Officer, Fiduciary Client Services

What is the opportunity?

We have an exciting opportunity for a Fiduciary Client Services Officer to join the Client Services team in Jersey. Fiduciary Client Services drives the efficiency and consistency of standards and controls for Client Lifecycle Management including FATCA Common Reporting Standards (CRS) regulatory reporting obligations, Client Qualification, Changes to Control, Ownership & Benefit and Periodic AML reviews in multiple jurisdictions.

The individual will be a member of the Fiduciary Client Services – Periodic AML Review Administration Team. This team is the primary contact for Fiduciary Management Teams (FMT) providing guidance and support for FATCA and CRS compliance and in respect of all new and existing client lifecycle management requests. The individual will primarily provide support and assistance in respect of FATCA CRS regulatory reporting and aid with the Periodic AML Process.

RBC’s expectation is that all employees and contractors will work in the office with some flexibility to work up to 1 day per week remotely, depending on working arrangements.

What will you do?

• Assist with the co-ordination of FATCA CRS Regulatory Reporting for Fiduciary Services as required by the business.
• Support and follow procedures and controls to ensure compliance with regulatory requirements and accurate data.
• Assist with the completion of US Tax Withholding forms for the Fiduciary Services business.
• Contribute to the development of technology requirements and test as appropriate.
• Drive and communicate continuous process improvements to ensure alignment with any changes to the operating and/or regulatory environment.
• Support and assist with training of specific team members and support the wider Fiduciary Services training and awareness.
• Provide support and assistance to Periodic AML Review team in respect of client lifecycle management and the relevant related RBC policies and procedures.
• Provide support to all relevant remediation projects, monitoring progress and providing regular reporting as required.

What do you need to succeed?

Must-have

• Relevant and evidenced experience within the Wealth Management industry.
• Understanding of Fiduciary Business & related administration.
• Strong communication skills; oral and written and client service orientation.
• Excellent attention to detail & controls.
• Ability to work under pressure, adapt to change and execute in timely fashion.
• Ability to effectively work alongside other Managers and Client Lifecycle Management to balance the resourcing needs across the client lifecycle.
• Competency in Microsoft Office.

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.

• A comprehensive Total Rewards Program including bonuses, flexible benefits and competitive compensation.
• 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

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.