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© All Rights Reserved. ApplyBlast.com
Triple Point
The Client Services Analyst role focuses on owning the online client experience across Triple Point’s digital platforms, serving as the primary point of contact for advisers, paraplanners, and investors navigating the portals. This position involves resolving access queries, troubleshooting technical issues, and collaborating with the Digital & Technology team to enhance the user journey. The role requires strong communication skills and a proactive approach to building relationships with internal and external stakeholders.
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.
38% below the average for this role