Senior Corporate Client Services Director

Triple Point LLP; Greater London; On-site; GBP 70,000 - 110,000; Full time

Benefits offered by this job

Contributory pension

Hybrid/flexible working

Learning & development opportunities

Job summary

Triple Point LLP is seeking a senior Client Service Leader to manage the corporate investor experience across the end-to-end lifecycle, including board-level engagement and complex matters. You will partner with Sales, Legal, CoSec and Operations, ensuring superior service delivery and risk-aware decisions.

You will lead a team to maintain data integrity in CRM systems and drive continuous improvement in investor communications and processes, while aligning with corporate strategy and governance.

Qualifications

• Significant client-facing experience at a senior level within financial services or investment management.
• Ability to manage complex, sensitive client situations including corporate structures and probate scenarios.
• Proven capability to work effectively with Sales, Legal, CoSec, Operations and Compliance.

Responsibilities

• Act as senior client-facing authority for corporate investor journeys from onboarding to exit.
• Present at board meetings and provide continuity and senior visibility for corporate investors.
• Lead on end-to-end investor experience and escalations requiring senior judgement.
• Coordinate with Legal, CoSec and Operations on complex corporate matters and lifecycle events.
• Ensure data integrity and CRM updates across the corporate investor journey.

Skills

Senior client-facing experience

Board-level communication

Relationship management

Cross-functional collaboration

Judgement under pressure

Tools

Salesforce

Job description

Triple Point LLP is seeking a senior Client Service Leader to manage the corporate investor experience across the end-to-end lifecycle, including board-level engagement and complex matters. You will partner with Sales, Legal, CoSec and Operations, ensuring superior service delivery and risk-aware decisions.

You will lead a team to maintain data integrity in CRM systems and drive continuous improvement in investor communications and processes, while aligning with corporate strategy and governance.