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← Triple Point

Client Operations Transformation Analyst

Triple Point
Location
London, England
Posted
23 days ago
Department
Investment Finance Operations
What they actually want (must-haves)
  • Business or transformation analysis experience on a CRM or systems change programme, ideally Salesforce
  • Hands-on literacy in Salesforce across objects, permissions, reports and flows
  • Proven experience planning and coordinating UAT with business users, including test scripts, sign-off and defect tracking through to release
  • Hands-on administration of Jira and Confluence, including building reporting dashboards and maintaining governance records
  • Advanced Excel and Power BI skills; comfortable handling and interpreting data
  • Strong requirements elicitation and process mapping skills
Nice to have
  • Background in financial services or investment management, with awareness of FCA and data protection expectations
  • Experience with Power Automate, VBA, and exposure to AI or automation tools
What the job really is

The Client Operations Transformation Analyst will play a key role in supporting the transformation of systems and processes within the Client Operations team at Triple Point. Responsibilities include managing project requests, translating business needs into clear requirements, coordinating user acceptance testing, and identifying automation opportunities. The role requires collaboration across various teams and involves oversight of regulatory reporting submissions while contributing to ongoing improvements in client experience.

Benefits
  • Competitive salary
  • Comprehensive benefits package
  • Opportunities for professional development and career progression
  • Hybrid/flexible working
  • Contributory pension
Things to weigh
  • No specific salary listed
  • Emphasis on self-starter qualities may indicate a need for independence in the role
  • Role involves managing ambiguity and shifting priorities, which may be challenging for some candidates
Job score3/5
Benefits3/5
Freshness4/5
Career value4/5
Role clarity4/5
Pay transparency0/5

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