Company

BankingSee more

addressAddressManchester, Greater Manchester
type Form of workContract
salary Salary£ 24000 - £ 25000 / Year
CategoryAccounting & Finance

Job description

    Client Operations Analyst


    Manchester, Hybrid setting of 3 days a week in the office, 2 days WFH


    12-month initial contract (Scope for Permanent Placement/Extension)


    £25,000 per annum



    My high-profile banking client is looking for a Client Operations Analyst to come and join their EMEA Global Client Activation team on a 12-month initial contract. As a Client Operations Analyst, you will be working alongside our the 'Client Activation Specialists' in Manchester to support the account and market activities for their clients. The assignments of the role are broad, with the opportunity to learn and apply knowledge of the investment lifecycle and the different products, services, and global markets they offer to their clients. The team operates in a regulated environment where service level agreements must be adhered to.



    Assignments:



    • Directly influence the client experience through your handling of client instructions, projects, and queries to a high standard in a timely and accurate manner

    • Establish relationships with internal stakeholders involved in the client's account and market setups or the investment life cycle e.g Relationship Management, Service Directors, Credit, FX, Settlements, Cash, Contracts, KYC

    • Help clients understand the requirements, regulations, and complexities in investing in global markets, with the aim of getting them setup to trade in global markets as efficiently as possible.

    • Interpret client instructions and assist in the initial setup or ongoing maintenance of their accounts, ensuring the timely and accurate setup on our proprietary systems.

    • Play a key part in the overall success of our client's market activities that impact their accounts or market setups e.g asset conversions, mergers, acquisitions, name, changes, address changes, new fund launches.

    • Work with team members in Wroclaw and in other locations to help execute on our global strategy and improve the client experience.

    • Demonstrate understanding and awareness of market and industry events with the potential to impact client activities or their account setups.

    • Conduct regular reviews of all outstanding client requests, ensuring activities are completed in accordance with service level agreements.



    Requirements:



    • Proven organisation and prioritisation skills with ability to manage self to meet tight deadlines.

    • Attention to detail.

    • Strong client service skills.

    • Ability to understand and to change.

    • Proactive and uses initiative.

    • Fluent English spoken and written.

    • Strong digital and IT skills, including MS Excel



    • Previous experience of managing multiple, high-volume tasks.

    • Ability to work autonomously and part of a team.




    Please be advised if you haven't heard from us within 48 hours then unfortunately your application has not been successful on this occasion, we may however keep your details on file for any suitable future vacancies and contact you accordingly.



    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.



    Refer code: 2690538. Banking - The previous day - 2024-02-03 05:49

    Banking

    Manchester, Greater Manchester
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