At a Glance
- Tasks: Manage client onboarding and transitions for RBC BlueBay's funds across EMEA/APAC.
- Company: Join RBC, a leading global bank with a focus on collaboration and innovation.
- Benefits: Enjoy a flexible work environment, professional development, and a supportive team culture.
- Other info: Opportunities for growth and coaching in a high-performing team.
- Why this job: Make a real impact in a dynamic role while working with top professionals in finance.
- Qualifications: Experience in financial services, excellent communication skills, and attention to detail required.
The predicted salary is between 55000 - 65000 € per year.
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. This is a 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?
- 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.
- The ideal candidate will be enthusiastic, can multitask and work under pressure.
- High attention to detail and have strong organisational skills.
- Treats confidential/personal information with the highest level of discretion.
- Must be highly reliable and extremely professional.
- Must be 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 in London employer: Royal Bank of Canada
RBC is an exceptional employer that fosters a dynamic and collaborative work culture, where employees are encouraged to reach their full potential while making a meaningful impact in the financial services industry. With a strong emphasis on professional development, inclusive values, and a commitment to community well-being, employees enjoy opportunities for growth and innovation in a supportive environment located in the heart of London. Join us to thrive in a flexible, relationship-driven role that prioritises both personal and professional success.
StudySmarter Expert Advice🤫
We think this is how you could land Manager, Onboarding and Transition Management, Client Lifecycle Management in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the lookout for opportunities. A friendly chat can lead to insider info about openings that aren't even advertised yet.
✨Tip Number 2
Prepare for those interviews by researching the company and its culture. Understand their client lifecycle management approach and think of examples from your past experiences that align with their values. This will show you're genuinely interested and ready to contribute.
✨Tip Number 3
Practice your communication skills! Since this role involves a lot of client interaction, being able to articulate your thoughts clearly is key. Try mock interviews with friends or use online platforms to refine your pitch.
✨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 serious about joining the team at RBC.
We think you need these skills to ace Manager, Onboarding and Transition Management, Client Lifecycle Management in London
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight your experience in client lifecycle management and onboarding. We want to see how your skills align with the role, so don’t hold back on showcasing relevant achievements!
Show Off Your Communication Skills:Since this role involves a lot of client interaction, it’s crucial to demonstrate your excellent communication abilities. Use clear and concise language in your application to reflect how you’d communicate with clients and colleagues.
Highlight Your Teamwork Experience:We love candidates who thrive in a collaborative environment! Be sure to mention any past experiences where you’ve worked with cross-functional teams, especially in fast-paced settings. It’ll show us you can handle the dynamic nature of this role.
Apply Through Our Website:Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for this exciting opportunity. We can’t wait to see what you bring to the table!
How to prepare for a job interview at Royal Bank of Canada
✨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 this role involves coordinating with various teams and ensuring clear client communication, be prepared to demonstrate your excellent interpersonal skills. Think of examples where you've effectively communicated complex information or resolved client issues in the past.
✨Highlight Your Organisational Skills
With a focus on managing multiple tasks under pressure, it's crucial to showcase your organisational abilities. Prepare to discuss how you prioritise tasks and manage deadlines, perhaps by sharing a specific instance where you successfully juggled competing responsibilities.
✨Embrace Technology and Tools
Familiarise yourself with the tools mentioned in the job description, like ServiceNow, SharePoint, and Salesforce. If you have experience with these or similar platforms, be ready to talk about how you've used them to drive operational efficiency or improve processes in your previous roles.
