Client Administrative Services Associate

0000050471 RBC Europe Limited; City of Edinburgh; On-site; GBP 60,000 - 80,000; Full time

Job summary

A major financial institution in the UK seeks a Client Administrative Services Associate to support client reallocation processes, manage bereavement services, and ensure quality assurance. Ideal candidates will have strong risk understanding, numerical skills, and MS Office proficiency. This full-time position offers opportunity for professional growth within a dynamic team.

Benefits

Professional development opportunities

Dynamic and collaborative team environment

Flexible working arrangements

Qualifications

• Strong understanding of Risk.
• Proven experience working within a similar industry.
• Good numerical skills.
• Strong MS Office skills (Word, Excel, PowerPoint).
• Meticulous attention to detail.

Responsibilities

• Carry out client call backs and direct client emails.
• Support the central Client reallocation process.
• Manage the bereavement process.
• Ensure operational events are logged correctly.
• Produce support material for data remediation projects.
• Contribute updates on CFT Teams Calls.
• Deliver automated workflow solutions.
• Analyze business data and MI.

Skills

Strong understanding of Risk

Good numerical skills

Strong MS Office skills

Meticulous attention to detail

Organized and focused

Empathetic communication

Flexibility to travel

Education

Experience in similar industry

Job description

Job Description

What is the Opportunity? We have an excellent opportunity for a Client Administrative Services Associate to join the Chief Administrative Office (CAO). The successful candidate can be based within a commutable distance to any of the RBC Brewin Dolphin office network. You will report to the Client Administrative Services Senior Manager and act as a key point of contact for both clients and client facing teams (CFT). Responsibilities within the team include but are not limited to the completion of tasks related to regional client reallocation, regulatory client call backs, W-8 BEN renewals, managing bereavement services, fee anomalies and CFT operating events. You will work in partnership with colleagues across various areas of the business such as Compliance, Risk, Tax and Operations to support CFTs and build strong relationships to deliver good client outcomes with a focus on consumer support / Consumer Duty. The successful candidate will be skilled at analysing data, have strong organisational and communication skills with the ability to influence stakeholders where necessary.

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?

• Carry out client call backs / direct client emails, relating to change of bank details, queries relating to the W8-BEN form process.
• Support the central Client reallocation process for CP leavers across the branch network, being the main point of contact, liaising with CFT, Operations and IT, escalating queries to Senior Managers across branches and CAO.
• Manage the bereavement process / redesign the bereavement process.
• Manage operational event process (below the RBC reportable threshold). This includes ensuring operating events are correctly logged, performing quality assurance and working events through to completion while handling escalations through to resolution.
• Produce CFT support material for data remediation projects such as CP Leavers underlying client data and MI to track progress throughout each reallocation and W Form completion rates.
• Contribute with appropriate updates on CFT Teams Calls, CFT Teams Chats, office / regional calls to update on Reallocation of clients, regulatory findings / breaches.
• Deliver automated / semi‑automated workflow solutions to optimise the end‑to‑end process.
• Work closely with wider CAO teams (i.e. Business Engagement / First Line Due Diligence / Process Architecture) and partner with the business to identify and triage issues limiting business productivity, efficiency and overall performance.
• Analyse business data and MI, constructing summary reports as required for meetings (forums / committees).
• Attend refresher training throughout the year to support the regulatory changes within processes.
• Work with the Head of the team and CAO Business Engagement team to ensure offices have the resources & support needed to embed changes within the branch network.
• Facilitate the implementation / adoption of other centrally‑driven projects and initiatives, feeding back constructive challenges from CFTs where appropriate.

What do you need to succeed?

Must‑have

• Strong understanding of Risk.
• Proven experience working within a similar industry – we are happy to review applications from candidates working at both Associate and Senior Associate levels depending on experience.
• Good numerical skills.
• Strong MS Office skills (Word, Excel, PowerPoint).
• Meticulous attention to detail, taking pride in high quality output.
• Well organised and focused.
• Empathetic and able to communicate with colleagues across all levels and functions.
• Flexibility to travel across RBC Brewin Dolphin’s office network, as needed.

Nice‑to‑have

• Experience in wealth management, though broader financial services or related industry is equally transferable.

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.

Inclusion and Equal Opportunity Employment

At 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.

Address: 12 SMITHFIELD STREET, LONDON, United Kingdom

Work hours / week: 35

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Salaried

Posted Date: 2025-11-25

Application Deadline: 2025-12-09