Client Operations Analyst

Pontoon; Ringway; On-site; GBP 29,000 - 36,000; Full time

Job summary

Pontoon is seeking a Client Operations Analyst for a six‑month, full‑time temporary role based in Manchester. The role sits within the Settlements team and focuses on client trade settlement and efficient processing in a busy financial services environment.

Candidates should have a high school diploma, good MS Office skills, and strong, clear communication. Attention to detail and a flexible, proactive mindset are essential for success in this position.

Qualifications

• High school diploma or equivalent is required.
• Experience in financial services is preferred but not essential.
• Proficiency in MS Office and strong written and verbal communication are needed.
• Attention to detail and a proactive, flexible attitude are essential.

Responsibilities

• Support the timely settlement of client trades and ensure accuracy of tasks.
• Handle incoming phone queries and provide information as needed.
• Resolve pre- and post-settlement issues promptly to maintain smooth processing.
• Engage in transaction processing and reconciliation activities to maintain records.

Skills

Communication skills

Attention to detail

Flexibility

Education

High school diploma

Tools

MS Office

Job description

Job Advertisement: Client Operations Analyst

Annual Salary: £32,500

Location: Manchester

Duration: 6 months (Potential extension)

Work pattern: Full time

Our client, a prominent organisation within the financial services sector, is seeking a dedicated and detail-oriented professional for a Client Processing position within their Settlements team. This temporary opportunity is designed for a duration of six months and requires a full-time commitment, with all work being conducted in the office five days a week.

Key Responsibilities:

The successful candidate will play a pivotal role in facilitating the timely settlement of client trades. Responsibilities will include:

• Ensuring the quality and completion of individual work tasks, which encompass a variety of internal and external stakeholder interactions.
• Handling phone interactions to address queries and provide information as needed.
• Resolving any pre and post-settlement issues promptly to ensure a seamless processing experience.
• Engaging in transaction processing and reconciliation activities to maintain accurate records.

Requirements:

• A high school diploma or an equivalent combination of education and experience is required.
• Previous experience in a financial services environment is preferred but not essential.
• Proficiency in MS Office is necessary, as well as strong communication skills, both written and verbal.
• A keen attention to detail is imperative to ensure accuracy in all aspects of the role.
• Flexibility and a willingness to adopt a hard-working attitude are essential traits for success in this position.

This role presents a unique opportunity for individuals looking to enhance their skills in a dynamic and fast-paced environment. The organisation values individuals who are proactive and eager to engage with their duties.

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.

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.

If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.