Job Summary

Job Description

What is the opportunity?

For this 12 month contract/secondment you will be a member of the Client Lifecycle Management Team. This team is the primary contact for Sales & Relationship Management teams providing guidance and support in respect of all new and existing client lifecycle management requests. The individual will provide advice in respect of client lifecycle management processes and in respect of the 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.

What will you do?

Support 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.

Liaise effectively with key stakeholders including Sales & Relationship Management, AML Compliance, Product teams, Tax Risk Management, and data 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; ensuring 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.

Strong AML, KYC, and regulatory requirements for client onboarding.

Good knowledge of client due diligence, KYC, and AML compliance.

Ability to assist in managing stakeholder expectations and handle conflict.

Good analytical skills and attention to detail.

An understanding of control requirements.

Nice-to-have

An understanding of RBCs collective ambition, vision, and strategic direction.

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 and Hybrid working options fully supported.

Agency Notice

RBC Group does not accept agency resumés. Please do not forward resumés to our employees, nor any other company location. RBC Group only pay fees to agencies where they have entered into a prior agreement to do so and in any event do not pay fees related to unsolicited resumés. Please contact the Recruitment function for additional details.

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Job Skills

Communication, Critical Thinking, Customer Service Management, Decision Making, Detail-Oriented, Group Problem Solving, Interpersonal Relationship Management, Operational Delivery, Time Management, Trust Operations Management

Additional Job Details

Address:

100 BISHOPSGATE:LONDON

City:

London

Country:

United Kingdom

Work hours/week:

35

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Contract (Fixed Term)

Pay Type:

Salaried

Posted Date:

2025-01-27

Application Deadline:

2025-02-14

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

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.
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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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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.