At a Glance
- Tasks: Coordinate client onboarding and transition activities while collaborating with various teams.
- Company: Join RBC, a leading bank that values collaboration and innovation.
- Benefits: Flexible work environment, professional development, and a chance to make a real impact.
- Other info: Opportunities for growth in a supportive and inclusive workplace.
- Why this job: Be part of a dynamic team driving change in asset management and sustainability.
- Qualifications: Strong organisational skills and experience in client-facing roles are essential.
The predicted salary is between 49500 - 60500 £ per year.
Job Description
What is the Opportunity?
Senior Associate, Onboarding and Transition Management, Client Lifecycle Management.
- permanent, full-time role with
- 4 days in the office
- perfect for someone who thrives in a flexible, relationship-driven environment.
What will you do?
- Work in collaboration with immediate team in co-ordination and support of the client On-Boarding, off-boarding and transitional activity of RBC Blue Bay's pooled funds, Segregated mandates, and CLOS.
- Manage co-ordination of all stakeholders, internal & external through the clients on boarding journey, partnering with various groups across the firm and external parties.
- Working closely with colleagues and clients on the key deliverables and being the central point of contact manage their requests.
- Working with immediate team, manager and business stakeholders to present ideas and identify areas of workflow process automation, delivering scale to the team, using in house workflow tools and AI where appropriate and relevant to speed up the onboarding journey across the business for our clients.
- Work closely with all key internal stakeholders: Product Development, Investment teams, Manco as well as co-ordinate infrastructure teams e. g.
Legal, Fund Accounting, Operations, IT, Compliance to manage delivery of the agreed requirements.
- Assist in managing client communications throughout the onboarding journey with input from immediate team colleagues and Client facing teams where appropriate.
- Represent the team and department in a professional, collaborative, manner, developing good working relationships with all internal and external parties.
- Maintain awareness of internal team processes and controls as well as the changing regulatory environment.
- Work closely with immediate team to ensure full coverage of each event and ensure knowledge is shared in an environment of constant improvement.
- Proficiency in Service Now workflow tool for all onboarding, offboarding and transition related events.
- Build and maintain strong relationships with external service and system providers.
- Support the design, maintenance and update of policy and procedure documents for all reporting obligations to meet audit requirements.
What do you need to succeed?
- Must-have
- Experience working with clients on a face-to-face basis
- Strong organisation skills, with experience in managing multiple deliverables at any one time
- Desire to build a career in asset management with focus on expanding knowledge of ESG
- Excellent verbal and written communications skills and strong attention to detail.
- Skills to adapt style of communication for the current audience to successfully articulate issues clearly and logically.
- Establishes and maintains good relationships and works effectively and cooperatively with others.
Communicates constructively, engages others positively and readily shares information and ideas
- Capacity to grasp new concepts/information quickly and adapt to changing work situations, as well as a positive 'can do' attitude.
- Works in a collegiate fashion sharing information with, and learning from, others within the team to develop and constantly improve the best practices of the team
- Experience working in the investment industry.
- Good working knowledge of equities and fixed income
- Nice to have
- Has an understanding of fund structures: UCITS, Closed End, Cayman Trusts, Managed account's
- Understand legal contracts such as Investment Management Agreements, Guidelines, operating memorandums, service level agreements and the negotiation requirements
- Has an understanding of the purpose of legal trading agreements: ISDA, GMRA, Clearing Agreements
- Strong interest in ESG/sustainability matters is preferred
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.
- Job Skills
Active Learning, Adaptability, Critical Thinking, Customer Service, Decision Making, Detail-Oriented, Group Problem Solving, Interpersonal Relationship Management, Product Services, Time Management
- Additional Job Details
- Address: 100 BISHOPSGATE: LONDON
- City: London
- Country: United Kingdom
- Work hours/week: 35
- Employment Type: Full time
- Platform: WEALTH MANAGEMENT
- Job Type: Regular
- Pay Type: Salaried
• Posted Date
• Application Deadline
- 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.
Senior Associate, Onboarding and Transition Management, Client Lifecycle Management in London employer: RBC
RBC is an exceptional employer, offering a dynamic work culture that prioritises collaboration and professional growth. With a focus on employee development, the Fund Accountant role provides opportunities to deepen your expertise in fund products while working in the vibrant city of London, known for its financial hub and diverse community. Enjoy a balanced 35-hour work week and the chance to be part of a leading firm that values integrity and excellence.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Associate, Onboarding and Transition Management, Client Lifecycle Management in London
✨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. 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.
✨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. 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 Senior Associate, Onboarding and Transition Management, Client Lifecycle Management in London
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 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 how you can be a team player!
How to prepare for a job interview at RBC
✨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.
✨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'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!
