Client Operations Administrator- (9 Months FTC)

The Function & Team

Our Client Operations Team sits at the heart of Triple Point’s investor journey ensuring every client investing in our products enjoys a seamless, transparent and high-quality experience.

Our Investor Operations team sits at the heart of Triple Point’s investor journey, managing new investor applications, KYC/AML checks and ongoing account administration across our core product range, working closely with advisers, platforms and internal teams to keep every step accurate and on time.

It’s a team that combines strong process discipline with genuine care for client outcomes, in an environment where the investor’s journey really matters.

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 that keeps investor records and applications running accurately and on time. This is a role for someone who takes ownership of the detail, gets things done, and isn’t afraid to question whether there’s a better way of doing it. The role suits someone with a naturally high level of attention to detail, who is comfortable working with data and numbers, and who is keen to build a career in financial services operations.

Key Responsibilities

Investor Onboarding & Application Processing

• Application Processing: Process new investor applications across Triple Point’s core product range through the CRM system, from AML checks through to investor and adviser correspondence.
• Account Documentation: Add related documentation to Salesforce, keeping investor records accurate and complete.
• Reconciling Client Money against investor applications.

Compliance & Due Diligence

• Customer Due Diligence: Carry out anti-money laundering checks and process AML documentation, maintaining the PEP log for retail investors in line with internal procedures.
• AML Quality Assurance: Support the quarterly AML QA review across Investor Operations and use the CRA calculator to assess and record client risk ratings.

Investor & Adviser Support

• Query Management: Respond to adviser and investor queries professionally and promptly, escalating anything unusual or complex.
• Account Maintenance: Maintain and update investor account records, supporting register and data quality checks across the team.

Systems & Reporting

• CRM Management: 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.

Other

• Any Other Business: Provide ad hoc support across the Investor Operations and wider Client Operations team to help ensure its smooth day-to-day running.

Experience

• Experience in an operations, financial services, or investor administration environment.
• Fantastic attention to detail.
• Comfortable using Microsoft Office. Experience with CRM systems such as Salesforce, and familiarity with AI tools (e.g. ChatGPT, Claude), is advantageous.
• 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.
• An understanding of financial services and/or tax-efficient investments (e.g. VCT, EIS, IHT solutions) is an advantage, though not essential.

Why Join us?

• You’ll join a talented, collaborative team in a connected environment where ideas and initiative are valued.
• Be part of a growing and innovative team
• We offer a competitive salary, a comprehensive benefits package, and genuine opportunities for growth and progression.
• Opportunities for professional development and career progression.

At Triple Point, high performance means living our values every day:

·       Stay Curious.

·       Be Generous.

·       Take Thoughtful Action.

·       Pull Together.

·       Own It.

In line with our values Stay Curious and Take Thoughtful Action every employee has access to ChatGPT Enterprise and is encouraged to explore how AI and automation can enhance their work.

We see technology as a co-pilot, helping us improve efficiency and insight while keeping decisions grounded in thoughtful human judgment.