Senior Associate, Onboarding & Transition (Hybrid)

RBC; Greater London; Hybrid; GBP 65,000 - 90,000; Full time

Job summary

RBC is hiring a Senior Associate for Onboarding and Transition Management in London. You will coordinate onboarding, off-boarding and transitions for RBC BlueBay funds and mandates, acting as a central point of contact for clients and stakeholders while working across Product, Investments and Compliance to deliver required outcomes.

You will leverage Service Now and in-house workflow tools to automate processes, improve efficiency, and scale onboarding.

Qualifications

• 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 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 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

Responsibilities

• Coordinate onboarding, off-boarding and transition activity for RBC BlueBay funds and mandates.
• Coordinate stakeholders across onboarding journey with internal and external partners.
• Act as central point of contact for key onboarding deliverables and client requests.
• Identify and implement workflow automation to speed onboarding.
• Coordinate with Product, Investments, Manco and infrastructure teams (Legal, Fund Accounting, Ops, IT, Compliance).
• Assist in managing client communications during onboarding.
• Represent the team professionally and build relationships with internal and external parties.
• Maintain awareness of processes, controls and regulatory changes.
• Ensure full coverage of each event and foster knowledge sharing.
• Proficiency in Service Now for onboarding/offboarding/transition.
• Build and maintain relationships with external service providers.
• Support policy and procedure documents for reporting obligations.

Skills

Active Learning

Adaptability

Critical Thinking

Customer Service

Decision Making

Detail-Oriented

Group Problem Solving

Interpersonal Relationship Management

Product Services

Time Management

Service Now

Tools

Service Now

Job description

RBC is hiring a Senior Associate for Onboarding and Transition Management in London. You will coordinate onboarding, off-boarding and transitions for RBC BlueBay funds and mandates, acting as a central point of contact for clients and stakeholders while working across Product, Investments and Compliance to deliver required outcomes.

You will leverage Service Now and in-house workflow tools to automate processes, improve efficiency, and scale onboarding.