Senior Associate, Onboarding and Transition Management, Client Lifecycle Management

Job Description

What is the Opportunity?

Senior Associate, Onboarding and Transition Management, Client Lifecycle Management.

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.

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.

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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.

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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.