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Job Description
What is the opportunity?
You will be a member of the Client Lifecycle Management Team and support the team with providing guidance and support in respect of all new and existing client lifecycle management requests. The team provide advice in respect of client lifecycle management processes and in respect of the WME Client Due Diligence Policy requirements to ensure a seamless client lifecycle management experience for clients. Full training and support will be provided.
Client Services Support plays a crucial role in meeting Wealth Management Europe (WME) core strategic objectives ensuring the end-to-end delivery of unrivalled client experience and best in class delivery of multiple solutions. Client Services Support drives the efficiency and consistency of standards and controls for Client Lifecycle Management including Client Qualification, Client Onboarding, Changes to Control, Ownership & Benefit and Periodic AML reviews in multiple jurisdictions.
What will you do?
- Support Senior Associates in being the primary point of contact for all client due diligence queries, providing advice and guidance in relation to client lifecycle documentation and client due diligence
- Review client lifecycle cases adhering to the relevant regulatory, compliance and business requirements
- Partner with Senior Associates for further guidance in respect of client review lifecycle cases for complex structures
- Support Senior Associates, who are Subject Matter Expert who provide advice, training, and ongoing coaching to the Sales & Relationship Management (S&RM) teams in respect of client lifecycle management and the relevant RBC related policies and procedures including AML, KYC and Client Due Diligence, Source of Wealth and Country Connectivity
- Liaise effectively with key stakeholders including Sales & Relationship Management, Private Client Fiduciary Services, AML Compliance, Product teams, Tax Risk Management and Data management to remove obstacles impacting client lifecycle management while balancing the need for quality and adherence to regulatory compliance and escalating to Senior Management
- Support continuous process improvement to ensure alignment with any changes to the operating model and/or regulatory environment
- Support Senior Associates who provide guidance to stakeholders in respect of exception documentation and approval processes; ensure all exceptions are documented, tracked and monitored.
- As part of the team you will contribute to all relevant project and initiatives
- Assist with providing general administrative support to CSS Management including supporting with the production of Management Information and creation of presentation decks
What do you need to succeed?
Must-have
- Ability to manage stakeholder expectations and handle conflict, displaying good communication, influencing and negotiating skills
- Good sense of accountability and ownership over quality
- Ability to prioritise and make decisions in a fast paced environment
- Client focused and team player
- Good analytical skills and attention to detail
- Must have a flexible approach and be a team player
- Good command of English
Nice-to-have
- Collaborative and consultative approach
- Ability to make decisions and use initiative.
- Experience within the banking/financial services industry
- Understanding and experience of client due diligence, KYC, AML Compliance and regulatory requirements
- Good understanding of control requirements
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.
- A comprehensive Total Rewards Program including bonuses, flexible benefits and competitive compensation
- 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
- A world-class training program in financial services
- Flexible and Hybrid working options fully supported
Job Skills
Adaptability, Business Development, Client Centricity, Collaboration, Communication, Critical Thinking, Curiosity, Financial Acumen, Practice ManagementAdditional Job Details
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