Transaction manager Work, Jobs in Southampton (with Salaries)

Client Administrator
Evelyn Partners —Southampton
- Full-time
- Hybrid work
- No degree
- Organisational skills
- Communication skills
Quick apply
Full Time Supervisor, Tommy Hilfiger - Southampton
Tommy Hilfiger —Southampton
- Full-time
- Management
- Maintenance
- Communication skills
Accounts Receivable Manager
Iconic Hotels & Resorts —New Milton
- Full-time
- Data analysis skills
- Hotel
- Communication skills
Quick apply
7d
Customer Service Coordinator
Passenger Clothing —New Milton
- Full-time
- Hybrid work
- Customer service
- English
- Employee discount
Client Service Account Manager - Associate
JPMorganChase —Bournemouth
- Full-time
- Organisational skills
- Communication skills
AI Product Manager
NICE —Southampton
- Hybrid work
- Computer Science
- Bachelor's degree
- Machine learning
Quick apply
Sales Assistant
Portmeirion Group —Portsmouth
- Part-time
- Customer service
- Merchandising
13d
Retail Manager
Perera & Sons —Southampton
- £14 - £15 an hour
- Weekend availability
- Management
- Merchandising
- English
- Free parking
- Employee discount
Quick apply
Indirect Tax Compliance & Reporting Manager
Zurich Insurance —Fareham
- Full-time
- Hybrid work
- Management
- Supervising experience
- Financial services
- Flexible schedule
Trade Store Assistant
strukta Group Ltd —Eastleigh
- £30,000 a year
- Full-time
- Customer service
- Computer literacy
- Computer skills
- Store discount
- Employee discount
Quick apply
Retail Sales Assistant - Keyholder
The Works —Ringwood
- Hospitality
- Customer service
- Communication skills
- Employee assistance programme
- Employee discount
Cluster Reception Manager - Live in optional
Switch Hospitality —Bournemouth
- Full-time
- Hotel
- Life insurance
Quick apply
Sales Manager - Vauxhall/Leap
Snows Group —Portsmouth
- £60,000 a year
- Full-time
- Sales
- Customer service
- Team management
Quick apply
Audit Quality & Transactions Lead
TC-Group —Fareham
- Full-time
- Communication skills
Quick apply
Express Site Manager
ASDA —Southampton
- Full-time
- Retail management
- Leadership
- Employee assistance programme
- Employee discount
5d
Optometrist
ASDA —Bournemouth
- Day shift
- In-person
- Store discount
- Annual leave
Recruitment Marketing Manager – Growth Partners Network
OneDome —Bournemouth
- Full-time
- AI
Quick apply
Team Leader (Food Services)
ASDA —Ringwood
- £13.10 - £14.10 an hour
- Part-time
- Hospitality
- Customer service
- Team management
- Employee assistance programme
- Employee discount
Express Store Manager (Dual Site)
ASDA —Bournemouth
- Full-time
- Travel
- Training & development
- Retail management
- Employee assistance programme
- Employee discount
7d
Transaction Manager
Van Mossel Automotive Group UK Ltd —Southampton
- £32,500 - £55,000 a year
- Full-time
- Sales
- Computer skills
- In-person
- Free parking
- Health & wellbeing programme
Quick apply
5d

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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 southampton

Client Administrator

Full Time Supervisor, Tommy Hilfiger - Southampton

Accounts Receivable Manager

Customer Service Coordinator

Client Service Account Manager - Associate

AI Product Manager

Sales Assistant

Retail Manager

Indirect Tax Compliance & Reporting Manager

Trade Store Assistant

Retail Sales Assistant - Keyholder

Cluster Reception Manager - Live in optional

Sales Manager - Vauxhall/Leap

Audit Quality & Transactions Lead

Express Site Manager

Optometrist

Recruitment Marketing Manager – Growth Partners Network

Team Leader (Food Services)

Express Store Manager (Dual Site)

Transaction Manager

I want to receive the latest job alerts for transaction manager in southampton

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