HHiring Reality
← Triple Point

Client Operations Administrator- (9 Months FTC)

Triple Point
Location
London, England
Posted
6 days ago
Department
Client Operations
What they actually want (must-haves)
  • Experience in an operations, financial services, or investor administration environment
  • Fantastic attention to detail
  • Comfortable using Microsoft Office
  • Experience with CRM systems such as Salesforce
  • Comfortable and confident working with data and numbers
  • Good prioritisation skills
Nice to have
  • Familiarity with AI tools (e.g. ChatGPT, Claude)
  • An understanding of financial services and/or tax-efficient investments (e.g. VCT, EIS, IHT solutions)
What the job really is

The Client Operations Administrator role involves managing investor onboarding, KYC/AML checks, and account administration within the Investor Operations team. Daily tasks include processing new investor applications, maintaining accurate records in Salesforce, responding to queries from investors and advisers, and supporting compliance efforts. This position requires attention to detail and a proactive approach to improving processes.

Benefits
  • Competitive salary
  • Comprehensive benefits package
  • Opportunities for professional development and career progression
  • Contributory pension
  • Hybrid/flexible working
  • Ongoing learning and development opportunities
Things to weigh
  • Role is a fixed-term contract for 9 months
  • No specific salary listed
  • Emphasis on attention to detail and process improvement may indicate a high workload
  • Experience with AI tools is advantageous but not required
Job score3/5
Benefits3/5
Freshness5/5
Career value3/5
Role clarity4/5
Pay transparency0/5

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