Settlements Associate SME

Settlements Associate SME

Birmingham

3 month contract potential to extend

£40,000pa plus extensive benefits (as below)

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 identifies, and more. We do this by showcasing their talents, skills, and unique experience in an inclusive environment that helps them thrive.

My client is the leader in technology and services that helps businesses and communities thrive by advancing commerce and the financial world. For over 50 years, they have continued to drive growth for clients around the world by creating tomorrow's technology, solutions and services to modernise today's businesses and customer experiences. By connecting merchants, banks and capital markets, they use their scale, apply their deep expertise and data-driven insights, innovate with purpose to solve for their clients' future, and deliver experiences that are more simple, seamless and secure to advance the way the world pays, banks and invests.

They are looking for a Settlements Associate SME to join the team on an initial 3 month contract, with the potential to extend for a further 3 months and possibility of a permanent role in this growing team. Based at the Birmingham office the role is working Monday to Friday 8am to 5pm. The position is hybrid working being in the office a minimum of 2 days a week, on a Tuesday and Wednesday, and the remainder of time working from home.

As a Settlements Associate SME, you will bring your knowledge and experience to help shape and improve the work undertaken by the team whilst dealing directly with customers and help advance the way they pay, bank and invest. This will involve processing support for back-office tasks such as client support processing, researching customer deposit and loan-related questions or problems, and performing miscellaneous customer and account maintenance as defined by client specific procedures.

Daily Tasks include but not limited to:

· Makes recommendations to the department supervisor on any matter affecting productivity, efficiency, service or problem resolution.

· May mentor and guide junior Account Services Specialists and/or proactively assist in production issues and questions.

· Assists in tracking, compiling and completing reports as assigned.

· Maintains up-to-date procedure manuals and writes drafts for changes to procedures.

· Performs tasks to ensure compliance with work group and client-specific procedures to further guarantee adherence to service level agreements.

· Performs customer and account maintenance per reports, client workflow solution, postal mail or by direct instruction from immediate supervisor.

· Directs all work requests from sources outside the department to immediate supervisor for consideration and approval.

· Answers incoming telephone calls and direct calls to appropriate resource for resolution. Escalates unresolved issues according to the work group's escalation guidelines.

· Works with appropriate system and vendor reports to ensure timely and accurate processing of all regulatory and non-regulatory issues.

· May research and resolve internal and external customer-submitted and client-submitted account questions or problems outside normal daily procedures.

General Knowledge, Skills & Abilities

· An understanding of investment, trust and fund accounting as well as financial products like bonds, mutual funds and equities.

· A background of UK and International settlements.

· Background in investment accounting with good working knowledge of Crest and Euroclear

· Previous experience in the use of RIMS and IMIX would be an advantage.

· Detail-oriented and customer-driven, focusing on providing the highest quality products and services to internal and external clients

· Excellent data entry skill

· Excellent customer service skills that build high levels of customer satisfaction for internal and external clients

· Excellent verbal and written communication skills

· Effective analytical, problem-solving, team and time management skills

· Ability to work independently on problem tickets within the client problem ticket solution

· Ability to maintain confidentiality and carry out assignments that are sensitive in nature

· Ability to work both independently and in a team environment

Please apply with an up-to-date CV which must show evidence of the above to be considered. 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.

You will be an integral part of Ajilon (Adecco), a FTSE500 Global organisation with over 52 clients and sole supplier to the biggest organisations in the country and the world. You will be employed by ourselves as an Ajilon Consultant working onsite with our client where you will receive a regular salary, annual bonus payment, pension contributions, holiday and sick pay, plus a number of additional benefits such as medical insurance, income protection, critical illness and life insurance, access to our discounted benefits website and library of online training materials and future career and certification opportunities.

This great opportunity is being offered on a PAYE basis which means a LTD/Umbrella company cannot be used.