Transaction manager Work, Jobs in Hythe, Ham (with Salaries)

Client Administrator
Evelyn Partners —Southampton
- Full-time
- Hybrid work
- No degree
- Organisational skills
- Communication skills
Quick apply
Transaction Manager
Marshall Motor Group —Portsmouth
- £30,000 a year
- Weekend availability
- Team management
- Training & development
- Annual leave
- Employee discount
Quick apply
3d
Customer Service Coordinator
Passenger Clothing —New Milton
- Full-time
- Hybrid work
- Customer service
- English
- Employee discount
Centre Support Officer
Hampshire County Council —Southampton
- £27,780 - £30,564 a year
- Weekend availability
- Microsoft Word
- Management
- Customer service
- Annual leave
7d
Regional Account Manager
Securitas Technology UK —Southampton
- Full-time
- Hybrid work
- CRM software
- Business development
- Communication skills
Quick apply
Accounts Receivable Manager
Iconic Hotels & Resorts —New Milton
- Full-time
- Data analysis skills
- Hotel
- Communication skills
Quick apply
9d
Commercial Manager - BBC
Emcor —Chandlers Ford
- Full-time
- Writing skills
- Engineering
- Analysis skills
Quick apply
22h
Purchasing and Travel Assistant / Co-ordinator
Boskalis —Fareham
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
Full Time Supervisor, Tommy Hilfiger - Southampton
Tommy Hilfiger —Southampton
- Full-time
- Customer service
- Supervising experience
- Conflict management
Sales Assistant
Portmeirion Group —Portsmouth
- Part-time
- Customer service
- Merchandising
Night Manager
ASDA —Eastleigh
- Weekend availability
- Customer service
- In-person
- Retail management
- Annual leave
- Employee assistance programme
4d
Client Reallocation Administrator
Eight Financial Advice —Whiteley
- £30,000 a year
- Full-time
- Hybrid work
- CRM software
- Data analysis skills
- Communication skills
- Employee assistance programme
Quick apply
Recruitment Officer
Hampshire and Isle of Wight Healthcare NHS Foundation Trust —Southampton
- £25,760 - £27,476 a year
- Full-time
- Customer service
- Microsoft Office
- Recruiting
11d
Muse
Kate Spade —Portsmouth
- £26,325 - £28,000 a year
- Weekend availability
- Customer service
- English
- Employee discount
2d
Student Finance Officer
City of Portsmouth College —Portsmouth
- £12,705.49 - £26,133.56 a year
- Part-time
- Computer literacy
- Computer skills
- Free parking
- Annual leave
Quick apply
1d
Client Service Account Manager - Associate
JPMorganChase —Bournemouth
- Full-time
- Organisational skills
- Communication skills
Management Accountant
TC GROUP —Portsmouth
- £50,000 a year
- Part-time
- Management
- ERP systems
- Data analysis skills
- Free parking
Quick apply
Retail Manager
Perera & Sons —Southampton
- £14 - £15 an hour
- Weekend availability
- Management
- Merchandising
- English
- Free parking
- Employee discount
Quick apply
Shop Assistant
British Red Cross —Lymington
- £13.45 an hour
- Sales
- Customer service
- Cash handling
- Annual leave
- Flexitime
11d
Indirect Tax Compliance & Reporting Manager
Zurich Insurance —Fareham
- Full-time
- Hybrid work
- Team management
- Communication skills
- Tax experience
- Flexible schedule

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Client Administrator

Evelyn Partners -
Southampton

Quick apply

Job details

Full-time

Benefits

Company pension
Private medical insurance

Qualifications

Financial planning
Stakeholder collaboration
Client engagement
Stakeholder liaison
Administrative support experience
Internal department liaison
Risk management
Organisational skills
Relationship management
Communication skills

Full job description

Company Description

Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next. Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.

Job Description

Job Purpose
To provide full administrative support to Investment Managers, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.

Key Responsibilities

To work closely with the aligned Investment Managers to deliver excellent client outcomes.
To build relationships with clients and maintain regular contact.
Maintain back-office systems and client records in line with the company policies.
Request policy information from third party policy providers if applicable.
Liaise with operational teams where support is provided on activities. e.g., scripts, transfers, corporate actions, static data changes, where applicable.
Preparation of meeting packs and valuations (as required).
Assist investment managers in the preparation of new business pitches and presentations.
Deal with cash transfers, foreign exchange transactions and monitoring of account balances for clients.
Process all business in accordance with required processes & proactive pipeline management, to include establishing new accounts on internal systems and collating AML documentation as required.
Identify and report any risks, breaches, or errors through ensuring risks are logged through to mitigating actions and controls.
To encourage client, use of portal and other digital tools, provide guidance where required.
To collaborate and share best practices with colleagues.

Qualifications

Skills, Experience & Qualifications

Excellent standard of education, ideally degree qualified but not essential.
Proven experience working in the wealth management industry
Experience working within an administrative role
A strong ethic of client service.
Ability to work under pressure and to prioritise work.
Excellent communication skills both written and verbal, influencing and organisational skills.
Ability to use judgement and reasoning to propose solutions to problems.
Experience of using XPlan

Additional Information

As a colleague here at Evelyn Partners, you will have access to benefits that include:

Competitive salary
Private medical insurance
Life assurance
Pension contribution
Hybrid working model (role dependant)
Generous holiday package
Option to purchase additional holiday
Shared parental leave

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.

Quick apply

Refine Your Search

transaction manager jobs in hythe, ham

Client Administrator

Transaction Manager

Customer Service Coordinator

Centre Support Officer

Regional Account Manager

Accounts Receivable Manager

Commercial Manager - BBC

Purchasing and Travel Assistant / Co-ordinator

Full Time Supervisor, Tommy Hilfiger - Southampton

Sales Assistant

Night Manager

Client Reallocation Administrator

Recruitment Officer

Muse

Student Finance Officer

Client Service Account Manager - Associate

Management Accountant

Retail Manager

Shop Assistant

Indirect Tax Compliance & Reporting Manager

I want to receive the latest job alerts for transaction manager in hythe, ham

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