Senior Associate – Client Services Support (12 month fixed term contract)

Senior Associate – Client Services Support (12 month fixed term contract)
Apply now
Senior Associate – Client Services Support (12 month fixed term contract)
Type: Vacancy
Sector: Banking
Reference: R-0000089788
Term: Permanent
Apply now


What is the opportunity?

You will be a member of the Client Lifecycle Management Team and support the team with providing guidance and support in respect of all new and existing client lifecycle management requests. The team provide advice in respect of client lifecycle management processes and in respect of the WME Client Due Diligence Policy requirements to ensure a seamless client lifecycle management experience for clients. Full training and support will be provided.

Client Services Support plays a crucial role in meeting Wealth Management Europe (WME) 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.

Provide coaching and support to Senior Officers in the review of client lifecycle cases for complex structures

Act as Subject Matter Expert providing advice, training and ongoing coaching to the Sale & Relationship Management (S&RM) 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 Sales & Relationship Management, Private Client Fiduciary Services, 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

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 etc

What do you need to succeed?


Ability to manage stakeholder expectations and handle conflict, displaying good communication, influencing and negotiating skills

Good sense of accountability and ownership over quality

Ability to prioritise and make decisions in a fast paced environment

Client focused and team player

Good analytical skills and attention to detail

Must have a flexible approach and be a team player

Good command of English


Collaborative and consultative approach

Ability to make decisions and use initiative.

Experience within the banking/financial services industry

Strong understanding and experience of client due diligence, KYC, AML Compliance and regulatory requirements

Strong understanding of control requirements

Understand and embrace RBCs collective ambition, vision and strategic direction and demonstrate behaviors that support RBCs values and culture of ‘Doing What’s Right’.

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 working options fully supported.


Contact Details/How to apply

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