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.
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Client Service Executive for Financial Advisers in London employer: Triple Point
Triple Point is an exceptional employer located in London, offering a dynamic and collaborative work environment where innovation thrives. As a certified B Corp, we prioritise responsible investment and employee well-being, providing a comprehensive benefits package, hybrid working options, and ample opportunities for professional growth. Join us to be part of a team that values thoughtful action and continuous improvement, ensuring every employee can contribute meaningfully to our mission of leaving the world better than we found it.
