At a Glance
- Tasks: Support client onboarding and transition management in a dynamic, collaborative environment.
- Company: Join RBC, a leading bank committed to innovation and community impact.
- Benefits: Enjoy a competitive salary, professional development, and a flexible work schedule.
- Other info: Be part of a progressive team that values diversity and continuous improvement.
- Why this job: Make a real difference while building relationships and enhancing your career in asset management.
- Qualifications: Strong organisational skills and experience in client-facing roles are essential.
The predicted salary is between 49500 - 60500 £ per year.
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?
- Work in collaboration with immediate team in co-ordination and support of the client On-Boarding, off-boarding and transitional activity of RBC BlueBay’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 to manage their requests.
- Work 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 accounts.
- 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.
Senior Associate, Onboarding and Transition Management, Client Lifecycle Management in London employer: Royal Bank of Canada
At RBC, we pride ourselves on being an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation. Our London office provides employees with flexible working arrangements, including the opportunity for remote work, alongside comprehensive training and development programmes to support your career growth in the private wealth sector. Join us to be part of a team that values your contributions and invests in your future.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Associate, Onboarding and Transition Management, Client Lifecycle Management in London
✨Get to Know the Company Culture
Before jumping into applications, it’s super helpful to understand the vibe at Royal Bank of Canada. Check out their social media, read reviews on sites like Glassdoor, and see how they engage with customers. It'll give you clues on their values and help tailor your conversation during interviews.
✨Join Customer Support Communities
Dive into online communities like those on Reddit or LinkedIn where customer support pros hang out. Participating in discussions or asking questions can make you more visible to potential recruiters and help you learn about job openings at companies like Royal Bank of Canada before they even post them.
✨Attend Job Fairs or Networking Events
Look out for local job fairs or events specifically for customer support roles. This is your chance to meet hiring managers face-to-face, and you might even get the opportunity to interview on the spot!
✨Show Off Your Skills with Customer Interactions
In the customer support world, showcasing your communication skills is key. Consider creating a short video introducing yourself or even doing a mock call to showcase your abilities. It's a memorable way to stand out, especially if you can share this during your interview process!
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 Communication Skills:In customer support, clear communication is key. Make sure your CV highlights any experience you've had in customer-facing roles and your ability to resolve issues. Don't shy away from including specific examples of how you've gone above and beyond to help customers – this really shows your potential in the role.
Tailor Your Cover Letter to Royal Bank of Canada:Your cover letter is your chance to shine! Tell us why you want to work at Royal Bank of Canada specifically. Mention any unique aspects of our company that resonate with you and how your skills can enhance our customer support. This personal touch will set your application apart from the rest!
Highlight Any Relevant Tools or Tech Skills:If you've used customer support software like Zendesk or Freshdesk or have experience with CRM systems, make sure to mention these in your application. Being familiar with industry-standard tools can be a big plus for us when we’re reviewing applications, as it shows you can hit the ground running!
Demonstrate Your Problem-Solving Skills:Customer support roles often require a knack for problem-solving. In your application, share examples of past experiences where you've tackled tough situations or resolved conflicts effectively. This will give us a good sense of how you handle challenges—an essential skill for success at Royal Bank of Canada!
How to prepare for a job interview at Royal Bank of Canada
✨Show Off Your People Skills
In customer support, it's all about communicating effectively. Prepare to share instances from your past experiences where you handled difficult customers or resolved conflicts. We want to hear how you empathised and found the best solutions, so think of specific examples to back up your stories!
✨Know the Tools of the Trade
Familiarise yourself with common customer support tools like Zendesk or Freshdesk, and make sure to review how you’ve used any similar systems in the past. During the interview, being able to discuss your hands-on experience with software or ticketing systems can really set you apart from the competition, so don’t skip this prep!
✨Show Genuine Enthusiasm
As this is a full-time role, employers want someone who isn’t just looking for any job, but wants to grow within customer support. Make sure to express your enthusiasm for helping customers and your desire to develop your skills. Show them why you're passionate about this field!
✨Practice Common Scenarios
Be prepared for role-playing scenarios where you might have to reassess a solution with a frustrated customer or explain a complex process in simple terms. Practising these common scenarios can help us feel more confident and demonstrate our practical skills effectively during the interview.
