Client Operations Executive

Since 2004, we’ve been bringing investment ideas to life and connecting capital with the right people and opportunities. Today, we manage more than £2.5 billion for a broad range of investors across five key investment strategies:
Private Credit, Social Housing, Clean Heat, Energy and Venture. These strategies underpin the innovative range of investments we offer to both private (retail) and institutional clients.

There are 230+ employees at Triple Point, all committed to leaving the world demonstrably better than we found it. That’s why we’re a certified B Corp, signed up to the Principles for Responsible Investment, and were named a Sunday Times ‘Best Place to Work’ for 2025

If this high performing culture sounds like an environment where you would flourish, then read on…

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.

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.

• 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.

• 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 elevate them for review.

• 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.

• 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.

• 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.

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

• Experience: Experience in an operations, financial services, or…