Senior Associate, Client Services Support (12 month fixed term contract), London
Client: 0000050411 Jersey branch of Royal Bank of Canada (Channel Islands) Limited
Location: London, United Kingdom
Job Category: Customer Service
EU work permit required: Yes
Job Reference: 33d211f07ea6
Job Views: 74
Posted: 18.02.2025
Expiry Date: 04.04.2025
Job Description:
What is the opportunity?
You will be a member of the Client Lifecycle Management Team and support the team with providing guidance and support in respect of all new and existing client lifecycle management requests. The team provides advice in respect of client lifecycle management processes and the WME Client Due Diligence Policy requirements to ensure a seamless client lifecycle management experience for clients. Full training and support will be provided. Client Services Support plays a crucial role in meeting Wealth Management Europe (WME) core strategic objectives ensuring the end-to-end delivery of unrivalled client experience and best in class delivery of multiple solutions. Client Services Support drives the efficiency and consistency of standards and controls for Client Lifecycle Management including Client Qualification, Client Onboarding, Changes to Control, Ownership & Benefit and Periodic AML reviews in multiple jurisdictions.
What will you do?
1. Act as the primary point of contact for all client due diligence queries, providing advice and guidance in relation to client lifecycle documentation and client due diligence.
2. Review client lifecycle cases for all legal entity types adhering to the relevant regulatory, compliance and business requirements.
3. Provide coaching and support to Senior Officers in the review of client lifecycle cases for complex structures.
4. Act as Subject Matter Expert providing advice, training and ongoing coaching to the Sale & Relationship Management (S&RM) teams in respect of client lifecycle management and the relevant RBC related policies and procedures including AML, KYC and Client Due Diligence, Source of Wealth and Country Connectivity.
5. Liaise effectively with key stakeholders including Sales & Relationship Management, Private Client Fiduciary Services, AML Compliance, Product teams, Tax Risk Management and Data management to remove obstacles impacting client lifecycle management while balancing the need for quality and adherence to regulatory compliance and escalating to Senior Management.
6. Support continuous process improvement to ensure alignment with any changes to the operating model and/or regulatory environment.
7. Provide guidance in respect of exception documentation and approval processes; ensure all exceptions are documented, tracked, and monitored.
8. Provide input and support to all relevant projects and initiatives.
9. Production of general administrative support to CSS Management including production of MI, creation of presentation decks, etc.
What do you need to succeed?
Must-have:
1. Ability to manage stakeholder expectations and handle conflict, displaying good communication, influencing and negotiating skills.
2. Good sense of accountability and ownership over quality.
3. Ability to prioritise and make decisions in a fast-paced environment.
4. Client focused and team player.
5. Good analytical skills and attention to detail.
6. Must have a flexible approach and be a team player.
7. Good command of English.
Nice-to-have:
1. Collaborative and consultative approach.
2. Ability to make decisions and use initiative.
3. Experience within the banking/financial services industry.
4. Strong understanding and experience of client due diligence, KYC, AML Compliance and regulatory requirements.
5. Strong understanding of control requirements.
6. Understand and embrace RBC's collective ambition, vision and strategic direction and demonstrate behaviors that support RBC's values and culture of ‘Doing What’s Right’.
What is in it for you?
We thrive on the challenge to be our best - progressive thinking to keep growing and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
1. A comprehensive Total Rewards Program including bonuses, flexible benefits and competitive compensation.
2. Leaders who support your development through coaching and managing opportunities.
3. Opportunities to work with the best in the field.
4. Ability to make a difference and lasting impact.
5. Work in a dynamic, collaborative, progressive, and high-performing team.
6. A world-class training program in financial services.
7. Flexible working options fully supported.
Job Skills
Adaptability, Business Development, Client Centricity, Communication, Critical Thinking, Curiosity, Financial Acumen, Practice Management
Additional Job Details
Address: GASPÉ HOUSE, 66-72 ESPLANADE: SAINT HELIER
City: Saint Helier
Country: Jersey
Work hours/week: 36.25
Employment Type: Full time
Platform: Wealth Management
Job Type: Contract (Fixed Term)
Pay Type: Salaried
Posted Date: 2024-05-30
Application Deadline: 2024-06-15
Inclusion and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
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