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About the Role
The Client Operations Executive is a hands-on role within the Investor Operations team, taking ownership of investor onboarding, KYC/AML checks and account administration. This role is for someone who takes ownership of the detail, gets things done, and is comfortable working with data and numbers, keen to build a career in financial services operations.
Responsibilities
- Process new investor applications across Triple Point's core product range through the CRM system, from AML checks through to investor and adviser correspondence.
- Add related documentation to Salesforce, keeping investor records accurate and complete.
- Reconcile client money against investor applications.
- Carry out anti-money laundering checks and process AML documentation, maintaining the PEP log for retail investors in line with internal procedures.
- Support the quarterly AML QA review across Investor Operations and use the CRA calculator to assess and record client risk ratings.
- Respond to adviser and investor queries professionally and promptly, escalating anything unusual or complex.
- Maintain and update investor account records, supporting register and data quality checks across the team.
- Keep all data held in the CRM system up to date and accurate, support day-to-day system work associated with onboarding and account administration, and contribute to management information as required.
- Provide ad hoc support across the Investor Operations and wider Client Operations team to help ensure its smooth day-to-day running.
Requirements
- Experience in an operations, financial services, or investor administration environment.
- Fantastic attention to detail.
- Comfortable using Microsoft Office.
- Comfortable and confident working with data and numbers; able to reconcile figures accurately and explain discrepancies.
- Good prioritisation, able to manage a busy workload with competing deadlines while maintaining accuracy.
- Clear and professional communication with clients, advisors and colleagues.
- Quick and agile learner, building new capabilities quickly.
- Collaborative and a good team player.
Skills
- Salesforce
- AI tools (e.g. ChatGPT, Claude)
- Microsoft Office
Location
- Remote
- Hybrid
Work Type
- Hybrid/flexible working
Experience Level
- Not specified
Education Level
- Not specified
Salary/Compensations
- Competitive salary
Benefits
- Contributory pension
- Ongoing learning and development opportunities
About the Company
- Since 2004, Triple Point has been bringing investment ideas to life and connecting capital with the right people and opportunities, managing over £2.5 billion across Private Credit, Social Housing, Clean Heat, Energy and Venture strategies.
- The company offers a range of investments to both private and institutional clients.
- Triple Point has over 230 employees committed to making the world a better place, evidenced by being a certified B Corp, signing up to the Principles for Responsible Investment, and being named a Sunday Times 'Best Place to Work 2025 & 2026'.
- The company values curiosity, generosity, thoughtful action, teamwork, and ownership.
- Triple Point provides access to AI tools for employees.
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 by the company.
- 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.