At a Glance
- Tasks: Manage client call backs, support client reallocations, and produce management information.
- Company: Join our Chief Administration Office in Newcastle, a key player in financial services.
- Benefits: Enjoy a comprehensive Total Rewards Program with bonuses and flexible benefits.
- Other info: This is a permanent, full-time role requiring 4 days in the office.
- Why this job: Be part of a dynamic, high-performing team making a lasting impact.
- Qualifications: Demonstrable experience in financial services client administration is required.
The predicted salary is between 30000 - 40000 £ per year.
We have an exciting opportunity for a Wealth and Investments Client Administrative Services Associate to join our Chief Administration Office in Newcastle. This is a permanent, full-time role requiring 4 days in the office at our Newcastle office.
Responsibilities
- 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.
Qualifications
- 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.
Benefits
- 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.
Wealth and Investments Client Administrative Services Associate employer: RBC Group
Located in Newcastle, we offer a world-class training program in financial services. Our leaders are committed to your development through coaching and managing opportunities. Join a collaborative team that values making a difference.
StudySmarter Expert Advice🤫
We think this is how you could land Wealth and Investments Client Administrative Services Associate
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like RBC Group. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from RBC Group.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like RBC Group. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Wealth and Investments Client Administrative Services Associate
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in RBC Group and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show RBC Group how you can be a team player!
How to prepare for a job interview at RBC Group
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with RBC Group.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with RBC Group's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
