Associate Client Service Director — Corporate

Since 2004, we’ve been bringing investment ideas to life and connecting capital with the right people and opportunities. Today, we manage more than £2.5 billion for a broad range of investors across five key investment strategies: Private Credit,

Social Housing, Clean Heat, Energy and Venture. These strategies underpin the innovative range of investments we offer to both private (retail) and institutional clients.

There are 230+ employees at Triple Point, all committed to leaving the world demonstrably better than we found it. That’s why we’re a certified B Corp, signed up to the Principles for Responsible Investment, and were named a Sunday Times 'Best Place to Work

2025 & 2026' . I f this sounds like an environment where you would flourish, then read on… The Function & Team The Client Service team sits within Distribution and plays a pivotal role in supporting both our external investors and internal sales colleagues. We are a team of nine, committed to delivering excellent service, ensuring retention and growth of Triple Point’s assets under management, and helping investors feel confident and well supported throughout their journey with us. The ACSD Corporate owns the end-to-end experience of Triple Point’s corporate investors the directors and shareholders within the firm’s corporate-structured products, principally the Corporate Estate Planning Service (TPCEPS). While the Sales team holds the adviser relationship, this role is the senior point of presence for the underlying corporate client: present at board meetings, accountable for the quality and consistency of the corporate investor journey, and the escalation point for complex, sensitive, or time-critical situations that arise across that investor’s lifecycle with Triple Point. As the corporate product range develops, the remit of this role extends accordingly this is the home for corporate client service expertise across the business, not a single-product function.

The Role

s Key Responsibilities 1. Corporate Investor Experience & Relationship 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. 2. 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. 3. 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. 4. Cross-Team Collaboration The ACSD Corporate