Client Service Executive for Financial Advisers

Triple Point; Greater London; Hybrid; GBP 42,000 - 54,000; Full time

Benefits offered by this job

Contributory pension

Hybrid/flexible working

Learning & development opportunities

Job summary

Triple Point in London seeks a Client Service Executive to support financial advisers and retail investors, handling a broad range of queries with autonomy and tact.

You will maintain accurate records in Salesforce, mentor Analysts, and work with Operations and other teams to ensure a smooth end-to-end client journey while pursuing CISI qualification and developing your leadership potential.

Qualifications

• Experience in a Client Service role within investment management or a regulated environment.
• Confident telephone manner and strong communication across varied queries.
• Attention to detail under pressure with accuracy in records.
• Developing knowledge of UK retail alternative investments or financial services products.
• Familiarity with Salesforce and MS Office suite.
• Ability to juggle priorities with minimal supervision.
• CISI Introduction to Investment Foundation Qualification or in progress.
• Experience mentoring junior colleagues.

Responsibilities

• Act as established point of contact for advisers and investors, handling complex queries.
• Manage queries via shared mailboxes and phone lines with quality responses.
• Build trusted relationships with advisers and investors through engagement.
• Support handling of complex service issues and contribute to complaints guidance.
• Identify process improvements from client interactions and implement changes.
• Mentor Client Service Analysts and onboard new team members.
• Collaborate with Operations and other teams for a seamless customer journey.
• Maintain records in Salesforce and update adviser/investor information.

Skills

Client service

Communication skills

Attention to detail

Relationship building

Time management

Mentoring juniors

Education

CISI Introduction to Investment - Foundation Qualification

Tools

Salesforce

Microsoft Office

Job description

Triple Point in London seeks a Client Service Executive to support financial advisers and retail investors, handling a broad range of queries with autonomy and tact.

You will maintain accurate records in Salesforce, mentor Analysts, and work with Operations and other teams to ensure a smooth end-to-end client journey while pursuing CISI qualification and developing your leadership potential.