Senior Associate, Client Management

0000050471 RBC Europe Limited; London; On-site; GBP 55,000 - 85,000; Full time

Job summary

A leading company in Wealth Management is seeking a Senior Associate for Client Management in London. The role involves providing exceptional service and support to clients, facilitating investment strategies, and ensuring compliance in client dealings. It offers a dynamic work environment with opportunities for growth and professional development.

Benefits

Flexible working and hybrid options

Supportive leadership for professional development

Collaborative and high-performing team environment

Qualifications

• Proven experience in Associate roles or similar.
• Effective communication skills, both in person and virtually.
• Desire to continue professional development.

Responsibilities

• Deliver an unrivaled client experience and support in revenue generation.
• Provide expert support within the client team as point of contact.
• Ensure compliance with internal policies and regulatory requirements.

Skills

Communication

Critical Thinking

Customer Service

Detail-Oriented

Group Problem Solving

Results-Oriented

Taking Initiative

Job description

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Senior Associate, Client Management, London

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Client:

0000050471 RBC Europe Limited

Location:

London, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

85473176c4f4

Job Views:

4

Posted:

02.06.2025

Expiry Date:

17.07.2025

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Job Description:

Job Description

Job Description

What is the opportunity? Your main responsibility as a Senior Associate within the RBC team will be providing excellent service to clients in order to support their Client Team in the development of profitable new business for Wealth Management International (WM-I) and the wider RBC organization, whilst retaining AUM/Revenue for WM-I.The Senior Associate will be responsible for supporting the Client Management Director/Associate Directors to deliver on projects and initiatives as required. What will you do? Deliver an unrivalled client experience and support RMs in delivering new and sustainable revenues for WM-I in line with the S&RM Sales Methodology

Provide full expert support within the client team by acting as a point of contact to clients.

Assist in the planning/implementing of investments and other service offerings and the day-to-day functional/administrative support of the clients’ portfolios.

Overseeing the coordination of investment dealing, banking and administration requirements.

Committed support and awareness of the S&RM (Sales & Relationship Management) Sales Methodology throughout the lifecycle of the client relationship, including knowledge and awareness of the fundamentals of how S&RM does business, goes to market/prospects.

Drive to be the first line of defence relating to the activities detailed in the Relationship Manager and Associate Accountability and Responsibility matrix, ensuring any associated requests are dealt with in a compliant manner.

Establish yourself as a point of escalation to resolve issues where required and escalating and reporting all risk events and near misses immediately.

Adhering to all internal policies and procedures as well as regulatory requirements on a day-to-day basis to ensure business requirements are always met as part of the Culture of Excellence.

What do you need to succeed? Must-have

Proven experience in Associate roles or similar.

Effective communication, both in person and virtually.

Desire to continue professional development (Active learning by attending seminars, in-house lunches and learning sessions).

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.

Flexible working and hybrid options fully supported.

Job Skills Communication, Critical Thinking, Customer Knowledge, Customer Service, Detail-Oriented, Group Problem Solving, Knowledge Organization, Results-Oriented, Taking Initiative Additional Job Details

Address:

100 BISHOPSGATE:LONDON

City:

London

Country:

United Kingdom

Work hours/week:

35

Employment Type:

Full time

Platform:

Wealth Management

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2024-05-30

Application Deadline:

2024-06-14

I nclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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