Client Processing Specialist: Fast-Paced Finance

Pontoon

Manchester

On-site

GBP 28,000 - 36,000

Full time

4 days ago
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Job summary

Pontoon, on behalf of our client in Manchester, is seeking a Specialist, Client Processing to join their Corporate Trust team. The role focuses on handling deal information, data enrichment, and executing fund transfers within a fast-paced financial services environment.

You will interact with clients, issuers, trading counterparties, auditors, and legal professionals, supporting new deal closings and diverse projects. Strong Excel skills and a proactive, deadline-driven mindset are essential.

Qualifications

  • Fluency in English.
  • A genuine interest in pursuing a career in financial services.
  • A degree in Finance or related field is advantageous; graduates from all disciplines are encouraged to apply.
  • A proactive and focused approach to work, consistently meeting deadlines.
  • Strong PC literacy, with proficiency in Microsoft Office applications, especially Excel.
  • Previous experience in finance, banking, or financial services is beneficial, though not essential.
  • Excellent organisational, communication, and analytical skills.

Responsibilities

  • Understanding, interpreting, and updating deal information across systems and applications.
  • Accurately enriching and maintaining data within internal platforms.
  • Executing fund transfers to and from designated accounts.
  • Engaging regularly with external stakeholders, including clients, issuers, trading counterparties, auditors, and legal professionals.
  • Participating in new deal closings and supporting diverse business projects.
  • Ensuring all tasks are completed accurately and within agreed deadlines.
  • Supporting operational processes while upholding a high level of attention to detail and compliance.

Skills

Fluent English
Analytical skills
Organisational skills
Communication skills
Proactive/Detail-oriented
Financial services interest
Deadline-driven

Education

Finance degree (advantageous)
Any discipline accepted

Tools

Microsoft Excel
MS Office
PC literacy

Job description

Pontoon, on behalf of our client in Manchester, is seeking a Specialist, Client Processing to join their Corporate Trust team. The role focuses on handling deal information, data enrichment, and executing fund transfers within a fast-paced financial services environment.

You will interact with clients, issuers, trading counterparties, auditors, and legal professionals, supporting new deal closings and diverse projects. Strong Excel skills and a proactive, deadline-driven mindset are essential.

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