Client Operations Executive

The 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. The team manages the full lifecycle of a client's investment from initial application and onboarding through to ongoing servicing, and offboarding, 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 clients journey really matters.

Key Responsibilities

The Client Operations Executive is a hands-on role within the Transaction Operations team, responsible for the accurate, timely processing of client transactions and the reconciliations that sit behind them. This role requires 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.

Transaction Processing

• Offboarding of investors - Processing redemption and transfer requests on to the CRM system, sending correspondence to investors and advisers, and following up on outstanding requirements with internal and external stakeholders.
• Process investment transactions accurately through the system and within agreed timescales.
• Production of allotment schedules, ensuring investor records and the CRM system are updated correctly.
• Production of fee schedules 
• Prepare and issue post-transaction confirmations to clients and advisers.
• Take ownership of transactions end-to-end — chasing missing information, resolving queries, and seeing each one through to completion.

Reconciliations & Data Accuracy

• Verification of bank details for payments.
• Carrying out anti money laundering checks and analysing anti money laundering documents. Maintaining the Compliance/Anti Money Laundering logs.
• Perform client account reconciliations and share reconciliations, investigating and resolving breaks promptly.
• Maintain a high standard of accuracy across all processing and reconciliation work; spot errors before they become issues.
• Recognise discrepancies or unusual patterns in the data and escalate them for review.

Process Improvement & Challenge

• Inquisitive about existing processes, identifying and suggesting practical improvements that enhance efficiency, accuracy, or effectiveness. Support the documentation and continuous improvement of processes and procedures.
• Identify opportunities to use systems, automation, or AI tools to reduce manual effort and improve accuracy.

Systems & Reporting

• Maintain accurate records across relevant systems (including CRM/Salesforce where applicable).
• Support day-to-day system work associated with transaction processing and reconciliations.
• Contribute to management information and reporting as required.

Stakeholder Support

• Respond to queries from clients, advisers, and internal stakeholders professionally and promptly.
• Build good working relationships with colleagues across Client Operations and the wider business.

Other

• Support other ad hoc business needs and cross-functional initiatives as required.

Experience

• Experience: Experience in an operations, financial services, or transaction-processing environment. 
• Attention to Detail: A naturally meticulous approach able to spot errors, inconsistencies, and gaps before they become problems.
• Numeracy & Data: Comfortable and confident working with data and numbers; able to reconcile figures accurately and explain discrepancies.
• Financial Services Knowledge: An understanding of financial services and/or tax-efficient investments (e.g. VCT, EIS, IHT solutions) is an advantage, though not essential.
• Systems: Comfortable using Microsoft Office. Experience with CRM systems such as Salesforce, and familiarity with AI tools (e.g. ChatGPT, Claude), is advantageous.
• Delivery Mindset: A genuine 'doer' takes ownership, follows things through to completion, and gets transactions done accurately and on time.
• CASS/Reconciliation (advantageous): Experience working within the reconciliation space and specifically within the CASS regulations is an advantage.

Competencies 

• Challenge & Improvement: Be naturally inquisitive, looking beyond the immediate task to understand how processes can be improved and problems can be solved more effectively.
• Numerical Confidence: At ease with data and numbers; can reconcile, check, and interpret figures independently.
• Execution / 'Doer': Gets things done. Takes ownership of tasks from start to finish, maintaining momentum and ensuring they are completed to a high standard..
• Learning Agility: Willing to learn and soak up new knowledge quickly; asks questions and builds capability fast.
• Communication: Clear and professional communication with clients, advisers, and colleagues, written and verbal.
• Resilience & Organisation: Manages a busy workload with competing deadlines while maintaining accuracy and composure.
• Team Player: Works well within a team, supports colleagues, and contributes positively to team culture.

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

 Still considering applying...

You don’t need to tick every box to be considered. We know many people hold back from applying unless they meet every requirement, but potential and perspective matter just as much as experience. If this role resonates with you, we’d really encourage you to apply