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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 focuses on building trusted relationships, ensuring client retention and growth of assets under management, and contributing to a positive client journey.
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 and contribute to complaints handling.
- 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 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 in Salesforce and other internal systems.
- Process updates to adviser and investor information in line with 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, including 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
- Remote
- Hybrid
Work Type
- Full-time
- Hybrid/flexible working
Experience Level
- Executive
- Senior
Education Level
- CISI Introduction to Investment - Foundation Qualification
- CISI Investment Operations Certificate (or equivalent)
Benefits
- Contributory pension
- Ongoing learning and development opportunities
About the Company
- Triple Point has been bringing investment ideas to life and connecting capital with the right people and opportunities since 2004.
- Manages over £2.5 billion across Private Credit, Social Housing, Clean Heat, Energy, and Venture investment strategies.
- Offers investments to both private (retail) and institutional clients.
- Has over 230 employees committed to improving the world.
- Certified B Corp, signed up to the Principles for Responsible Investment.
- Named a Sunday Times 'Best Place to Work 2025 & 2026'.
Equal Opportunity
- Triple Point is dedicated to providing fair and equal opportunities for all individuals.
- Discrimination of any kind based on age, disability, gender, sexual orientation, pregnancy, race, ethnicity, religion, gender identity, or marital status is not tolerated.
- Aims to create a welcoming and diverse work environment where people from all walks of life feel valued and supported.
- Actively encourages individuals from various backgrounds to apply for job vacancies.