Associate, Client Management

RBC; Saint Helier; Hybrid; GBP 28,000 - 38,000; Full time

Job summary

RBC Private Wealth is seeking an Associate to join our client management team in Saint Helier. You will support Relationship Managers, handling client onboarding, data updates and regulatory compliance to ensure a seamless experience from day one.

Based in Jersey, the role is primarily office-based with up to one day per week remote, offering an opportunity to develop expertise in a fast-paced, client-focused environment where attention to detail matters and teamwork drives success.

Qualifications

• Experience in client-facing or client service roles.
• Strong KYC/CDD knowledge and understanding of company and trust structures.
• Meticulous attention to detail.
• Proficient with Microsoft Word, Excel, PowerPoint and Outlook; fast and accurate typist.
• Excellent communication skills and the ability to manage multiple priorities.

Responsibilities

• Support Relationship Managers to deliver compliant onboarding.
• Review KYC documentation and forms; liaise with teams and clients.
• Navigate complex structures for companies, trusts and charities.
• Ensure accuracy by reviewing documentation before handover.
• Keep client data updated in the CRM system.

Skills

Customer Service

Interpersonal Skills

Office Tools

Product Knowledge

Product Services

Sales

Sales Activities

Sales Support

Sales Systems

Teamwork

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Outlook

Job description

Job Description

RBC Private Wealth is looking for an Associate to join our client management team—a role that sits at the heart of what we do. You’ll be the go-to person supporting our Relationship Managers, ensuring every client interaction is seamless from day one. Think of yourself as the backbone of our onboarding process: you’ll handle new client setups, manage structure changes, keep client data current, and make sure all our compliance boxes are ticked. This is a chance to build real expertise in a fast-paced, client-focused environment where attention to detail genuinely matters.

RBC’s expectation is that you will work in the office 4 days in the office with some flexibility to work up to 1 day per week remotely.

What will you do?

• Elevate client experiences by supporting our Relationship Managers and ensuring smooth, compliant client onboarding that drives sustainable growth
• Review and verify all KYC documentation, RBC forms, and IRS paperwork—liaising with teams and clients to close any gaps
• Navigate complex structures for companies, trusts, and charities, managing change requests with precision
• Ensure accuracy and compliance by collating and reviewing documentation before handover to specialist teams
• Keep our systems sharp by updating client information in our CRM system accurately and promptly

What do you need to succeed?

Must-have

• Proven experience in client-facing or client service roles
• Strong KYC/CDD knowledge and understanding of company and trust structures
• Meticulous attention to detail—errors simply won’t cut it here
• Confident with Microsoft Word, Excel, PowerPoint, and Outlook; fast and accurate typist
• Excellent communication skills (written and verbal) and the ability to manage multiple priorities without dropping the ball

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.

• 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.

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

Additional Job Details

Address:

GASPÉ HOUSE, 66-72 ESPLANADE:SAINT HELIER

City:

Saint Helier

Country:

Jersey

Work hours/week:

36.25

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Application Deadline:

2026-11-12

Job Skills: Customer Service Management, Interpersonal Relationship Management, Office Tools, Product Knowledge, Product Services, Sales, Sales Activities, Sales Support, Sales Systems, Teamwork