Senior Associate, Onboarding and Transition Management, Client Lifecycle Management (London)

RBC; London; On-site; GBP 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a dedicated individual to join their Onboarding and Transition Management team. In this role, you will facilitate client lifecycle events, ensuring seamless onboarding and offboarding processes for a diverse client base. You will work closely with various internal stakeholders, enhancing operational efficiencies while maintaining high standards of client communication. This position offers a dynamic environment where your contributions will directly impact the organization’s success. If you are proactive, detail-oriented, and thrive in a collaborative setting, this opportunity is perfect for you.

Benefits

Comprehensive Total Rewards Program

Flexible benefits

Competitive compensation

World-class training program

Opportunities for development

Dynamic work environment

Supportive leadership

Ability to make a lasting impact

Qualifications

• Proven experience in a diverse team within a fast-paced environment.
• Excellent communication and interpersonal skills are essential.
• Ability to multitask and work under pressure with attention to detail.

Responsibilities

• Manage onboarding and transition activities for client lifecycle events.
• Collaborate with internal teams and stakeholders to ensure smooth processes.
• Maintain client and security data in systems while mitigating risks.

Skills

Active Learning

Adaptability

Communication

Customer Service

Decision Making

Detail-Oriented

Group Problem Solving

Interpersonal Relationship Management

Product Services

Education

Degree educated or equivalent

Tools

MS Outlook

PowerPoint

Excel

Word

SharePoint

Concur

Salesforce

Workday

ADP

Microsoft Teams

WebEx

Job description

Job Summary

Job Description

What is the opportunity?

Join the team responsible for managing client lifecycle events for the institutional EMEA/APAC segregated client base. Facilitate onboarding, offboarding, and change management throughout the client relationship cycle. Manage RBC BlueBay’s pooled fund range and closed-ended funds across all asset classes.

What will you do?

1. Manage onboarding, offboarding, and transition activities for RBC BlueBay’s funds and mandates, collaborating with client-facing teams, internal stakeholders, and third parties.
2. Communicate clearly with clients regarding events and support models throughout their journey.
3. Coordinate with internal teams such as Investment Management, Client Directors, Sales, Product Development, Compliance, Legal, Risk, Operations, Fund Accounting, and IT to ensure timely and efficient client onboarding, fund launches, closures, and transitions.
4. Support the implementation of new workflows and tasks within ServiceNow.
5. Collaborate with team members and leadership to ensure comprehensive coverage and knowledge sharing.
6. Assist in daily operational responsibilities to improve team efficiency.
7. Stay informed on regulatory, market, and ESG developments impacting fund onboarding timelines.
8. Mitigate risks associated with client events proactively.
9. Maintain effective network management within RBC Global Asset Management globally.
10. Promote teamwork and strategic objectives across the firm.
11. Maintain accurate client and security data in systems.

What do you need to succeed?

Must have

• High performance standards and goal-oriented mindset.
• Integrity and adherence to RBC’s principles, policies, and client focus.
• Respect for obligations to clients and investors, ensuring fairness.
• Positive attitude, proactive engagement, and professionalism under pressure.
• Strong relationship-building and effective communication skills.
• Creative problem-solving abilities.
• Adaptability to change and continuous learning.
• Experience working in diverse, fast-paced environments.
• Excellent interpersonal skills and organizational abilities.
• Discretion with confidential information.
• Proficiency in MS Outlook, PowerPoint, Excel, Word; familiarity with SharePoint, Concur, Salesforce, Workday, ADP, Teams, WebEx is desirable.

Nice to have

• Degree or equivalent qualification.
• Second European language proficiency is advantageous.

What is in it for you?

• Comprehensive benefits, bonuses, and competitive compensation.
• Leadership support for your development.
• Opportunities to work with industry experts.
• Meaningful impact and contribution.
• Dynamic, collaborative, and high-performing team environment.
• World-class training in financial services.