Client Onboarding Specialist - Dublin Office

Royal Bank of Canada; Dublin; Hybrid; EUR 42,000 - 62,000; Full time

Job summary

Royal Bank of Canada in Ireland seeks aClient Onboarding Associate to support onboarding clients from start to finish. This role involves coordinating with Investment Managers, ensuring AML compliance, and updating systems to enable trading.

The position requires attention to detail and the ability to work with multiple internal and external stakeholders. The role is permanent, full-time with a Dublin office presence.

Qualifications

• Demonstrable experience of working efficiently and accurately with both internal and external systems.
• Demonstrable attention to detail, accuracy and numeracy.
• Clear and concise oral and written communication skills.
• Ability to prioritise workload and identify when support is needed.
• Ability to work on your own initiative and meet deadlines within restricted timescales.
• A flexible, reliable and collaborative approach that demonstrates RBC values.

Responsibilities

• Review new client account packs to ensure adherence to Brewin process and AML regulatory requirements.
• Liaise with Investment Managers to obtain accurate client information.
• Forward fully completed client account packs to Client Verification in Brewin UK to maintain an efficient account opening process.
• Update all relevant systems so that Investment Managers can commence trading for their clients.
• Communicate with clients where necessary.
• Support business development through the correct application of onboarding processes and procedures.
• Work closely with Investment Managers on all client matters, and liaise with Client Verification, Compliance and Financial Planning as required.
• Assist team members and support ad hoc projects as required.

Skills

Attention to detail

Numeracy

Clear communication

Prioritisation

Self-motivation

Collaboration

Education

QFA qualification (Nice-to-have)

Job description

Royal Bank of Canada in Ireland seeks aClient Onboarding Associate to support onboarding clients from start to finish. This role involves coordinating with Investment Managers, ensuring AML compliance, and updating systems to enable trading.

The position requires attention to detail and the ability to work with multiple internal and external stakeholders. The role is permanent, full-time with a Dublin office presence.