Client Operations Analyst

ZipRecruiter; Manchester; Hybrid; GBP 35,000; Full time

Job summary

A leading recruitment consultancy is seeking a Client Operations Analyst in Manchester. This role focuses on improving client onboarding and market activation processes, requiring strong organisational skills and proficiency in MS Excel. Candidates should have experience in financial services and be fluent in English. This position offers a salary of £35,000 per annum and operates in a hybrid model.

Qualifications

• Experience in financial services is required.
• Ability to manage multiple high-volume tasks efficiently.
• Flexibility to work both autonomously and as part of a team.

Responsibilities

• Handle client instructions, projects, and queries.
• Collaborate with internal stakeholders for account setups.
• Educate clients about requirements and regulations.
• Assist with account setup and maintenance.
• Conduct regular reviews of outstanding client requests.

Skills

Exceptional organisation

Attention to detail

Strong client service abilities

Fluent in English (minimum B2)

Strong digital skills, including MS Excel

Job description

Overview

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, beliefs, 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\u2019s 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 life cycle 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\u2019ll 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.

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.

How to Apply

To apply for this opportunity, please apply with an up-to-date CV.

Please note that if you haven\u2019t 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.