Triple Point Group on cord

Triple Point Group

Associate Client Service Director

External position
London, UK
Hiring internally for Triple Point Group?
Investment · Finance
Investments with purpose, for profit, by people - from Triple Point
Posted
a week ago
Checked
cord regularly checks that external positions are still open
2 days ago

Skills & Experience

Job roles: Account Director
Experience level: Senior, Lead, Leadership
Core skills considered: Account Management, Building Teams, Client relations, Communication software, Corporate finance
Other skills considered: Customer service, Customer support, Escalations handling, Stakeholder Management

Logistics

Base salary: Undisclosed
Some companies on cord are unable to disclose salaries publicly due to internal company policies. Message the company for salary information.
Employment type: Permanent
Remote working: Hybrid
Visa sponsorship: Not available

Job Description

Senior point of contact for directors and shareholders within the TPCEPS estate building trusted, long-term relationships with the people behind the companies. Works in close partnership with the Sales team, who hold overarching adviser relationship ownership, while building strong adviser relationships in their own right as the client service face of the corporate investor journey.

Present at board meetings as Triple Point's client-facing authority, providing continuity and senior visibility at the corporate level.

Own the end-to-end investor journey from initial onboarding through ongoing engagement to exit or succession ensuring it is seamless, professional, and appropriately senior.

Lead on complex, sensitive or high-stakes matters involving corporate investors both as an escalation from the team and as the natural first port of call for situations that are simply too bespoke or senior in nature to sit with a Client Service Executive; some queries will arrive at this level directly, not because they have been escalated, but because they require the seniority, judgement and contextual knowledge this role carries.

Support DDQs and technical queries from corporate clients and their advisers, working alongside Sales where appropriate.


Corporate Project Leadership

This role leads the client-service dimension of complex projects that arise within the corporate investor estate not enterprise-wide initiatives, but the significant, often sensitive events that occur within individual investor companies:

  • Liquidations managing the investor experience where a company within the TPCEPS portfolio is being wound down, co-ordinating with Legal, CoSec and Operations to ensure the client journey remains clear and well-supported throughout.
  • Deceased shareholder estates leading the client-facing element of probate and succession cases; guiding beneficiaries and executors through the process with care and clarity, working with (not inside) Legal and CoSec on the technical execution.
  • Mergers and company restructures acting as the client-side anchor when investor companies go through structural change, ensuring Triple Point's records, communications and service delivery keep pace.
  • Companies House and identity verification managing corporate investor-facing elements of verification, AML refresh, and Companies House-related requirements, with clear ownership of what sits with the client relationship versus what sits with Compliance or Legal.
  • Data integrity and Salesforce migration leading the corporate pillar's contribution to data quality and CRM projects; ensuring corporate relationship data, case management records and investor touchpoints are accurate, complete and properly migrated as systems evolve.
  • Broader corporate client structures as Triple Point's product range evolves, the ACSD Corporate is the natural home for project management and client service leadership on any new product with a corporate investor structure. This role is not defined by a single product; it is defined by the nature of the client relationship and the complexity it brings.

People Leadership & Team Development

  • Line manage the Client Service Executives and Analysts within the Corporate pillar, providing clear direction, consistent feedback and active development support.
  • Own the performance and capability of the corporate team setting standards, identifying gaps, and working with the wider ACSD to ensure development plans are in place and progressing.
  • Model the professional standard expected at corporate investor level: communication quality, judgement under pressure, and the ability to manage sensitive situations with confidence.
  • Contribute to cross-pillar people development alongside the ACSD for E&P/Core BAU both ACSDs share accountability for team capability across Client Service, not just within their own pillar.

Cross-Team Collaboration

The ACSD Corporate operates at the intersection of several functions. Key relationships:

  • Sales close co-ordination on corporate investor onboarding and any adviser-escalated matters. Sales holds the adviser relationship; ACSD Corporate holds the corporate investor relationship. The boundary must be clear and actively maintained.
  • Operations day-to-day delivery partner for anything touching transaction processing, case management workflow, or system-level execution. ACSD Corporate sets the investor-experience standard; Operations provides the engine.
  • Company Secretarial the critical internal relationship for this role. CoSec handles the statutory and administrative execution that sits adjacent to the corporate investor journey filings, minutes, board administration. ACSD Corporate must actively manage the quality interface with CoSec.
  • Legal primary legal partner for estate, probate, liquidation and structural change scenarios. The ACSD Corporate does not execute legal work but must understand when Legal needs to be in the room and how to brief them effectively.
  • Compliance a stakeholder rather than a primary partner at this level involved in verification, AML, and Consumer Duty-related matters but not the day-to-day working relationship for this role.
  • Reporting a key internal relationship for investor-facing communications. The Reporting function sends periodic reports and letters directly to corporate investors; ACSD Corporate needs to understand what is going out, when, and what it means for their clients reviewing investor communications before issue, flagging where content may prompt questions, raising amends where tone or accuracy needs attention, and ensuring the team is briefed on anything that is likely to generate inbound queries.

Process, Quality & Data Ownership

  • Own the Corporate pillar's SOPs and service standards - ensuring processes are documented, followed, and regularly reviewed against what the corporate investor experience actually requires.
  • Maintain Salesforce data quality for the corporate pillar: investor records, company data, case management stats, and relationship touchpoints with a standard high enough to support reporting, audit, and operational handovers.
  • Monitor case management performance data and use it to drive continuous improvement within the team, not just to report upwards.
  • Identify risk early flag and escalate anything that could affect the investor experience, the firm's reputation with corporate clients, or regulatory compliance, without owning formal governance sign-off.

Experience

  • Significant client-facing experience at a senior level, ideally within a structured investment, estate planning, or financial services environment.
  • Demonstrable ability to manage complex, sensitive client situations including bereavement, legal process, and corporate restructure with composure and sound judgement.
  • Working knowledge of corporate structures shareholding, company lifecycle, basic company law literacy sufficient to navigate the conversations this role requires without needing to be a legal expert.
  • Proven ability to manage cross-functional relationships assertively: working with CoSec, Legal, Sales and Operations without deferring where the investor experience is at stake.

Personal Qualities:

  • Confidence operating in a board-level environment: present, credible, and able to represent Triple Point professionally with directors and shareholders.
  • Strong people leadership: the ability to set a high bar, give honest feedback, and develop a team that reflects the standard the corporate investor relationship demands.
  • High standards of written and verbal communication; able to translate complex situations into clear, reassuring, professional correspondence for directors, shareholders, advisers and executors.
Associate Client Service Director at Triple Point Group
Position posted a week ago

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Starling Bank on cord

Starling Bank

Full Stack Engineer (ML Ops)

London, UK
FinTech · Banking · Finance
A better bank for everyone
Active
over 6 months ago
Responds to
0% of requests
Responds in
1h 55m
Requests
7 pending

Skills & Experience

Job roles: Full Stack
Experience level: Mid, Senior
Core skills considered: Java, React, Redux, AWS, JavaScript

Logistics

Base salary: £70K - £110K
Employment type: Permanent
Remote working: Hybrid (up to 2 remote days p/w)
Visa sponsorship: Not available

Job Description

Starling is the UK’s first and leading digital bank on a mission to fix banking! Our vision is fast technology, fair service, and honest values. All at the tap of a phone, all the time.

Starling is the UK’s first and leading digital bank on a mission to fix banking! We built a new kind of bank because we knew technology had the power to help people save, spend and manage their money in a new and transformative way.

We’re a fully licensed UK bank with the culture and spirit of a fast-moving, disruptive tech company. We’re a bank, but better: fairer, easier to use and designed to demystify money for everyone. We employ more than 3,000 people across our London, Southampton, Cardiff and Manchester offices.

Our technologists are at the very heart of Starling and enjoy working in a fast-paced environment that is all about building things, creating new stuff, and disruptive technology that keeps us on the cutting edge of fintech. We operate a flat structure to empower you to make decisions regardless of what your primary responsibilities may be, innovation and collaboration will be at the core of everything you do. Help is never far away in our open culture, you will find support in your team and from across the business, we are in this together!

The way to thrive and shine within Starling is to be a self-driven individual and be able to take full ownership of everything around you: From building things, designing, discovering, to sharing knowledge with your colleagues and making sure all processes are efficient and productive to deliver the best possible results for our customers. Our purpose is underpinned by five Starling values: Listen, Keep It Simple, Do The Right Thing, Own It, and Aim For Greatness.

Hybrid Working

We have a Hybrid approach to working here at Starling - our preference is that you're located within a commutable distance of one of our offices so that we're able to interact and collaborate in person. We don't like to mandate how much you visit the office and work from home, that's to be agreed upon between you and your manager.

Our Data Environment

Our Data teams are excited about the value of data within the business, powers our product decisions to improve things for our customers and enhance effective and agile decision making, regardless of what their primary tech stack may be. Hear from the team in our latest blogs or our case studies with Women in Tech.

We are looking for talented data professionals at all levels to join the team. We value people being engaged and caring about customers, caring about the code they write and the contribution they make to Starling. People with a broad ability to apply themselves to a multitude of problems and challenges, who can work across teams do great things here at Starling, to continue changing banking for good.

Requirements

We have built our entire banking platform in house and mostly in Java. We are looking for people who want to work on building the tooling that is used by our engineers on a daily basis.

We are looking for people who are truly full stack, and are as comfortable polishing their javascript front end as they are debugging the innards of their java applications database interactions, or standing up infrastructure with terraform. We are looking for people who can:

  • Design REST apis.
  • Code backend services, ideally using Java, or another other server side compiled language.
  • Develop modern front ends, ideally using React and Redux.
  • Get their code into the cloud and support it there, ideally on AWS.
  • Believe in clean coding, simple solutions, automated testing and continuous deployment.
  • Like to take ownership of a feature from the original idea through to live.
  • Think (like us) that a small number of empowered developers is the right way to deliver software.

Company Benefits

  • 33 days holiday (including flexible bank holidays)
  • An extra day’s holiday for your birthday
  • 16 hours paid volunteering time a year
  • Part-time and/or flexible hours available for most roles
  • Salary sacrifice, company enhanced pension scheme
  • Life insurance at 4x your salary
  • Hybrid/remote working
  • Private Medical Insurance with VitalityHealth including mental health support and cancer care. Partner benefits include discounts with Waitrose, Mr&Mrs Smith and Peloton
  • Generous family-friendly policies
  • Varied social groups set up and run by our employees
  • Perkbox membership giving access to retail discounts, a wellness platform for physical and mental health, and weekly free and boosted perks
  • Access to initiatives like Cycle to Work, Salary Sacrificed Gym partnerships and Electric Vehicle (EV) leasing

Full details are available on our careers site

Interview Process

Interviewing is a two way process and we want you to have the time and opportunity to get to know us, as much as we are getting to know you! Our interviews are conversational and we want to get the best from you, so come with questions and be curious. In general you can expect the below, following a chat with one of our Talent Team:

  • Stage 1 - 30 mins with one of the team
  • Stage 2 - Take home challenge
  • Stage 3 - 90 mins technical interview with two team members
  • Stage 3 - 45 min final with an executive and a member of the people team
Alex Yeates on cord
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