Senior Associate, Client Services Support

1 month ago

Saint Helier, United Kingdom Royal Bank of Canada Full time

Come Work with Us

At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.

Whether you're helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.

Job Title

Senior Associate, Client Services Support (Jersey)

Job Description

What is the opportunity?

Client Services Support plays a crucial role in meeting Wealth Management International (WMI) core strategic objectives ensuring the end-to-end delivery of unrivalled client experience and best in class delivery of multiple solutions. Client Services Support drives 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. The individual will be a member of the Client Lifecycle Management Team. This team is the primary contact for Sales & Relationship Management teams providing guidance and support in respect of all new and existing client lifecycle management requests. The individual will provide advice in respect of client lifecycle management processes and in respect of the WMI Client Due Diligence Policy requirements to minimise error rejection rates and ensure a seamless client lifecycle management experience for clients.

What will you do?

  • Act as 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 for all legal entity types adhering to the relevant regulatory, compliance and business requirements
  • Provide coaching and support to Senior Officers in the review of client lifecycle cases for complex structures
  • Act as Subject Matter Expert providing advice, training and ongoing coaching to the Sale & Relationship Management (S&RM) 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 Sales & Relationship Management, Private Client Fiduciary Services, 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 & provide input and support to all relevant project and initiatives
  • Provide guidance in respect of exception documentation and approval processes; ensure all exceptions are documented, tracked and monitored

What do you need to succeed?

Must-have

  • Proven experience within the banking/financial services industry with a good understanding and experience of client due diligence, KYC and AML compliance
  • Ability to manage stakeholder expectations and handle conflict
  • Strong sense of accountability and ownership over quality
  • Ability to prioritise and make decisions in a fast paced environment
  • Client focused
  • Strong analytical skills and attention to detail
  • Must have a flexible approach and be a team player.
  • Good command of English and attention to detail.

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
  • Flexible working options fully supported.

Job Summary

Address:

Saint Helier, Jersey

City:

JEY-ST_HELIER-SAINT HELIER

Country:

Jersey

Work hours/week:

36.25

Employment Type:

Full time

Platform:

Wealth Management

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

Application Deadline:

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at

  • Senior Officer, Client Services Support

    3 weeks ago

    Saint Helier, United Kingdom Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** You will be a member of the Client Lifecycle Management Team and support the team with providing guidance and support in respect of all new and existing client lifecycle management requests. The team provide advice in respect of client lifecycle management processes and in respect of the WME Client Due Diligence...

  • Senior Officer, Client Services Support

    3 weeks ago

    Saint Helier, United Kingdom Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** You will be a member of the Client Lifecycle Management Team and support the team with providing guidance and support in respect of all new and existing client lifecycle management requests. The team provide advice in respect of client lifecycle management processes and in respect of the WME Client Due Diligence...

  • Senior Officer, Client Services Support

    2 weeks ago

    Saint Helier, United Kingdom Royal Bank of Canada Full time

    Job SummaryWhat is the opportunity?You will be a member of the Client Lifecycle Management Team and support the team with providing guidance and support in respect of all new and existing client lifecycle management requests. The team provide advice in respect of client lifecycle management processes and in respect of the WME Client Due Diligence Policy...

  • Client Service Support Officer

    2 weeks ago

    Saint Helier, United Kingdom Citi Full time

    Job Purpose:- A Client Service Manager will provide excellent client service in partnership with the Sales, Operations and controls functions.Undertake proactive welcome call programme to ensure clients onboarding journey, funding etc is completed:- Manage the day-to-day administrative needs of clients to ensure timely execution of transactions and to...

  • Associate, Client Management Team

    1 month ago

    Saint Helier, United Kingdom Royal Bank of Canada Full time

    Come Work with UsAt RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.Whether you're helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that...

  • Senior Officer-client Data Services

    2 weeks ago

    Saint Helier, United Kingdom Royal Bank of Canada Full time

    Come Work with UsAt RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.Whether you're helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that...

  • Senior Associate, Client Services Support

    4 weeks ago

    St. Helier, United Kingdom Royal Bank of Canada Full time

    Come Work with Us! At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you're helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that...

  • Associate, Client Management Team

    2 weeks ago

    Saint Helier, United Kingdom Royal Bank of Canada Full time

    Come Work with UsAt RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.Whether you're helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that...

  • Officer/senior Officer

    3 weeks ago

    Saint Helier, United Kingdom Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** You will be a member of the Client Services Support - Cash Bookkeeping Team. This team provides guidance and support in respect of all new and existing bank accounts, minimizes error rejection rates and ensures a seamless client lifecycle management experience for clients. Client Services Support plays a...

  • Senior Client Officer

    2 weeks ago

    Saint Helier, United Kingdom LRI Invest S.A. Full time

    Location: St. Helier, JerseyDate Posted: Feb 27, 2023DescriptionDepartment: Corporate ServicesEmployment Type: Permanent, Full TimeSummary of roleYou will be a member of a team within our corporate services group that specialises in the provision of corporate services to regulated funds and fund services business clients, including funds listed on the...

  • Associate, Client Management Team

    3 weeks ago

    Saint Helier, United Kingdom Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** During this 12 month contract/Secondment you will assist/support the Associates in the Client Management Team to provide excellent service to clients in order to support with the development of profitable new business for Wealth Management - Europe (WM-E) and the wider RBC organization, whilst retaining AUM /...

  • Associate Director

    1 month ago

    Saint-Helier, United Kingdom Apex Group Full time

    Residency5 years residency NOT requiredEmployerApex GroupClosing date02 April 2024Reference55728ContractPermanentHoursFull TimeSalaryNegotiableApex Group has an exciting opportunity for an experienced Associate Director. As an Associate Director, you will support Line Managers in delivering the operational service to clients. In your first few weeks in this...

  • Associate Director

    1 month ago

    Saint-Helier, United Kingdom Apex Group Full time

    Residency5 years residency NOT requiredEmployerApex GroupClosing date02 April 2024Reference55722ContractPermanentHoursFull TimeSalaryNegotiableThe Associate Director will support the business in the delivery of the operational & administration service to their clients. This is a varied role which will involve promoting & supporting the aims of the company &...

  • Banking and Finance Senior Associate

    2 weeks ago

    Saint Helier, United Kingdom Walkers Global Full time

    THE FIRMWalkers is a leading international law and professional services firm providing legal, corporate and fiduciary services to global corporations, financial institutions, capital market participants and investment fund managers. With a global presence spanning the Americas, Europe, the Middle East and Asia, we advise on the jurisdictions of Bermuda, the...

  • Senior Associate

    2 weeks ago

    Saint Helier, United Kingdom Royal Bank of Canada Full time

    Come Work with UsAt RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.Whether you're helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that...

  • Director, Client Accounting

    3 weeks ago

    Saint Helier, United Kingdom IQ EQ Administration Services (UK) Ltd Full time

    **Department**: Private Wealth **Reports to**: Head of Private Wealth **Responsibilities**: Overall responsibility for leading the Client Accounting function in Guernsey in relation to the outsourced model, managing smooth interactions between the Private Wealth administration teams and the outsourced remote team. **Tasks**: - Providing close team and...

  • Director, Private Clients

    2 months ago

    Saint Helier, United Kingdom CSC Full time

    The position To act as Client Director on Private Client cases, providing fiduciary services in accordance with the relevant Client Services Agreements and the various laws and regulations pertaining to the Group's Guernsey regulatory licences. The key responsibilities for the role are noted below and as Director, Private Clients you will also be expected...

  • Senior Client Officer

    2 weeks ago

    Saint Helier, United Kingdom LRI Invest S.A. Full time

    Location: St. Helier, JerseyDate Posted: Feb 27, 2023DescriptionDepartment: Private Clients & Family OfficeEmployment Type: Permanent, Full TimeRole & Key Responsibilities:To provide trust and company administration services, including proactive client contact in a professional manner and in accordance with regulatory requirements, service levels and company...

  • Associate Director

    2 weeks ago

    Saint Helier, United Kingdom RBS International Full time

    Our people work differently depending on their jobs and needs. From hybrid working to flexible hours, we have plenty of options that help our people to thrive.This role is based in Jersey and as such all normal working days must be carried out in Jersey.Join us as an Associate Director Join our Institutional Banking Coverage team in Jersey where you'll...

  • Client Services Executive

    2 weeks ago

    Saint Helier, United Kingdom Flagstone Group LTD Full time

    **Who is Flagstone International?** Flagstone International is a Jersey based FinTech offering online cash deposits and FX services with in-flight plans to extend our current services. We are reinventing how individuals, and corporates/entities including Trusts and Captives manage, protect, and grow their cash. We are a diverse group of people, bound by a...