At a Glance
- Tasks: Manage client onboarding and transitions for RBC BlueBay's funds across EMEA/APAC.
- Company: Join a dynamic team at RBC Global Asset Management, focused on client success.
- Benefits: Supportive leaders, career development, and the chance to make a real impact.
- Other info: Work with cutting-edge technology and diverse teams in a fast-paced environment.
- Why this job: Be part of a progressive team that values collaboration and innovation.
- Qualifications: Experience in financial services, strong communication skills, and attention to detail.
The predicted salary is between 60000 - 80000 € per year.
Overview
What is the Opportunity? Working within the team responsible for managing client lifecycle events for the institutional EMEA/APAC segregated client base. To facilitate the on- and off-boarding and change management events throughout the relationship cycle with our segregated clients. To manage the on-and off-boarding of RBC BlueBay’s pooled fund range and closed ended funds across all asset classes.
What will you do?
- Manage fund onboarding, offboarding, and transition activities for RBC BlueBay's pooled funds, closed-end products, and segregated mandates across EMEA/APAC
- Coordinate cross-functional teams including Investment Management, Compliance, Legal, Risk, Operations, Fund Accounting, and IT to deliver timely and efficient client events
- Ensure clear client communication throughout their journey, providing transparent information on events and support models
- Drive operational efficiency through ServiceNow workflow implementations, BAU process improvements, and knowledge sharing within the team
- Identify and mitigate operational risks by establishing control points, assessing regulatory/market changes (including ESG), and proactively addressing fund launch/closure risks
- Maintain data integrity and security while managing client information across systems
- Build and maintain stakeholder networks across RBC Global Asset Management globally to support effective collaboration
- Support team development through cross-training, guidance, and coaching to equip associates with skills to handle onboarding and transition tasks
What do you need to succeed?
- Must-have: Previous experience within the financial services industry or professional services industry with client facing and operational responsibilities
- Proven experience of working within a diverse team in a fast-paced deadline driven environment
- Excellent communication and inter-personal skills
- Enthusiastic, able to multitask and work under pressure
- High attention to detail and strong organisational skills
- Discretion with confidential/personal information
- Highly reliable and professional
- Proficient in MS Outlook, PowerPoint, Excel, and Word
- Willing to embrace new technology
- Nice to have: Degree educated or equivalent
- Second European language advantageous
- Experience with SharePoint, Concur, Salesforce, Workday, ADP, Microsoft Teams & Webex
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
Manager, Onboarding and Transition Management, Client Lifecycle Management employer: RBC
RBC BlueBay is an exceptional employer that fosters a dynamic and collaborative work environment, where employees are encouraged to reach their full potential. With a strong focus on professional development, our leaders provide coaching and opportunities for growth, allowing you to make a meaningful impact within the financial services industry. Located in a vibrant area, we offer a progressive culture that values teamwork and innovation, ensuring that every team member contributes to our shared success.
StudySmarter Expert Advice🤫
We think this is how you could land Manager, Onboarding and Transition Management, Client Lifecycle Management
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online groups, and don’t be shy about reaching out to folks on LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can help you land that dream job.
✨Ace the Informational Interview
Set up informal chats with professionals in roles you’re interested in. This isn’t a job interview, but a chance to learn more about their experiences and the company culture. Plus, it shows your genuine interest and can lead to referrals down the line—who doesn’t love a good insider tip?
✨Show Off Your Skills
When you get the chance to meet potential employers, whether in person or virtually, make sure to showcase your skills. Bring examples of your work or discuss relevant projects you’ve tackled. We want to see how you can add value to our team, so don’t hold back!
✨Apply Through Our Website
Don’t forget to check out our careers page and apply directly through our website. It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive and take the initiative to reach out!
We think you need these skills to ace Manager, Onboarding and Transition Management, Client Lifecycle Management
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the job description. Highlight your experience in client lifecycle management and any relevant financial services roles. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're passionate about onboarding and transition management. Share specific examples of how you've successfully managed similar tasks in the past.
Showcase Your Communication Skills:Since this role involves coordinating with various teams, it's crucial to demonstrate your excellent communication skills. Use clear and concise language in your application to show us you can convey information effectively.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at RBC
✨Know Your Client Lifecycle Management
Make sure you understand the ins and outs of client lifecycle management, especially in the context of onboarding and transition activities. Brush up on your knowledge of pooled funds and closed-end products, as well as the specific challenges faced in the EMEA/APAC regions.
✨Showcase Your Communication Skills
Since excellent communication is key for this role, prepare to demonstrate your interpersonal skills during the interview. Think of examples where you've effectively communicated with clients or cross-functional teams, and be ready to discuss how you ensure transparency throughout client journeys.
✨Highlight Your Organisational Skills
This position requires a high attention to detail and strong organisational skills. Be prepared to share specific instances where you've successfully managed multiple tasks under pressure, and how you maintain data integrity while handling confidential information.
✨Familiarise Yourself with Relevant Technologies
Get comfortable with the tools mentioned in the job description, like ServiceNow, SharePoint, and Salesforce. If you have experience with these platforms, be ready to discuss how you've used them to drive operational efficiency or improve processes in your previous roles.
