Current jobs related to Associate - Client Onboarding, Client Management - Saint Helier - Royal Bank of Canada

  • Client Onboarding Officer

    1 week ago

    St Helier, United Kingdom Maples Group - Legal Services Full time

    OVERVIEW The Maples Group is a standard bearer in financial and legal services, trusted by many of the world’s largest hedge fund managers, private equity firms and international corporations. Our distinction flows from our carefully curated team: 2,500+ professionals characterised by tenacity, ethics and exacting excellence. Operating in key financial...

  • Director, Client Accounting

    1 week 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...

  • Client Services Executive

    1 week 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...

  • School Leaver Trainee

    2 weeks ago

    Saint Helier, United Kingdom Brewin Dolphin Full time

    **Job Summary** An exciting opportunity to launch your career working in the Trust department at RBC. Initially you will be on an 16 month rotational programme through 4 of the main Trust areas. You will be part of an engaging department with a culture of excellence and employee wellbeing that will support you as you start your career. After successful...

  • Associate Director, Fiduciary Management

    1 week 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...

  • Senior Onboarding Executive

    1 week 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...

  • Fund Accounting Manager

    14 hours ago

    Saint Helier, United Kingdom BNP Paribas Full time

    MAIN JOB PURPOSE:To be responsible for the set-up / on-boarding and subsequent ongoing accounting of Private Capital funds, ensuring that they are fully compliant with relevant legal and regulatory requirements, fund documentation and applicable accounting standards.To be a Private Capital specialist for the Fund Services business and be responsible for the...

  • Associate Director

    2 weeks ago

    Saint Helier, United Kingdom Apex Group Full time £40,000 - £80,000 per year

    The Apex Group was established in Bermuda in 2003 and is now one of the world's largest fund administration and middle office solutions providers.Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully...

  • Associate Director

    4 days ago

    Saint Helier, United Kingdom Apex Group Full time £40,000 - £120,000 per year

    The Apex Group was established in Bermuda in 2003 and is now one of the world's largest fund administration and middle office solutions providers.Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully...

  • Senior Associate

    6 days ago

    Saint Helier, United Kingdom Kroll Full time £35,000 - £60,000 per year

    DescriptionWe are looking for a Senior Associate to support our Regulatory Consulting team in Jersey. In this role you'll help firms deliver on a wide range of internal audit and advisory engagements in the financial services sector, covering areas such as financial crime, compliance risk, regulatory readiness, compliance monitoring and regulatory...

Associate - Client Onboarding, Client Management

2 weeks ago

Saint Helier, United Kingdom Royal Bank of Canada Full time

**Job Summary**

**What is the opportunity?**

The role of Associate within the Client Management Team, provides administrative support to client coverage teams in regard to core services required, including but not limited to executing the following: On boarding of new clients, structure changes for existing clients, static data changes to client information and other client related tasks

**What will you do?**
- Drive an unrivalled client experience and support Relationship Managers in delivering new and sustainable revenues for WMI in line with the Sales & Relationship Management (S&RM) Sales Methodology.
- Identify and review all Know Your Client (KYC) documentation, RBC forms and IRS documentation for new clients to ensure it meets RBC requirements and liaise with Relationship and/or Investment Managers, or the client to obtain additional documentation.
- Manage structure changes for all types of clients/entities; companies, trusts, charities.
- Collate and review all documentation and KYC/Client Due Diligence (CDD) prior to submission to the Client onboarding team or Change of control, ownership and benefits Administration team.
- Perform open-source searches and use identification and verification tool to verify clients ID.
- Update and input the new information into main Customer relationship management system in a timely and accurate manner, conduct telephone security call backs with clients and submit RBC forms for signing via digital signing tool.

**What do you need to succeed?**

**Must-Have**
- Ability to handle confidential information with care and sensitivity.
- Desire to develop skills in a client centric role with a focus on Onboarding / Static data / Structure Changes.
- Excellent attention to detail.
- Competent use of various software packages including but not limited to Microsoft Word, Excel, PowerPoint and Outlook plus fast and accurate keyboard skills.
- Must have a flexible approach and be a team player.
- Excellent written and verbal communication skills with staff members at all levels.
- Previous experience with client service exposure and coverage.
- KYC/CDD knowledge and understanding of company & trust structures.
- Financial Services industry knowledge.
- Strong multi-tasking skills and ability to prioritise tasks in line with business needs.

**What’s 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.
- 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.
- Flexible working and hybrid options fully supported.

LI-SS2

**Job Skills**

Customer Service Management, Interpersonal Relationship Management, Office Tools, Product Knowledge, Product Services, Sales, Sales Activities, Sales Support, Sales Systems, Teamwork

**Additional Job Details**

**Address**:
GASPÉ HOUSE, 66-72 ESPLANADE:SAINT HELIER

**City**:
Saint Helier

**Country**:
Jersey

**Work hours/week**:
36.25

**Employment Type**:
Full time

**Platform**:
WEALTH MANAGEMENT

**Job Type**:
Regular

**Pay Type**:
Salaried

**Posted Date**:
2024-09-04

**Application Deadline**:
2024-09-20

**I**nclusion** 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.

**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.