Skills

Communication Monitoring Attention to detail Client Relationship

Job Specifications

Operations Associate – Banking Wealth Services

Salary: £33,500

Contract: 12 months (possibility for perm)

Role Overview:

The Operations Associate is responsible for delivering high-quality operational processing and support within the Wealth Services platform. This includes validating and executing financial transactions, maintaining accurate client records and transaction data, and performing daily reconciliations. The role involves close collaboration with client relationship managers, internal operations teams, and platform experts to ensure seamless service delivery.

Key Responsibilities:

Execute and validate financial transactions accurately and in a timely manner.
Maintain up-to-date and precise client records and transaction data.
Perform daily reconciliations and resolve discrepancies.
Collaborate with internal stakeholders to support client needs and operational efficiency.

Candidate Profile:

To thrive in this role, candidates should demonstrate:

A strong interest in financial operations and a desire to grow within a global team environment.
An understanding of how operations support investment monitoring, measurement, and processing.
A willingness to develop skills across various operational functions.
Openness to career progression through continuous learning and team rotations.

What the Hiring Manager is Looking For:

Ideal Background:

Experience in asset transfers, custody, settlements, or similar back-office roles within financial services.
Broader financial services operations experience will be considered if the candidate demonstrates strong skills and behaviours.

Desirable System Knowledge:

CREST (UK equities settlement)
DTC (US securities settlement)
Origo / Calastone (unit trust/fund transfers)]

Relevant Industry Experience:

Wealth Management
Investment Operations
Transfer Agency

Essential Skills & Behaviours:

High attention to detail – accuracy is critical for tax reporting and regulatory compliance.
Strong communication skills – both written (email) and verbal (phone), especially when dealing with counterparties and internal teams.
Process discipline and risk awareness – must follow procedures precisely.
Ability to manage workload effectively and meet deadlines.
Comfortable with reconciliation, exception handling, and proactive issue resolution in a semi-automated environment.

About the Company

At Pontoon, we go beyond the traditional to build future-fit workforces for our clients. Backed by the Adecco Group, Pontoon is the preferred architect of workforce solutions that will transform the working world. We deliver MSP, RPO, Services Procurement, Direct Sourcing, Talent Consulting, and Total Talent solutions. We help our customers design their workforces to be fit for the future and exceed their business objectives. We are a people-first organisation, committed to co-creating innovative and advanced solutions f... Know more