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We have an exciting opportunity for a Senior Administrator to join the Client Services Support team in one of our offices across the UK and Channel Islands. The successful candidate will provide advice in respect of client lifecycle management processes and in respect of the Wealth Management Europe (WME) Client Due Diligence Policy requirements to minimise error rejection rates and ensure a seamless client lifecycle management experience for clients. Client Service Support plays a crucial role in meeting WME core strategic objectives ensuring the end-to-end delivery of unrivalled client experience and best in class delivery of multiple solutions. The primary purpose of Client Services Support is to drive 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.
Job Responsibility:
Supports Senior Associates in being 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
Review client lifecycle cases adhering to the relevant regulatory, compliance and business requirements
Partner with Senior Associates for further guidance in respect of client review lifecycle cases for complex structures
Supports Senior Associates by being a Subject Matter Expert providing advice, training and ongoing coaching to the Private Wealth 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
Liaise effectively with key stakeholders including Private Wealth, 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 as appropriate
Support continuous process improvement to ensure alignment with any changes to the operating model and/or regulatory environment
Support Senior Associates with providing guidance to stakeholders in respect of exception documentation and approval processes
ensure all exceptions are documented, tracked and monitored
Provide input and support to all relevant project and initiatives
Provide general administrative support to Client Services Support Management including production of Management Information (MI), creation of presentation decks etc.
Requirements:
Proven experience within the banking/financial services industry
Good knowledge of client due diligence, KYC and AML compliance
Ability to assist in managing stakeholder expectations and handle conflict
Takes ownership of work quality, ensuring high standards and accountability for outcomes from start to finish
Ability to prioritise and make decisions in a fast paced environment
Thrives in a role where client service and impact really matters
Good analytical skills and attention to detail
Works collaboratively with colleagues and adapts quickly to changing priorities
Strong written and verbal communication skills in English required for client communications (Internal and external)
Nice to have:
Existing knowledge of RBC conduct, culture and values
What we offer:
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