Associate, Client Services Support (12 Month Fixed Term Contract)

Associate, Client Services Support (12 Month Fixed Term Contract)
Apply now
Associate, Client Services Support (12 Month Fixed Term Contract)
Type: Vacancy
Sector: Banking
Reference: R-0000082354
Term: Fixed Term
Apply now

Overview

What is the opportunity?

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. During this 12 month contract you will be part of a project to onboard a variety of clients to meet a regulatory deadline along with subsequent remediation of the client files to ensure RBC Wealth Management Europe standards and regulatory requirements are met in full.

Client Services Support plays a crucial role in meeting Wealth Management Europe’s 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?

Act as 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 for all legal entity types adhering to the relevant regulatory, compliance and business requirements
Act as Subject Matter Expert 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 the onboarding of such clients 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
Provide guidance 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
Production of general administrative support to CSS Management including production of MI, creation of presentation decks

What do you need to succeed?
Must-have

Proven experience within the banking/financial services industry
Good understanding and experience of client due diligence, KYC and AML compliance
Ability to manage stakeholder expectations and handle conflict
Strong sense of accountability and ownership over quality
Ability to prioritise and make decisions in a fast paced environment
Client focused
Strong analytical skills and attention to detail
Must have a flexible approach and be a team player
Good command of English and attention to detail

Nice-to-have​

Strong understanding of AML, KYC and regulatory requirements for client onboarding
Strong understanding of control requirements

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
A world-class training program in financial services
Flexible & Hybrid working options fully supported

Contact Details/How to apply

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