# Associate, Client Management

**Company**: RBC Private Wealth
**Location**: Saint Helier
**Work arrangement**: hybrid
**Job type**: full-time
**Category**: Finance
**Industry**: Finance

**Apply**: https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/Saint-Helier-Jersey/Associate--Client-Management_R-0000191409-2?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_69a3783f-3f1

## Description

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.

Responsibilities:

- Elevate client experiences by supporting 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

Requirements:

- 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

Benefits:

- 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

## Skills

### Required
- KYC/CDD
- Microsoft Office
- Client Service
- Communication

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Source: [Apply at rbc.wd3.myworkdayjobs.com](https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/Saint-Helier-Jersey/Associate--Client-Management_R-0000191409-2?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)