Senior Associate, Client Services Support (12 month fixed term contract)

TN United Kingdom; London; On-site; GBP 30,000 - 60,000; Full time

Job summary

An established industry player is seeking a Senior Associate for Client Services Support in London. This role is pivotal in enhancing the client lifecycle management experience, ensuring compliance with regulatory standards. You'll be the go-to expert for client due diligence, providing guidance and support to various teams while fostering a collaborative environment. The position offers a unique opportunity to make a significant impact in a dynamic team, with comprehensive training and a commitment to your professional growth. Join a forward-thinking organization that values innovation, diversity, and community engagement.

Benefits

Comprehensive Total Rewards Program

Flexible Benefits

Competitive Compensation

World-class Training Program

Opportunities for Development

Flexible Working Options

Qualifications

• Strong analytical skills and attention to detail are essential.
• Experience in client due diligence and regulatory compliance required.

Responsibilities

• Act as primary contact for client due diligence queries.
• Review client lifecycle cases adhering to regulatory requirements.
• Provide coaching and support to Senior Officers.

Skills

Stakeholder Management

Communication

Analytical Skills

Client Centricity

Critical Thinking

Negotiation Skills

Education

Experience in Banking/Financial Services

Understanding of KYC and AML Compliance

Job description

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Senior Associate, Client Services Support (12 month fixed term contract), London

Client:

0000050411 Jersey branch of Royal Bank of Canada (Channel Islands) Limited

Location:

London, United Kingdom

Job Category:

Customer Service

EU work permit required:

Yes

Job Reference:

33d211f07ea6

Job Views:

40

Posted:

11.04.2025

Expiry Date:

26.05.2025

Job Description:

What is the opportunity? You will be a member of the Client Lifecycle Management Team and support the team with providing guidance and support in respect of all new and existing client lifecycle management requests. The team provides advice in respect of client lifecycle management processes and in respect of the WME Client Due Diligence Policy requirements to ensure a seamless client lifecycle management experience for clients. Full training and support will be provided. Client Services Support plays a crucial role in meeting Wealth Management Europe (WME) core strategic objectives ensuring the end-to-end delivery of unrivalled client experience and best in class delivery of multiple solutions. Client Services Support drives the efficiency and consistency of standards and controls for Client Lifecycle Management including Client Qualification, Client Onboarding, Changes to Control, Ownership & Benefit and Periodic AML reviews in multiple jurisdictions.

What will you do?

1. Act as the primary point of contact for all client due diligence queries, providing advice and guidance in relation to client lifecycle documentation and client due diligence.
2. Review client lifecycle cases for all legal entity types adhering to the relevant regulatory, compliance and business requirements.
3. Provide coaching and support to Senior Officers in the review of client lifecycle cases for complex structures.
4. Act as Subject Matter Expert providing advice, training and ongoing coaching to the Sale & Relationship Management (S&RM) teams in respect of client lifecycle management and the relevant RBC related policies and procedures including AML, KYC and Client Due Diligence, Source of Wealth and Country Connectivity.
5. Liaise effectively with key stakeholders including Sales & Relationship Management, Private Client Fiduciary Services, AML Compliance, Product teams, Tax Risk Management and Data management to remove obstacles impacting client lifecycle management while balancing the need for quality and adherence to regulatory compliance and escalating to Senior Management.
6. Support continuous process improvement to ensure alignment with any changes to the operating model and/or regulatory environment.
7. Provide guidance in respect of exception documentation and approval processes; ensure all exceptions are documented, tracked, and monitored.
8. Provide input and support to all relevant project and initiatives.
9. Production of general administrative support to CSS Management including production of MI, creation of presentation decks etc.

What do you need to succeed?

Must-have:

1. Ability to manage stakeholder expectations and handle conflict, displaying good communication, influencing and negotiating skills.
2. Good sense of accountability and ownership over quality.
3. Ability to prioritise and make decisions in a fast-paced environment.
4. Client focused and team player.
5. Good analytical skills and attention to detail.
6. Must have a flexible approach and be a team player.
7. Good command of English.

Nice-to-have:

1. Collaborative and consultative approach.
2. Ability to make decisions and use initiative.
3. Experience within the banking/financial services industry.
4. Strong understanding and experience of client due diligence, KYC, AML Compliance and regulatory requirements.
5. Strong understanding of control requirements.
6. Understand and embrace RBC's collective ambition, vision and strategic direction and demonstrate behaviors that support RBC's values and culture of ‘Doing What’s Right’.

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.

1. A comprehensive Total Rewards Program including bonuses, flexible benefits and competitive compensation.
2. Leaders who support your development through coaching and managing opportunities.
3. Opportunities to work with the best in the field.
4. Ability to make a difference and lasting impact.
5. Work in a dynamic, collaborative, progressive, and high-performing team.
6. A world-class training program in financial services.
7. Flexible working options fully supported.

Job Skills: Adaptability, Business Development, Client Centricity, Communication, Critical Thinking, Curiosity, Financial Acumen, Practice Management.

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: Contract (Fixed Term)

Pay Type: Salaried

Posted Date: 2024-05-30

Application Deadline: 2024-06-15

Inclusion 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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