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.