Wealth Management Operations Associate

Pontoon; Manchester; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A dynamic consulting firm is looking for a Wealth Management Operations Associate in Manchester. This role involves validating financial transactions, maintaining client records, and collaborating with teams to enhance client experiences. Ideal candidates should have a strong interest in operations and investment processing. Join to embark on a career where you can grow and make a difference in wealth management operations.

Qualifications

• Strong interest in Operations, integrating various functions.
• Understanding of investment monitoring and processing services.
• Willingness to engage in continuous learning and skill building.

Responsibilities

• Validate and execute financial transactions accurately.
• Maintain accurate client records and transaction data.
• Perform daily reconciliations to ensure operational smoothness.
• Collaborate closely with relationship managers and Operations teams.
• Enhance client experiences through partnership with platform experts.

Skills

Interest in Operations

Understanding of investment monitoring

Willingness to build skills

Openness to career advancement

Job description

Job Title: Wealth Management Operations Associate

Duration: 12 months, potential to go perm

Location: Manchester/Hybrid (four days per week in the office)

Salary: Competitive

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.

Are you ready to embark on an exciting journey in the world of wealth management? Our client is seeking 6 enthusiastic Wealth Management Operations Associates to join their vibrant team in the heart of City Centre, Manchester. This is a fantastic opportunity to work in a dynamic environment where you can make a real difference!

About the Role:

As a Wealth Management Operations Associate, you will play a crucial role in providing operational support within the Wealth Services platform. Your responsibilities will include:

• Validating and executing financial transactions with precision.
• Maintaining accurate client records and transaction data.
• Performing daily reconciliations to ensure smooth operations.
• Collaborating closely with client relationship managers and other Operations teams.
• Partnering with Wealth Services platform experts to enhance client experiences.

What We're Looking For:

To thrive in this role, you should possess:

• A strong interest in Operations, which unifies key functions into a global team.
• An understanding of investment monitoring, measurement, and processing services.
• A willingness to build skills across various levels within the operations function.
• An openness to career advancement through continuous learning and team rotation opportunities.

Join us on this exciting journey and help us provide exceptional service to our clients!

How to Apply:

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

Please note that if you haven't 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.

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.