Senior Analyst, Client Services (6-Month Fixed Term Contract)

Client Services 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 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 successful candidate will provide advice in respect of client lifecycle management processes and in respect of the WME 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 guidance in respect of exception documentation and approval processes; ensure all exceptions are documented, tracked and monitored.
• Provide general administrative support to CSS Management including production of MI, creation of presentation decks etc.

What do you need to succeed?

• Proven experience within the banking/financial services industry.
• Strong understanding and experience in AML, KYC and regulatory requirements for client onboarding.
• Strong understanding of control requirements.
• Ability to prioritise and make decisions in a fast-paced environment.
• Client focused.
• Strong analytical skills and attention to detail.

Nice to have

• Knowledge of RBCs collective ambition, vision and strategic direction.
• Able to demonstrate behaviours that support RBCs values and culture of ‘Doing What’s Right’.

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.

Inclusion and Equal Opportunity Employment

At 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.