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- Tasks: Support our Salesforce platform, optimise processes, and empower users through training and troubleshooting.
- Company: Join a forward-thinking wealth management team in London or Jersey.
- Benefits: Competitive salary, bonuses, flexible benefits, and opportunities for personal development.
- Other info: Enjoy a flexible, relationship-driven workplace with excellent career growth potential.
- 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.
CRM Associate, Data Advisory & Optimisation in London employer: RBC
Contact Detail:
RBC Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land CRM Associate, Data Advisory & Optimisation in London
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect with potential colleagues on LinkedIn. Building relationships can open doors that a CV just can't.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their CRM processes and think about how you can contribute to optimising them. Show them you're not just another candidate; you're the one they need!
✨Tip Number 3
Practice your problem-solving skills! Be ready to tackle hypothetical scenarios related to Salesforce or data management during interviews. Demonstrating your thought process can really impress the hiring team.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. 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 in London
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 wrangled data and turned it into actionable insights. Use specific numbers or outcomes to illustrate your impact—this will really catch our eye!
Emphasise Your Relationship-Building Skills: We love a good relationship builder! In your application, mention times when you've successfully collaborated with teams or clients. Show us how you can be the bridge between users and tech teams.
Apply Through Our Website: Don't forget to apply through our website! It’s the best way for us to keep track of your application and ensure it gets the attention it deserves. We can't wait to hear from you!
How to prepare for a job interview at RBC
✨Know Your CRM Inside Out
Make sure you’re well-versed in Salesforce and any other CRM platforms you’ve used. Brush up on key features, common issues, and how to optimise user experience. Being able to discuss specific examples of how you've improved processes or solved problems will show your hands-on experience.
✨Showcase Your Data Savvy
Prepare to talk about how you’ve wrangled data in the past. Bring examples of reports you've built or insights you've derived from data. This will demonstrate your ability to turn numbers into actionable stories, which is crucial for the role.
✨Emphasise Your Relationship-Building Skills
Think of instances where you’ve successfully collaborated with different teams or stakeholders. Highlight your ability to communicate effectively and build relationships, as this is key in a role that bridges users and tech teams.
✨Be Ready to Discuss Training and Coaching
Since part of your role involves training users, prepare to share your experiences in coaching others. Talk about how you’ve created training materials or helped colleagues feel more confident with tech tools. This will show your passion for helping others grow.