Associate, Client Management

RBC is hiring an Associate, Client Management. Level rates it ; you can apply on RBC.

Level's read on this job

On Level's scale, this role is Little AI ●○○○: aI is not part of the work.
Some of the work can be done remotely, according to the posting.
The posting mentions Microsoft Word, Microsoft Excel and Microsoft PowerPoint among its tools and skills.
RBC has 854 other open roles on Level.
Posted in the last few days.

AI in this role

Support client management team with onboarding, KYC documentation, compliance checks, and CRM maintenance.

microsoft-wordmicrosoft-excelmicrosoft-powerpointmicrosoft-outlookcrm

Job Description

What is the opportunity?

RBC Private Wealth is looking for an Associate to join our client management team—a role that sits at the heart of what we do. You'll be the go-to person supporting our Relationship Managers, ensuring every client interaction is seamless from day one. Think of yourself as the backbone of our onboarding process: you'll handle new client setups, manage structure changes, keep client data current, and make sure all our compliance boxes are ticked. This is a chance to build real expertise in a fast-paced, client-focused environment where attention to detail genuinely matters.

RBC’s expectation is that you will work in the office 4 days in the office with some flexibility to work up to 1 day per week remotely.

What will you do?

Elevate client experiences by supporting our Relationship Managers and ensuring smooth, compliant client onboarding that drives sustainable growth
Review and verify all KYC documentation, RBC forms, and IRS paperwork—liaising with teams and clients to close any gaps
Navigate complex structures for companies, trusts, and charities, managing change requests with precision
Ensure accuracy and compliance by collating and reviewing documentation before handover to specialist teams
Keep our systems sharp by updating client information in our CRM system accurately and promptly

What do you need to succeed?

Must-have

Proven experience in client-facing or client service roles
Strong KYC/CDD knowledge and understanding of company and trust structures
Meticulous attention to detail—errors simply won't cut it here
Confident with Microsoft Word, Excel, PowerPoint, and Outlook; fast and accurate typist
Excellent communication skills (written and verbal) and the ability to manage multiple priorities without dropping the ball

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.

Agency Notice

RBC Group does not accept agency resumés. Please do not forward resumés to our employees, nor any other company location. RBC Group only pay fees to agencies where they have entered into a prior agreement to do so and in any event do not pay fees related to unsolicited resumés. Please contact the Recruitment function for additional details.

#LI-SS2

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:

2026-10-29

Application Deadline:

2026-11-12

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

How we rate this

Associate, Client Management at RBC rates 0 out of 100 for how much of the daily work is AI. That makes it Little AI (AI Level 1 of 4). The level is about AI in the job, not seniority.

Classification

Little AI. AI is not part of the work.

●●●● Builds AI80 to 100
●●●○ Works on AI60 to 79
●●○○ Uses AI40 to 59
●○○○ Little AI0 to 39

Levels come from how often the tools, models and workflows of the role are named in the posting itself. Read the description and count the AI tools, models and workflows it names.

Key facts

Associate, Client Management is an open job at RBC.
Level rates this role AI Level 1 of 4: Little AI.
The role is based in Saint Helier, Jersey and is marked remote.
The job was posted on October 29, 2026.
Seniority: mid.
Applications are handled by RBC. Apply on RBC

Prepare for this job

Built from this posting and from similar jobs on Level.

Skills and AI tools this role asks for

Microsoft WordMicrosoft ExcelMicrosoft PowerPointMicrosoft OutlookCRM

Questions you could be asked

What's a project where you used Microsoft Word hands-on?
Walk me through how you've used Microsoft Excel in your day-to-day work.
What are the limits of Microsoft PowerPoint that you've run into, and how did you work around them?
What's a project where you used Microsoft Outlook hands-on?
Walk me through how you've used CRM in your day-to-day work.

Adapt your resume

List these exact terms on your resume: Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, and CRM. An applicant tracking system matches the wording, not the idea.
Attach one line of real, concrete experience to at least one of them. A tool named with nothing behind it rarely survives a human read.

Want an expert to read your CV for this job?

Free. Send your CV and the role you want next. You get your review by email within 24 hours.

Get a free CV review Get your CV rewritten Check your resume with the ATS resume checker