Associate, Client Management Team

Job Description
What is the opportunity?

We have an exciting opportunity to join RBC in Jersey as an Associate within the Client Management Team. This role provides administrative support to client coverage teams regarding core services required, including but not limited to executing the following: On boarding of new clients, structure changes for existing clients, static data changes to client information and other client related tasks.

What will you do?

Drive an unrivalled client experience and support Relationship Managers in delivering new and sustainable revenues for Wealth Management International (WMI) in line with the Sales & Relationship Management (S&RM) Sales Methodology.

Identify and review all Know Your Client (KYC) documentation, RBC forms and IRS documentation for new clients to ensure it meets RBC requirements.

Liaise with Relationship and/or Investment Managers, or the client to obtain additional documentation.

Manage structure changes for all types of clients/entities, companies, trusts, charities.

Collate and review all documentation and KYC/Client Due Diligence (CDD) prior to submission to the Client onboarding team or change of control administration team.

Perform open-source searches and use identification and verification tools to verify clients ID.

Update and input the new information into main Customer relationship management system in a timely and accurate manner, conducting telephone security call backs with clients.

What do you need to succeed?

Must-have

Previous experience with client service exposure and coverage.

The ability to handle confidential information with care and sensitivity.

Desire to develop skills in a client centric role with a focus on On-Boarding / Static data / Structure Changes.

Excellent attention to detail and organisation skills.

Competent in using Microsoft packages.

Nice-to-have

KYC/CDD knowledge and understanding of company & trust structures.

Financial Services industry knowledge.

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.

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.