Specialist, Client Processing

Pontoon; Manchester; On-site; GBP 28,000 - 36,000; Full time

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

Job Advertisement: Specialist, Client Processing

Location - Manchester

Our client, a leading global financial services organisation, is excited to announce an opening for a Specialist, Client Processing within their dynamic Corporate Trust team based in Manchester. This is a fantastic opportunity for individuals eager to embark on a rewarding career in the financial services sector while thriving in a collaborative and fast-paced environment.

Key Responsibilities:

• Understanding, interpreting, and updating deal information across various 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.

Requirements:

• Fluency in English.
• A genuine interest in pursuing a career in financial services.
• A degree in Finance or a related field is advantageous, but 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.

What's on Offer:

• An opportunity to join a globally recognised financial services organisation.
• A competitive salary and benefits package.
• Ongoing training and professional development.
• Exposure to a diverse range of financial products and markets.
• A supportive team environment with ample opportunities for career progression.
• Flexible wellbeing and employee support programmes.

If you are ready to take the next step in your career and make a significant impact within a thriving organisation, this role could be the perfect fit! Our client is eager to welcome dedicated and enthusiastic individuals into their team.