At a Glance
- Tasks: Support client onboarding and transition activities while collaborating with various teams.
- Company: Join RBC, a leading bank focused on client success and community impact.
- Benefits: Enjoy a competitive salary, flexible work environment, and opportunities for professional growth.
- Other info: Be part of a dynamic team that values collaboration and continuous improvement.
- Why this job: Make a real difference in asset management while building valuable relationships.
- 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 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.
Senior Associate, Onboarding and Transition Management, Client Lifecycle Management 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
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Royal Bank of Canada. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Senior Associate, Onboarding and Transition Management, Client Lifecycle Management
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Royal Bank of Canada.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Royal Bank of Canada's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Royal Bank of Canada
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Royal Bank of Canada.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Royal Bank of Canada will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Royal Bank of Canada employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
