Senior Associate, Onboarding and Transition Management, Client Lifecycle Management

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

Job Description

What is the Opportunity?

Senior Associate, Onboarding and Transition Management, Client Lifecycle Management.

This is a permanent, full-time role with 4 days in the office - perfect for someone who thrives in a flexible, relationship-driven environment.

What will you do?

Work in collaboration with immediate team in co-ordination and support of the client On-Boarding, off-boarding and transitional activity of RBC BlueBay's pooled funds, Segregated mandates, and CLOS.

Manage co-ordination of all stakeholders, internal & external through the clients on boarding journey, partnering with various groups across the firm and external parties.

Working closely with colleagues and clients on the key deliverables and being the central point of contact manage their requests.

Working with immediate team, manager and business stakeholders to present ideas and identify areas of workflow process automation, delivering scale to the team, using in house workflow tools and AI where appropriate and relevant to speed up the onboarding journey across the business for our clients.

Work closely with all key internal stakeholders: Product Development, Investment teams, Manco as well as co-ordinate infrastructure teams e.g. Legal, Fund Accounting, Operations, IT, Compliance to manage delivery of the agreed requirements.

Assist in managing client communications throughout the onboarding journey with input from immediate team colleagues and Client facing teams where appropriate.

Represent the team and department in a professional, collaborative, manner, developing good working relationships with all internal and external parties.

Maintain awareness of internal team processes and controls as well as the changing regulatory environment.

Work closely with immediate team to ensure full coverage of each event and ensure knowledge is shared in an environment of constant improvement.

Proficiency in Service Now workflow tool for all onboarding, offboarding and transition related events.

Build and maintain strong relationships with external service and system providers .

Support the design, maintenance and update of policy and procedure documents for all reporting obligations to meet audit requirements

What do you need to succeed?

• Must-have
• Experience working with clients on a face-to-face basis
• Strong organisation skills, with experience in managing multiple deliverables at any one time
• Desire to build a career in asset management with focus on expanding knowledge of ESG
• Excellent verbal and written communications skills and strong attention to detail.
• Skills to adapt style of communication for the current audience to successfully articulate issues clearly and logically.
• Establishes and maintains good relationships and works effectively and cooperatively with others. Communicates constructively, engages others positively and readily shares information and ideas
• Capacity to grasp new concepts/information quickly and adapt to changing work situations, as well as a positive 'can do' attitude.
• Works in a collegiate fashion sharing information with, and learning from, others within the team to develop and constantly improve the best practices of the team
• Experience working in the investment industry.
• Good working knowledge of equities and fixed income
• Nice to have
• Has an understanding of fund structures: UCITS, Closed End, Cayman Trusts, Managed account's
• Understand legal contracts such as Investment Management Agreements, Guidelines, operating memorandums, service level agreements and the negotiation requirements
• Has an understanding of the purpose of legal trading agreements: ISDA, GMRA, Clearing Agreements
• Strong interest in ESG/sustainability matters is preferred

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.

Agency Notice

RBC Group does not accept agency resumés. Please do not forward resumés to our employees, nor any other company location. RBC Group only pay fees to agencies where they have entered into a prior agreement to do so and in any event do not pay fees related to unsolicited resumés. Please contact the Recruitment function for additional details.

Job Skills

• Active Learning
• Adaptability
• Critical Thinking
• Customer Service
• Decision Making
• Detail-Oriented
• Group Problem Solving
• Interpersonal Relationship Management
• Product Services
• Time Management

Additional Job Details

Address: 100 BISHOPSGATE

City: London

Country: United Kingdom

Work hours/week: 35