Client Onboarding & Transition Lead (Hybrid)

Royal Bank of Canada; Greater London; On-site; GBP 90,000 - 120,000; Full time

Job summary

Royal Bank of Canada in London is seeking a Senior Associate to lead onboarding and transition management within Client Lifecycle Management. You will coordinate onboarding, offboarding and transitions for RBC BlueBay's pooled funds and mandates, acting as central contact across internal teams and external partners.

In this role, you will work with Product Development, Investment teams, Legal, Fund Accounting, IT and Compliance to deliver requirements, while exploring workflow automation and

Qualifications

• Experience working with clients face-to-face and managing multiple deliverables.
• Strong organizational skills with ability to handle several tasks simultaneously.
• Interest in asset management and ESG.
• Excellent verbal and written communication with strong attention to detail.
• Ability to adapt communication style to audience and explain issues clearly.
• Willingness to collaborate and share information within a team.

Responsibilities

• Coordinate onboarding, offboarding and transition activities across client lifecycle management.
• Manage coordination of internal and external stakeholders through the onboarding journey.
• Serve as the central point of contact for client onboarding requests.
• Identify and propose workflow automation opportunities to speed onboarding.
• Collaborate with Product Development, Investment teams, Legal, Fund Accounting, Operations, IT, and Compliance.
• Maintain client communications throughout the onboarding journey and ensure regulatory awareness.

Skills

Client-facing experience

Organizational skills

Excellent communication

Attention to detail

Adaptability

Team collaboration

Investment industry experience

Equities knowledge

Fixed income knowledge

Tools

Service Now

Job description

Royal Bank of Canada in London is seeking a Senior Associate to lead onboarding and transition management within Client Lifecycle Management. You will coordinate onboarding, offboarding and transitions for RBC BlueBay's pooled funds and mandates, acting as central contact across internal teams and external partners.

In this role, you will work with Product Development, Investment teams, Legal, Fund Accounting, IT and Compliance to deliver requirements, while exploring workflow automation and