At a Glance
- Tasks: Support financial advisers and investors with high-quality operational assistance.
- Company: Join a forward-thinking, innovative company committed to growth and collaboration.
- Benefits: Competitive salary, comprehensive benefits, and clear career progression opportunities.
- Other info: Dynamic environment with a clear pathway to advance into a Client Service Executive role.
- Why this job: Make a real impact by enhancing client experiences in the financial services sector.
- Qualifications: Experience in financial services and strong communication skills are essential.
The predicted salary is between 30000 - 40000 £ per year.
The purpose of the Distribution team is to raise and retain assets under management (AUM) for Triple Point to help drive the growth of the business. We accomplish this by providing innovative financial solutions that support financial advisers in helping people with their financial goals. We aim to be a trusted partner and are committed to building relationships built on trust, transparency, and integrity.
The Client Service team sits within Distribution and plays a pivotal role in supporting both our external investors and internal sales colleagues. We are a team committed to delivering excellent service, ensuring retention and growth of Triple Point’s assets under management, and helping investors feel confident and well supported throughout their journey with us.
Role Purpose
The Client Service Analyst provides high-quality operational and client support to financial advisers and retail investors. This is a junior role suited to someone with early experience in financial services, such as within a financial advisory firm or investment provider, who is looking to build on their existing knowledge in a more dynamic environment. The role requires an individual who can quickly develop a strong understanding of our products, processes and client needs, and apply this with confidence and accuracy in day-to-day interactions. Over time, the role holder will be expected to take increasing ownership of queries and contribute to improving the overall client experience. This position is well suited to someone who has gained experience within client services ideally within financial services and is keen to progress with a clear pathway to develop into a Client Service Executive role.
Key Responsibilities
- Act as a key point of contact for inbound queries from financial advisers and investors as experience develops.
- Manage queries via shared mailboxes and phone lines, ensuring timely, accurate and professional responses that reflect Triple Point’s brand and values.
- Build strong, trusted relationships through regular direct engagement with advisers and investors.
- Use first-hand client interactions to identify what is working well, as well as opportunities to strengthen processes, communications or the overall customer journey.
- Escalate risks, recurring issues or improvement opportunities clearly and constructively.
Operational & Cross-Team Collaboration
- Work closely with Operations and other internal teams to support a smooth, accurate and joined-up end-to-end customer journey.
- Attend regular sales team pod meetings for assigned regions to understand priorities and share client insights.
Systems, Data & Processes
- Maintain accurate and up-to-date records within Salesforce and other internal systems.
- Process updates to adviser and investor information in line with controls and procedures.
- Contribute to the continuous improvement of processes and documentation, identifying efficiencies where possible.
Knowledge & Experience
- Experience in a financial services or relevant regulated environment (e.g. asset management, wealth, platforms, banking, or similar).
- Experience handling client or adviser queries in a professional setting.
- Strong communication skills and professional telephone manner.
- High attention to detail and commitment to accuracy.
- Ability to manage multiple priorities and work with a high degree of ownership.
- Experience supporting financial advisers or retail investors.
- Exposure to CRM systems such as Salesforce.
- Understanding of investment products or the UK financial advice landscape.
Professional Development
Following successful completion of probation, the role holder will be expected to complete the CISI Introduction to Investment – Foundation Qualification within the first 18 months.
Why Join Us
- Be a part of a forward-thinking, growing and innovative company.
- Work with a talented and driven team in a collaborative and connected environment.
- Competitive salary and comprehensive benefits package.
- Opportunities for professional development and career progression.
Client Services Analyst employer: Triple Point
Triple Point is an excellent employer for those seeking a dynamic and supportive environment in the financial services sector. With a commitment to professional development, employees can expect clear pathways for career progression, alongside a competitive salary and comprehensive benefits package. The collaborative culture fosters strong relationships and encourages innovation, making it an ideal place for individuals looking to grow their expertise while contributing to meaningful financial solutions.
StudySmarter Expert Advice🤫
We think this is how you could land Client Services Analyst
✨Tip Number 1
Network like a pro! Reach out to people in the financial services industry, especially those who work at Triple Point. A friendly chat can open doors and give you insider info about the company culture and what they really value in candidates.
✨Tip Number 2
Prepare for interviews by understanding Triple Point’s products and services inside out. Show us that you’re not just another candidate; demonstrate your knowledge and how you can contribute to our mission of supporting financial advisers and investors.
✨Tip Number 3
Practice your communication skills! As a Client Services Analyst, you’ll need to engage with advisers and investors regularly. Role-play common scenarios with friends or family to build your confidence and ensure you come across as professional and approachable.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows us you’re genuinely interested in being part of the Triple Point team. Let’s make it happen!
We think you need these skills to ace Client Services Analyst
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Client Services Analyst role. Highlight any relevant experience in financial services and client support to show us you’re a great fit!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you’re passionate about the role and how your background makes you the perfect candidate. Don’t forget to mention your understanding of our values like trust and transparency.
Showcase Your Communication Skills:Since this role involves a lot of client interaction, make sure your application showcases your strong communication skills. Whether it’s through your writing style or examples of past experiences, let us see how you connect with clients.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re keen to join our team!
How to prepare for a job interview at Triple Point
✨Know Your Stuff
Before the interview, make sure you have a solid understanding of Triple Point's products and services. Familiarise yourself with their approach to client services and how they support financial advisers and investors. This will show that you're genuinely interested and ready to contribute.
✨Practice Makes Perfect
Rehearse common interview questions related to client services and financial advisory roles. Think about your past experiences and how they relate to the responsibilities of a Client Services Analyst. Being able to articulate your thoughts clearly will help you stand out.
✨Showcase Your Communication Skills
Since this role involves a lot of interaction with clients and advisers, demonstrate your strong communication skills during the interview. Use clear, professional language and be prepared to discuss how you've handled client queries in the past.
✨Ask Insightful Questions
Prepare some thoughtful questions to ask at the end of the interview. This could be about the team dynamics, opportunities for professional development, or how Triple Point measures success in client services. It shows you're engaged and thinking about your future with the company.
