Client Service Manager
Current
Oct 2019 - Present
AeroLeads people directory · profile
Jonathan May Email & Phone Number
Client Service Manager
at
Transact
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 100%
Current company
Role
Client Service Manager
Location
Chelmsford, England, United Kingdom
Company size
Who is Jonathan May? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Jonathan May is listed as Client Service Manager at Transact, a with 334 employees, based in Chelmsford, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Jonathan May.
Jonathan May previously worked as Platform Consultant at Embark Group and New Money Platform Administrator at Aegon. Jonathan May holds Bachelor Of Arts (B.A.), Content Development & Production from Ravensbourne.
Company email context
Email format at Transact
This section adds company-level context without repeating Jonathan May's masked contact details.
Transact
Review company-level records connected to Jonathan May before choosing the right outreach path.
Profile bio
About Jonathan May
As an office based professional within the financial service industry, I have gained a wealth of admin and dealing expertise through my tenure at Cofunds and Embark as well as extensive experience through investment operations. My enthusiastic approach encompassed with strong interpersonal skills, enables me to not only complete any tasks to the highest standard but to also provide an unrivalled service within the operations department. My ambition is highlighted through previous experience in leadership positions, where a naturally honest and punctual approach highlights me as an example to others. I am someone who also seeks to learn new skills and improve on my current range whilst looking to develop a strong career within financial services.
Listed skills include Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, and 6 others.
Current workplace
Jonathan May's current company
Company context helps verify the profile and gives searchers a useful next step.
Transact
11 roles
Jonathan May work experience
A career timeline built from the work history available for this profile.
Platform Consultant
Dec 2018 - Aug 2019
New Money Platform Administrator
• Overseeing the money in flow from end to end• To ensure that all payments and deals are placed within the allotted time frames• To ensure that all payments in are accounted for and reconciled to the correct clients• To investigate any queries which the front office team or the regional support team raise in relation to any payments in• To provide support as an SME to the rest of the New Money team• Ensure that all payments in are applied to the correct investment strategy• To ensure that daily controls are carried out• To ensure that I conform to CASS at all times
May 2018 - Dec 2018
Cofunds/Aegon Integration Project (Seconded)
• To ensure a successful integration of the Aegon technology and Cofunds' client book• This was done by travelling to the Edinburgh office for 4 months and learn Aegon’s systems and processes • Upon returning to Essex, I was responsible for teaching the new systems and processes in relation to the New Money team• When we integrated, I became an SME within the newly formed New Money team
Jun 2017 - May 2018
Intermediary Data Services Associate
• To manage any letters of authorities which are received from IFAs• To ensure that all client and IFA communication is responded to within a reasonable time frame • Inputting, manipulating and maintaining IFA records and to perform required service tasks• To minimise any errors by communicating with various teams throughout operations• To respond to any email queries from IFAs and clients and escalate minor cases• Assistance has also been given to the Existing Business dealing team during times of low staff and high work volumes
Dec 2016 - Jun 2017
Transfers In Associate
• To manage various workflows relating to transfers of ISAs and General Investment Accounts into the Cofunds platform• To investigate any referrals which have been made and process accordingly• To liaise between IFA & Intermediaries firms and both fund & plan managers• To process stage 1 and 2 of fund re-registration transfers, including the application of units to client accounts and stage 1 cash transfers.• To work to a strict SLA and deadlines• To comply with all up to date HMRC and FCA regulations and procedures including CASS
May 2016 - Dec 2016
Adviser Support Executive
• Liaising with financial advisers and end investors through an inbound call centre• Resolve and answer generic queries about Cofunds’ products and business processing• To have a wider understanding of investment based products such as general investment accounts, ISAs and Pension products.• To help promote the functions of the platform and to assist with any technical queries where applicable• To resolve any issues through a combination of investigation and problem solving• To maintain a strong relationship with third party pension providers such as Suffolk Life, AJ Bell and Legal & General.
Sep 2015 - May 2016
Client Liaison Officer
Climate Energy Ltd.
Apr 2015 - Sep 2015
Barista
Starbucks Coffee Company Uk Ltd
Apr 2013 - Apr 2015
Bar Supervisor
Oct 2011 - Apr 2013
Customer Advisor
Dixons Retail
Sep 2007 - Oct 2011
Team & coworkers
Colleagues at Transact
Other employees you can reach at transact-online.co.uk. View company contacts for 334 employees →
MR
Matthew Richards
Colleague at TransactGreater London, England, United Kingdom
View →
ES
Emily Shaw
Colleague at TransactChelmsford, England, United Kingdom
View →
HF
Henry Fletcher
Colleague at TransactUnited Kingdom
View →
AM
Anisha Majithia
Colleague at TransactWatford, England, United Kingdom
View →
JF
Joanna Ferdinando
Colleague at TransactUnited Kingdom
View →
SV
Simon Vaz
Colleague at TransactUnited Kingdom
View →
WA
Wasif Ahmad
Colleague at TransactUnited Kingdom
View →
JH
Jack Hillman
Colleague at TransactLondon Area, United Kingdom
View →
BL
Ben Landsberg
Colleague at TransactGreater London, England, United Kingdom
View →
EC
Emily Chick
Colleague at TransactChelmsford, England, United Kingdom
View →
Matthew Richards
Colleague at TransactGreater London, England, United Kingdom
View →
ES
Emily Shaw
Colleague at TransactChelmsford, England, United Kingdom
View →
HF
Henry Fletcher
Colleague at TransactUnited Kingdom
View →
AM
Anisha Majithia
Colleague at TransactWatford, England, United Kingdom
View →
JF
Joanna Ferdinando
Colleague at TransactUnited Kingdom
View →
SV
Simon Vaz
Colleague at TransactUnited Kingdom
View →
WA
Wasif Ahmad
Colleague at TransactUnited Kingdom
View →
JH
Jack Hillman
Colleague at TransactLondon Area, United Kingdom
View →
BL
Ben Landsberg
Colleague at TransactGreater London, England, United Kingdom
View →
EC
Emily Chick
Colleague at TransactChelmsford, England, United Kingdom
View →
1 education record
Jonathan May education
FAQ
Frequently asked questions about Jonathan May
Quick answers generated from the profile data available on this page.
What company does Jonathan May work for?
Jonathan May works for Transact.
What is Jonathan May's role at Transact?
Jonathan May is listed as Client Service Manager at Transact.
Where is Jonathan May based?
Jonathan May is based in Chelmsford, England, United Kingdom while working with Transact.
What companies has Jonathan May worked for?
Jonathan May has worked for Transact, Embark Group, Aegon, Cofunds, and Climate Energy Ltd..
Who are Jonathan May's colleagues at Transact?
Jonathan May's colleagues at Transact include Matthew Richards, Emily Shaw, Henry Fletcher, Anisha Majithia, and Joanna Ferdinando.
How can I contact Jonathan May?
You can use AeroLeads to view verified contact signals for Jonathan May at Transact, including work email, phone, and LinkedIn data when available.
What schools did Jonathan May attend?
Jonathan May holds Bachelor Of Arts (B.A.), Content Development & Production from Ravensbourne.
What skills is Jonathan May known for?
Jonathan May is listed with skills including Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Experience, Research, Team Leadership, and Teamwork.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Jonathan May you were looking for.
View similar profiles
