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About the Role

The Client Service Executive plays a pivotal role in supporting external investors and internal sales colleagues within the Distribution team. This role is crucial for retaining and growing Triple Point's assets under management by providing excellent service and ensuring investors feel confident and supported.

Responsibilities

• Act as a confident point of contact for financial advisers and retail investors, handling complex queries independently.
• Manage queries via shared mailboxes and phone lines, ensuring professional and timely responses.
• Build and maintain trusted relationships with advisers and investors through consistent engagement.
• Support the handling of sensitive or complex service issues, escalating appropriately and contributing to complaints under guidance.
• Identify opportunities to strengthen processes, communications, or the customer journey based on client interactions.
• Act as a reference for Client Service Analysts, sharing knowledge and supporting their development.
• Help onboard and guide new team members, modeling good client handling practices.
• Contribute to the coaching and quality checking of Analyst work.
• Work closely with Operations and other internal teams to ensure a smooth end-to-end customer journey.
• Attend and contribute to sales team meetings, sharing client insight and representing Client Service.
• Take ownership of specific processes or areas of activity within the team.
• Maintain accurate records within Salesforce and other internal systems.
• Process updates to adviser and investor information in line with controls and procedures.
• Take a lead role in maintaining and improving procedure documents.

Requirements

• Experience in a Client Service role within investment management, asset management, wealth, platforms, or a similar regulated environment.
• Strong communication skills and a confident, professional telephone manner.
• High attention to detail and a strong commitment to accuracy, even under pressure.
• Developing working knowledge of UK retail alternative investments (VCT, EIS, BR) or other financial services products.
• Confident user of Salesforce and the Microsoft Office suite.
• Ability to manage multiple, competing priorities and meet deadlines with minimal supervision.
• CISI Introduction to Investment - Foundation Qualification held, or being worked towards.
• Exposure to complaints handling processes (desirable).
• Experience supporting or informally mentoring more junior colleagues (desirable).
• An interest in progressing towards people leadership or process and pillar ownership (desirable).

Skills

• Client-Focused Communication
• Ownership
• Accuracy Under Pressure
• Collaboration
• Curiosity & Improvement
• Salesforce
• Microsoft Office Suite

Location

• Hybrid/flexible working

Work Type

• Full-time

Experience Level

• Not specified

Education Level

• CISI Introduction to Investment - Foundation Qualification (or working towards)
• CISI Investment Operations Certificate (or equivalent qualification) expected during the role

Salary/Compensations

• Competitive salary

Benefits

• Contributory pension
• Hybrid/flexible working
• Ongoing learning and development opportunities

About the Company

• Triple Point has been bringing investment ideas to life since 2004, managing over £2.5 billion across Private Credit, Social Housing, Clean Heat, Energy, and Venture strategies for retail and institutional clients.
• The company has over 230 employees committed to improving the world, evidenced by its B Corp certification, adherence to the Principles for Responsible Investment, and recognition as a Sunday Times 'Best Place to Work 2025 & 2026'.
• Triple Point fosters a forward-thinking, growing, and innovative environment with a talented and driven team, offering opportunities for professional development and career progression.

Equal Opportunity

• Triple Point is dedicated to providing fair and equal opportunities for all individuals, including both current and potential employees.
• Discrimination of any kind based on factors such as age, disability, gender, sexual orientation, pregnancy, race, ethnicity, religion, gender identity, or marital status is not tolerated.
• The company aims to create a welcoming and diverse work environment where people from all walks of life feel valued and supported.
• Individuals from various backgrounds are actively encouraged to apply for job vacancies.