Jonathan May has a diverse background in the financial services industry, starting as a Customer Advisor at Dixons Retail and progressing to roles such as Bar Supervisor at Stonegate Pub Company Limited and Client Liaison Officer at Climate Energy Ltd. Currently working as a Client Service Manager at Transact, Jonathan has extensive experience in managing payments, reconciliations, and client support. Jonathan also played a crucial role in the integration project between Cofunds and Aegon, becoming a Subject Matter Expert within the New Money team.
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