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- Tasks: Support our Salesforce platform, optimise processes, and empower users through training.
- Company: Join a forward-thinking wealth management team in London or Jersey.
- Benefits: Competitive salary, bonuses, flexible benefits, and growth opportunities.
- Other info: Work in a high-performing team that values fresh ideas and long-term relationships.
- Why this job: Make a real impact while collaborating with bright minds in a dynamic environment.
- Qualifications: CRM experience, data-savvy mindset, and strong relationship-building skills.
The predicted salary is between 35000 - 45000 ÂŁ per year.
Join our team as a CRM Associate – Shape the Future of Wealth Management! We’re looking for a dynamic Client Relationship Management (CRM) Associate to join our Data Advisory and Optimisation team in the heart of London (or sunny Jersey!). Reporting to our CRM Manager, you’ll be the go-to person for keeping our Wealth Management Europe Salesforce platform running like a well‑oiled machine. Think of yourself as the bridge between users, tech teams, and big‑picture strategy—ensuring everyone gets the support they need while driving innovation forward. Your mission? To optimise processes, solve problems, and empower users through training, troubleshooting, and seamless system upgrades. You’ll collaborate with bright minds across business and tech, champion data quality, and play a key role in rolling out changes that make a real impact. This is a permanent, full‑time role with 4 days in the office (London or Jersey) — perfect for someone who thrives in a flexible, relationship‑driven environment.
What Will You Do?
- Tackle user queries and keep our Salesforce platform humming.
- Create training materials, coach users, and ensure everyone feels confident with the tools.
- Support the CRM Manager in rolling out updates, coordinating testing, and making sure new features land smoothly.
- Work with stakeholders to refine processes, improve data quality, and turn insights into action.
- Maintain documentation, track progress in Jira, and ensure no detail slips through the cracks.
- Manage user access, optimise licenses, and help teams work smarter.
What Do You Need to Succeed?
Must‑Have
- A knack for building relationships and driving growth—whether in business development, client management, or partnership roles.
- Hands‑on CRM experience (Salesforce is our jam, but other platforms count too).
- Data‑savvy mindset: You know how to wrangle data, build reports, and turn numbers into stories.
- Wealth management know‑how: Familiarity with banking, investments, or fiduciary services is key.
- Tech toolkit: Proficiency in Microsoft Office, Tableau/Power BI, and tools like Jira/Confluence.
- Problem‑solver vibes: You thrive on troubleshooting and making complex systems user‑friendly.
Nice‑to‑Have
- Experience with Agile methodologies—because we love iterative progress.
- A passion for training and coaching—helping others grow is part of our DNA.
Why Us?
We’re a collaborative, forward‑thinking team that values fresh ideas and long‑term relationships. You’ll work with a team that keeps growing and delivering trusted advice to help our clients thrive and communities prosper.
What is in it for you?
- 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.
Job Skills
- Business Appraisals
- Business Process Design
- Business Process Modeling
- Configuration Management (CM)
- Implementation
- Requirements Analysis
- Workflow Analysis
CRM Associate, Data Advisory & Optimisation employer: RBC
Contact Detail:
RBC Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land CRM Associate, Data Advisory & Optimisation
✨Tip Number 1
Network like a pro! Reach out to current employees on LinkedIn or attend industry events. Building relationships can give you insider info and might just land you an interview.
✨Tip Number 2
Prepare for the interview by knowing your stuff! Research the company, understand their CRM needs, and think about how your skills can help them optimise their Salesforce platform.
✨Tip Number 3
Show off your problem-solving skills during interviews. Share examples of how you've tackled challenges in past roles, especially with data and CRM systems—this is what they want to hear!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining our awesome team.
We think you need these skills to ace CRM Associate, Data Advisory & Optimisation
Some tips for your application 🫡
Show Your CRM Skills: Make sure to highlight your hands-on experience with CRM platforms, especially Salesforce. We want to see how you've used these tools to drive growth and improve processes in your previous roles.
Tell Your Story with Data: Since we're all about data, share examples of how you've turned numbers into actionable insights. Whether it's building reports or optimising data quality, let us know how you've made an impact!
Emphasise Your Relationship-Building Skills: We love a good relationship builder! In your application, mention how you've successfully collaborated with teams or clients in the past. Show us that you can be the bridge between users and tech teams.
Apply Through Our Website: Don't forget to submit your application through our website! It’s the best way for us to keep track of your application and ensure it gets the attention it deserves.
How to prepare for a job interview at RBC
✨Know Your Salesforce Inside Out
Make sure you’re well-versed in Salesforce, as it’s a key part of the role. Familiarise yourself with its features and functionalities, and be ready to discuss how you've used it in past experiences. This will show your potential employer that you can hit the ground running.
✨Showcase Your Problem-Solving Skills
Prepare examples of how you've tackled complex issues in previous roles. Think about specific challenges you faced, the steps you took to resolve them, and the positive outcomes. This will demonstrate your troubleshooting abilities and your knack for making systems user-friendly.
✨Emphasise Your Relationship-Building Skills
Since this role is all about collaboration, be ready to talk about how you’ve built strong relationships in past positions. Share stories that highlight your ability to connect with users, tech teams, and stakeholders, showing that you can bridge gaps effectively.
✨Prepare for Data Discussions
Brush up on your data skills and be prepared to discuss how you’ve turned data into actionable insights. Bring examples of reports you’ve created or data-driven decisions you’ve influenced. This will showcase your data-savvy mindset and your understanding of its importance in wealth management.