fast-paced role that requires strong attention to detail, excellent organisational skills, and the ability to manage multiple priorities effectively.

Key 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 and Experience

• Strong attention to detail and commitment to accuracy.


• Strong Excel skills, including the ability to work with large volumes of data.


• Confidence using multiple systems, applications, and databases simultaneously.


• 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.

Experience & Attributes

Successful candidates are likely to demonstrate the following:

• A proactive approach and positive, can-do attitude.


• Willingness and ability to learn new skills and knowledge on the job.


• Adaptability and the ability to learn new processes, systems, and procedures quickly.


• Strong computer literacy and confidence navigating multiple platforms.


• Ability to work within a fast-paced and complex operational environment.


• Previous experience in operations, administration, onboarding, reconciliation, data processing, financial services, or other transferable environments is beneficial but not essential.


• Accountability, reliability, and a commitment to delivering high-quality work.

We welcome applications from candidates with a variety of professional backgrounds. If you have strong organisational skills, attention to detail, and a willingness to learn, we would be happy to hear from you.

Recruitment Support

We are committed to providing an inclusive recruitment process. If you require any reasonable adjustments during the application, assessment, or interview process, please let us know and we will be happy to support you.

Pontoon is an equal opportunities employer and an employment consultancy.

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 use generative AI tools to support our candidate screening process. This helps us ensure a fair, consistent, and efficient experience for all applicants. All final decisions are made by our hiring team, and every application is reviewed with care and consideration.