Royal Bank of Canada

Job Summary

Job Description

What is the opportunity?

You will provide administrative support to client coverage teams in regards to core services required, including but not limited to executing Onboarding new clients, structure changes for existing clients, static data changes to client information and other client related tasks.

Key Accountabilities

• Drive an unrivalled client experience and support Relationship Managers in delivering new and sustainable revenues for WMI in line with the Sales & Relationship Management (S&RM) Sales Methodology
• Identify and review all KYC documentation, RBC forms and IRS documentation for new clients to ensure it meets RBC requirements and liaise with Relationship and/or Investment Managers, or the client to obtain additional documentation
• Manage structure changes for all types of clients/entities; companies, trusts, charities
• Collate and review all documentation and KYC/CDD prior to submission to the Client onboarding team or CCOB Administration team
• Perform open-source searches and use ID&V tool to verify clients ID
• Update and input the new information into main CRM System in a timely and accurate manner, conduct telephone security call backs with clients and submit RBC forms for signing via digital signing tool

What do you need to succeed?

Must-Have

• Previous experience with client service exposure and coverage
• KYC/CDD knowledge and understanding of company & trust structures
• Ability to handle confidential information with care and sensitivity

Nice to have

• Financial Services industry knowledge
• Competency using Microsoft Word, Excel, and Outlook
• Strong multi-tasking skills and ability to prioritise tasks in line with business needs

What’s 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
• Flexible working and hybrid options fully supported

Job Skills

Customer Service Management, Interpersonal Relationship Management, Office Tools, Product Knowledge, Product Services, Sales, Sales Activities, Sales Support, Sales Systems, Teamwork

Additional Job Details

Address:

GASPÉ HOUSE, 66-72 ESPLANADE:SAINT HELIER

City:

Saint Helier

Country:

Jersey

Work hours/week:

36.25

Employment Type:

Full time

Platform:

Wealth Management

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2024-03-25

Application Deadline:

2024-04-09

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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