Associate Client Service Director — Corporate New
Role Overview
The Client Service team sits within Distribution and supports external investors and internal Sales colleagues.
The team focuses on service quality, investor retention, asset growth, and helping investors feel confident throughout their relationship with Triple Point.
The Associate Client Service Director, Corporate owns the experience of corporate investors in corporate-structured products, principally TPCEPS.
The role is the senior point of presence for underlying corporate clients and covers corporate client service expertise as the product range develops.
Key Skills for This Role
Full Job Posting
Function and team
The Client Service team sits within Distribution and supports external investors and internal Sales colleagues.
The team focuses on service quality, investor retention, asset growth, and helping investors feel confident throughout their relationship with Triple Point.
The Associate Client Service Director, Corporate owns the experience of corporate investors in corporate-structured products, principally TPCEPS.
The role is the senior point of presence for underlying corporate clients and covers corporate client service expertise as the product range develops.
Corporate investor experience and relationships
- Build trusted, long-term relationships with directors and shareholders within the TPCEPS estate.
- Work closely with Sales while developing adviser relationships as the client service face of the corporate investor journey.
- Attend board meetings as Triple Point’s client-facing authority for corporate investors.
- Own the investor journey from onboarding through engagement, exit, or succession.
- Lead complex, sensitive, or high-stakes matters and act as the escalation point for bespoke or senior cases.
- Support DDQs and technical queries from corporate clients and their advisers.
Corporate project leadership
- Lead the client-service dimension of significant and sensitive events within individual corporate investor companies.
- Coordinate the investor experience during liquidations with Legal, CoSec, and Operations.
- Guide beneficiaries and executors through deceased shareholder probate and succession cases while working with Legal and CoSec.
- Act as the client-side anchor during mergers and company restructures.
- Manage corporate investor-facing elements of verification, AML refresh, and Companies House requirements.
- Lead the corporate pillar’s contribution to data-quality and Salesforce migration projects.
- Ensure corporate relationship data, case records, and investor touchpoints remain accurate and complete as systems evolve.
Requirements
- Senior judgement and contextual knowledge for complex, sensitive, or time-critical corporate investor matters.
- Ability to build trusted relationships with corporate directors, shareholders, advisers, and internal Sales colleagues.
- Ability to coordinate with Legal, CoSec, Operations, Compliance, and other teams while maintaining clear client ownership.
- Ability to support due diligence questionnaires and technical queries from corporate clients and advisers.
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