Wealth Operations Associate - Payments & Transactions

Pontoon Solutions; Manchester; In loco; GBP 33.500; Tempo pieno

Vantaggi offerti da questo lavoro

Structured development within Wealth Services Operations

Exposure to high-value clients

Career growth opportunities

Descrizione del lavoro

A dynamic consultancy firm in the UK is seeking a Wealth Management Operations Associate to join their Operations team. This 12-month contract role is perfect for candidates with banking or financial services experience who excel in transaction processing. Responsibilities include validating financial transactions, performing daily reconciliations, and supporting client enquiries. The position offers potential for extension or permanent conversion, along with career development in Wealth Services Operations.

Competenze

• Background in banking, financial services, or operational processing.
• Experience in handling transactions, payments, or transfers.
• Strong client case handling capabilities in financial environments.

Mansioni

• Validate and execute financial transactions including payments.
• Perform daily reconciliations and update client records.
• Support complex customer enquiries while ensuring compliance.

Conoscenze

banking operations

payments

client case handling

strong communication skills

attention to detail

Descrizione del lavoro

A dynamic consultancy firm in the UK is seeking a Wealth Management Operations Associate to join their Operations team. This 12-month contract role is perfect for candidates with banking or financial services experience who excel in transaction processing. Responsibilities include validating financial transactions, performing daily reconciliations, and supporting client enquiries. The position offers potential for extension or permanent conversion, along with career development in Wealth Services Operations.