Client Services Support Administrator (London/Jersey) London, England
Job description
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At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.
Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.
Job Title
Job Description
What is the opportunity?
You will be a member of the Client Lifecycle Management Team, a primary contact for Sales & Relationship Management teams providing guidance and support in respect of all new and existing client lifecycle management requests. You will provide advice in respect of client lifecycle management processes and in respect of the Wealth Management International (WMI) Client Due Diligence Policy requirements to minimise error rejection rates and ensure a seamless client lifecycle management experience for clients.
Client Services Support plays a crucial role in meeting WMI 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?
Support the Senior Associates in being 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
Review client lifecycle cases adhering to the relevant regulatory, compliance and business requirements
Partner with Senior Associates for further guidance in respect of client review lifecycle cases for complex structures
Support Senior Associates by being a 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
Liaise effectively with key stakeholders including Sales & Relationship Management, 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
Support continuous process improvement to ensure alignment with any changes to the operating model and/or regulatory environment
Support Senior Associates with providing guidance to stakeholders in respect of exception documentation and approval processes; ensure all exceptions are documented, tracked and monitored
Provide input and support to all relevant project and initiatives
Provide general administrative support to CSS Management including production of MI, creation of presentation decks etc.
What do you need to succeed?
Must-have
Proven experience within the banking/financial services industry
Good knowledge of client due diligence, KYC and AML compliance
Ability to assist in managing stakeholder expectations and handle conflict
Good sense of accountability and ownership over quality
Ability to prioritise and make decisions in a fast paced environment
Client focused
Good analytical skills and attention to detail
Must have a flexible approach and be a team player
Good command of English and attention to detail
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.
Leaders who support your development through coaching and managing opportunities
Opportunities to work with the best in the field
Ability to make a difference and lasting impact
Work in a dynamic, collaborative, progressive, and high-performing team
Flexible working options fully supported
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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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