Portal & Client Experience Analyst

Triple Point; Greater London; On-site; GBP 42,000 - 58,000; Full time

Benefits offered by this job

Competitive salary

Comprehensive benefits package

Growth opportunities

Job summary

Triple Point is seeking a Client Service Analyst to own the online client experience across our portals and digital touchpoints. You will activate access, resolve queries, and ensure a smooth digital journey for advisers, investors and staff.

In this fast-paced role, you will be the go-to contact within Distribution, collaborating with D&T and Operations to deliver timely, professional support and build strong relationships with advisers and investors.

Qualifications

• Strong communication skills across written, verbal and phone.
• Calm under pressure with a sense of urgency and multi-tasking ability.
• Experience in customer service, financial services or client-facing roles.

Responsibilities

• Own the end-to-end portal experience for advisers, paraplanners, staff and investors.
• Respond to portal queries with 24-hour target turnaround.
• Coordinate with D&T to triage issues, escalate bugs and track resolutions.

Skills

Communication

Relationship building

Time management

Attention to detail

Investor engagement

Phone-oriented

Customer service

Tools

Salesforce

Job description

Triple Point is seeking a Client Service Analyst to own the online client experience across our portals and digital touchpoints. You will activate access, resolve queries, and ensure a smooth digital journey for advisers, investors and staff.

In this fast-paced role, you will be the go-to contact within Distribution, collaborating with D&T and Operations to deliver timely, professional support and build strong relationships with advisers and investors.