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

**Company**: RBC BlueBay
**Location**: London, United Kingdom of Great Britain and Northern Ireland
**Work arrangement**: hybrid
**Experience**: senior
**Job type**: full-time
**Category**: Finance
**Industry**: Finance

**Apply**: https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/London-United-Kingdom-of-Great-Britain-and-Northern-Ireland/Manager--Onboarding-and-Transition-Management--Client-Lifecycle-Management_R-0000172344?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_30cccc48-fa3

## Description

We are seeking a Senior Associate, Onboarding and Transition Management, Client Lifecycle Management to join our team in London.

This is a permanent, full-time role with 4 days in the office, perfect for someone who thrives in a flexible, relationship-driven environment.

**Responsibilities**

- Work in collaboration with the immediate team to coordinate and support client onboarding, off-boarding, and transitional activity of RBC BlueBay's pooled funds, segregated mandates, and CLOS.

- Manage coordination of all stakeholders, internal and external, through the client's onboarding journey, partnering with various groups across the firm and external parties.

- Work closely with colleagues and clients on key deliverables and be the central point of contact to manage their requests.

- 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 clients.

- Work closely with all key internal stakeholders, including Product Development, Investment teams, Manco, and infrastructure teams such as Legal, Fund Accounting, Operations, IT, and Compliance.

- 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 the 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.

**Requirements**

- Experience working with clients on a face-to-face basis.

- Strong organization skills, with experience in managing multiple deliverables at any one time.

- Desire to build a career in asset management with a focus on expanding knowledge of ESG.

- Excellent verbal and written communication skills and strong attention to detail.

- Skills to adapt style of communication for the current audience to successfully articulate issues clearly and logically.

- Ability to establish and maintain good relationships and work effectively and cooperatively with others.

- 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 best practices.

- Experience working in the investment industry.

- Good working knowledge of equities and fixed income.

**Nice to Have**

- Understanding of fund structures: UCITS, Closed End, Cayman Trusts, Managed accounts.

- Understanding of legal contracts such as Investment Management Agreements, Guidelines, operating memorandums, service level agreements, and negotiation requirements.

- Understanding of the purpose of legal trading agreements: ISDA, GMRA, Clearing Agreements.

- Strong interest in ESG/sustainability matters.

**What We Offer**

- 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.

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## Skills

### Required
- Active Learning
- Adaptability
- Critical Thinking
- Customer Service
- Decision Making
- Detail-Oriented
- Group Problem Solving
- Interpersonal Relationship Management
- Product Services
- Time Management
- Service Now

### Nice to have
- UCITS
- Closed End
- Cayman Trusts
- Managed accounts
- ISDA
- GMRA
- Clearing Agreements
- ESG

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Source: [Apply at rbc.wd3.myworkdayjobs.com](https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/London-United-Kingdom-of-Great-Britain-and-Northern-Ireland/Manager--Onboarding-and-Transition-Management--Client-Lifecycle-Management_R-0000172344?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)