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© All Rights Reserved. ApplyBlast.com
Triple Point
The Client Operations Executive role within the Investor Operations team focuses on managing the investor journey by handling onboarding, KYC/AML checks, and account administration. This hands-on position ensures accurate and timely processing of investor applications and documentation while maintaining high-quality client records. The role requires strong attention to detail, proficiency with data and CRM systems, and effective communication with investors and advisers.
Investment management that activates capital across a range of industries, asset classes and sectors, connecting legacies with growth and businesses with better futures.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Triple Point.
Triple Point didn’t post a salary, so this is our estimate from similar listings.
18% below the average for this role