Address
Form of workJob Summary
Job Description
What is the opportunity?
You will be a member of the Client Lifecycle Management Team, a primary contact for Sales & Relationship Management teams providing guidance and support in respect of all new and existing client lifecycle management requests.
You will provide advice in respect of client lifecycle management processes and in respect of the Wealth Management International (WMI) Client Due Diligence Policy requirements to minimise error rejection rates and ensure a seamless client lifecycle management experience for clients.
Client Services Support plays a crucial role in meeting 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.
What will you do?
Support the 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
Support Senior Associates by being a 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, 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
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 CSS Management including production of MI, creation of presentation decks etc.
What do you need to succeed?
Must-have
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
Good sense of accountability and ownership over quality
Ability to prioritise and make decisions in a fast paced environment
Client focused
Good 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.
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 & Hybrid working options fully supported
Job Skills
Additional Job Details
Address:
City:
Country:
Work hours/week:
Employment Type:
Platform:
Job Type:
Pay Type:
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 jobs.rbc.com.
