Wealth and Investments Client Administrative Services Associate

What is the opportunity?

We have an exciting opportunity for a Wealth and Investments Client Administrative Services Associate to join our Chief Administration Office in Newcastle.

You'll be a key point of contact for both clients and our client-facing teams, focusing on core client maintenance activities that support the full client lifecycle. Working in partnership with colleagues across Compliance, Risk, Tax, and Operations, you'll deliver good client outcomes with a focus on consumer support and Consumer Duty.

This is a permanent, full-time role and requires 4 days in the office at our Newcastle office.

What will you do?

• Carry out client call backs and direct client emails relating to change of bank details, W8-BEN form queries, and regulatory requirements

• Support the central client reallocation process for client portfolio leavers across the branch network, liaising with client-facing teams, operations, and IT

• Manage operational event processes, including logging, quality assurance, and escalation to resolution

• Assist with bereavement process management and support process redesign initiatives

• Produce client-facing team support material and management Information for data remediation projects, including tracking progress and completion rates

• Provide regular updates to client-facing teams through meetings, Teams communications, and regional calls on client reallocations and regulatory findings

• Support the requirements, testing, and roll-out of automated and semi-automated workflow solutions to optimise processes

• Analyse business data and management information, constructing summary reports for meetings, forums, and committees

What do you need to succeed?

Must-have

• Demonstrable experience in financial services client administration or operations

• Strong analytical skills with the ability to construct reports and identify process improvements

• Excellent organisational and time management skills with the ability to manage multiple competing priorities

• Professional communication skills, both written and oral, with the ability to influence stakeholders

• Robust data management and IT proficiency

• Ability to develop and maintain strong working relationships across multiple teams and departments

Nice-to-have

• Knowledge of regulatory requirements within wealth management and financial services

• Experience with workflow automation or process optimisation projects

• Familiarity with client lifecycle management or bereavement processes

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

Agency Notice

RBC Group does not accept agency resumés. Please do not forward resumés to our employees, nor any other company location. RBC Group only pay fees to agencies where they have entered into a prior agreement to do so and in any event do not pay fees related to unsolicited resumés. Please contact the Recruitment function for additional details.

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Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.