Senior Associate, Onboarding and Transition Management, Client Lifecycle Management (London) | [...]

Royal Bank of Canada; London; On-site; GBP 50,000 - 70,000; Full time

Job summary

A leading financial institution is seeking a Senior Associate to manage client onboarding and transition management for their institutional clients. The role involves collaboration with various internal teams to ensure smooth client lifecycle events and compliance with regulations. The ideal candidate will have strong communication skills, a proactive attitude, and the ability to work under pressure while maintaining high standards of performance.

Benefits

Comprehensive Total Rewards Program

Flexible benefits

Competitive compensation

World-class training program

Qualifications

• Proven experience in a diverse team in a fast-paced environment.
• Excellent communication and interpersonal skills.
• Must be highly reliable and professional.

Responsibilities

• Manage onboarding and transition activities for RBC BlueBay's funds.
• Collaborate with internal teams and stakeholders.
• Ensure effective communication with clients regarding their journey.

Skills

Active Learning

Adaptability

Communication

Customer Service

Decision Making

Detail-Oriented

Group Problem Solving

Interpersonal Relationship Management

Product Services

Education

Degree

Tools

MS Outlook

PowerPoint

Excel

Word

SharePoint

Salesforce

Workday

ADP

Microsoft Teams

WebEx

Job description

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

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

Royal Bank of Canada London, United Kingdom

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

Job Summary

Job Description

What is the opportunity?

Working within the team responsible for managing client lifecycle events for the institutional EMEA/APAC segregated client base. To facilitate the on-and off-boarding and change management events throughout the relationship cycle with our segregated clients. To manage the on-and off-boarding of RBC BlueBay's pooled fund range and closed ended funds across all asset classes.

What will you do?

• Working in the Onboarding and Transition Management function within EMEA and APAC Business development
• Responsible for managing delivery of On-Boarding, off-boarding and transition activity of RBC BlueBay's pooled funds, closed end products and segregated mandates including ensuring effective collaboration with client facing teams and internal business stakeholders and well as client appointed third parties
• Key responsibilities to ensure clients are provided with clear communication in relation to the events and support model for their client journey
• Work closely with key internal stakeholders: Investment Management teams, Client Directors, Sales, Product Development, and co-ordinate infrastructure teams e.g. Compliance, Legal, Risk, Operations, Fund Accounting, IT to manage client onboarding, fund/mandate launches, closures, and transition events in a timely and efficient manner
• Working collaboratively with internal teams, supporting & coordinating changes for new Service Now workflow and task implementation
• Work closely with direct team members as well as Director, Onboarding and Transition Management to ensure full coverage of each event and ensure knowledge is shared in an environment of constant improvement
• Support management as required in BAU responsibilities to continue increasing the teams operating efficiencies
• Demonstrate awareness of new regulatory & market changes including ESG. Identify common goals and how this may impact Fund onboarding timelines.
• Proactively works to ensure we are collectively mitigating risks associated with fund/mandate launches, closures, and transition events through the client journey
• Maintaining an effective network management within RBC Global Asset Management globally
• Co-operating with colleagues across the firm and promotes successful team performance in line with strategic objectives
• Maintaining client and security data in systems

What do you need to succeed?

Must have

• Sets high standards of performance for self and strives to meet challenging objectives.
• Acts with integrity and within both the spirit and the letter of RBC's principles, policies and procedures. Considers own role within the commercial context and focuses on the client.
• Respects obligations to internal and external clients and investors and treat clients fairly.
• Displays a positive and energetic attitude, gets involved and proactively seeks out opportunities to advance the business.
• Consistently displays a 'can-do' attitude, perseveres in the face of setbacks and remains calm and professional under pressure.
• Establishes and maintains good relationships and works effectively and cooperatively with others.
• Communicates constructively, engages others positively and readily shares information and ideas.
• Seeks out insightful, smart ideas to raise personal and team standards.
• Demonstrates the ability to think creatively to find solutions.
• Responds quickly and positively to change and maintains effectiveness when experiencing change.
• Invests time in learning new skills and gaining new experience.
• Proven experience of working within a diverse team in a fast-paced deadline driven environment.
• Excellent communication and inter-personal skills.
• The ideal candidate will be enthusiastic, can multitask and work under pressure, have the highest attention to detail and have strong organizational skills.
• Treats confidential/personal information with the highest level of discretion.
• Must be highly reliable and extremely professional.
• Must be proficient: in MS Outlook, PowerPoint, Excel, and Word. Willing to embrace new technology.
• Desirable: Experience with SharePoint, Concur, Salesforce, Workday, ADP, Microsoft Teams & WebEx.

Nice to have

• Degree educated or equivalent is preferred.
• Second European language advantageous

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.

• A comprehensive Total Rewards Program including bonuses, flexible benefits and competitive compensation
• 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
• A world-class training program in financial services

Job Skills
Active Learning, Adaptability, Communication, Customer Service, Decision Making, Detail-Oriented, Group Problem Solving, Interpersonal Relationship Management, Product Services

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:

2025-05-08

Application Deadline:

2025-05-22
Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

I nclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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