Client Services Analyst

The Function & Team

The purpose of the Distribution team is to raise and retain assets under management (AUM) for Triple Point to help drive the growth of the business. We accomplish this by providing innovative financial solutions that support financial advisers in helping people with their financial goals. We aim to be a trusted partner and are committed to building relationships built on trust, transparency, and integrity.

The Client Service team sits within Distribution and plays a pivotal role in supporting both our external investors and internal sales colleagues. We are a team committed to delivering excellent service, ensuring retention and growth of Triple Point’s assets under management, and helping investors feel confident and well supported throughout their journey with us.

Role Purpose

The Client Service Analyst provides high-quality operational and client support to financial advisers and retail investors. This is a junior role suited to someone with early experience in financial services, such as within a financial advisory firm or investment provider, who is looking to build on their existing knowledge in a more dynamic environment.

The role requires an individual who can quickly develop a strong understanding of our products, processes and client needs, and apply this with confidence and accuracy in day-to-day interactions. Over time, the role holder will be expected to take increasing ownership of queries and contribute to improving the overall client experience.

This position is well suited to someone who is proactive, motivated to learn, and keen to progress, with a clear pathway to develop into a Client Service Executive role.

Key Responsibilities

Client & Advisor Support

• Act as a key point of contact for inbound queries from financial advisers, and investors as experience develops.
• Manage queries via shared mailboxes and phone lines, ensuring timely, accurate and professional responses that reflect Triple Point’s brand and values.
• Build strong, trusted relationships through regular direct engagement with advisers and investors.
• Use first-hand client interactions to identify what is working well, as well as opportunities to strengthen processes, communications or the overall customer journey.
• Escalate risks, recurring issues or improvement opportunities clearly and constructively.

Operational & Cross-Team Collaboration

• Work closely with Operations and other internal teams to support a smooth, accurate and joined-up end-to-end customer journey.
• Attend regular sales team pod meetings for assigned regions to understand priorities and share client insights.

Systems, Data & Processes

• Maintain accurate and up-to-date records within Salesforce and other internal systems.
• Process updates to adviser and investor information in line with controls and procedures.
• Contribute to the continuous improvement of processes and documentation, identifying efficiencies where possible.

Knowledge & Experience

Essential

• Experience in a financial services or relevant regulated environment (e.g. asset management, wealth, platforms, banking, or similar).
• Experience handling client or adviser queries in a professional setting.
• Strong communication skills and professional telephone manner.
• High attention to detail and commitment to accuracy.
• Ability to manage multiple priorities and work with a high degree of ownership.

Desirable

• Experience supporting financial advisers or retail investors.
• Exposure to CRM systems such as Salesforce.
• Understanding of investment products or the UK financial advice landscape.

Professional Development

Following successful completion of probation, the role holder will be expected to complete the CISI Introduction to Investment – Foundation Qualification within the first 18 months.

Why Join Us

• Be a part of a forward-thinking, growing and innovative company.
• Work with a talented and driven team in a collaborative and connected environment.
• Competitive salary and comprehensive benefits package.
• Opportunities for professional development and career progression.

High Performance at Triple Point

High Performance at Triple Point means living our values at the top of your game.

Our five values are below, you can read more on our website about how we embed our values to drive a high-performance culture.

• Stay Curious
• Be Generous
• Take Thoughtful Action
• Pull Together
• Own It