Senior Administrator, Client Services

What is the opportunity?

We have an exciting opportunity for a Senior Administrator to join the Client Services Support team in one of our offices across the UK and Channel Islands. The successful candidate will provide advice in respect of client lifecycle management processes and in respect of the Wealth Management Europe (WME) Client Due Diligence Policy requirements to minimise error rejection rates and ensure a seamless client lifecycle management experience for clients.

Client Service Support plays a crucial role in meeting WME core strategic objectives ensuring the end-to-end delivery of unrivalled client experience and best in class delivery of multiple solutions. The primary purpose of Client Services Support is to drive 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.

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?

• Supports 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.
• Supports Senior Associates by being a Subject Matter Expert providing advice, training and ongoing coaching to the Private Wealth 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 Private Wealth, 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 as appropriate.
• 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 Client Services Support Management including production of Management Information (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.
• Takes ownership of work quality, ensuring high standards and accountability for outcomes from start to finish.
• Ability to prioritise and make decisions in a fast paced environment.
• Thrives in a role where client service and impact really matters.
• Good analytical skills and attention to detail.
• Works collaboratively with colleagues and adapts quickly to changing priorities.
• Strong written and verbal communication skills in English required for client communications (Internal and external).

Nice-to-have

• Existing knowledge of RBC conduct, culture and values.

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.