Triple Point

About the Company

Triple Point believes in the power of connections. We activate capital in innovative and progressive ways across a range of industries, asset classes and sectors. We’re more than an investment group, we’re a productive capital partner – thinking unconventionally to connect the dots to achieve an immediate impact and a positive lasting effect. Please note that we do not provide investment or tax advice. Prospective investors should consult an FCA regulated adviser to determine if a Triple Point product or service is suitable to their personal, financial or tax objectives. While Triple Point includes entities which are authorised and regulated by the Financial Conduct Authority, our SME lending activities are not regulated activities in their own right. Triple Point is the trading name for the Triple Point Group which includes the following FCA regulated entities: Triple Point Administration LLP under firm reference number 618187 and Triple Point Investment Management LLP under firm reference number 456597.

Listed Jobs

Company Name

Triple Point

Job Title

Associate Director, Client Service (12-Month Fixed Term – Maternity Cover)

Job Description

**Job title** Associate Director, Client Service (12‑Month Fixed Term – Maternity Cover) **Role Summary** Lead day‑to‑day operations of the Client Service team, ensuring exceptional support for external investors and internal sales colleagues. Manage three senior staff members, drive process improvements, oversee complaints handling, and embed Consumer Duty and vulnerable‑client best practice to secure client retention and asset growth. **Expectations** - Deliver a high‑quality, compliant client‑service experience. - Own team performance, coaching, and development. - Manage regulatory complaints and escalation points. - Partner with distribution and sales to grow and retain assets under management. - Champion continuous improvement and fair‑outcome practices. **Key Responsibilities** 1. Oversee daily operations of the Client Service team. 2. Directly coach, set objectives, and support three senior team members. 3. Ensure accurate execution of team responsibilities and aligned processes. 4. Collaborate with the Head of Client Service on initiatives to improve efficiency. 5. Supervise complaints handling to meet regulatory and high‑service standards. 6. Embed and enhance Vulnerable Clients and Consumer Duty processes. 7. Collaborate with sales/distribution to support client retention and AUM growth. 8. Act as escalation point for complex service issues, resolving promptly and effectively. **Required Skills** - Client‑service experience in financial services, preferably with investment products. - Proven people‑management and coaching ability. - Knowledge of complaints‑handling frameworks and regulatory expectations. - Understanding of Consumer Duty and vulnerable‑client best practice. - Strong written and verbal communication; stakeholder‑oriented. - High organisation, prioritisation, and multitasking under pressure. - Proficiency with Salesforce, Excel, PowerPoint, and Word. **Required Education & Certifications** - Bachelor’s degree in Finance, Business, or related field (or equivalent experience). - Professional financial or client‑service certifications (e.g., CFA, CFP) are advantageous but not mandatory.

London, United kingdom

Hybrid

03-11-2025