Client Administrative Services Associate

Job Description

What is the Opportunity?

We have an excellent opportunity for a Client Administrative Services Associate to join the Chief Administrative Office (CAO). The successful candidate can be based within a commutable distance to any of the RBC Brewin Dolphin office network.

You will report to the Client Administrative Services Senior Manager and act as a key point of contact for both clients and client facing teams (CFT). Responsibilities within the team include but are not limited to the completion of tasks related to regional client reallocation, regulatory client call backs, W-8 BEN renewals, managing bereavement services, fee anomalies and CFT operating events.

You will work in partnership with colleagues across various areas of the business such as Compliance, Risk, Tax and Operations to support CFTs and build strong relationships to deliver good client outcomes with a focus on consumer support/Consumer Duty. The successful candidate will be skilled at analysing data, have strong organisational and communication skills with the ability to influence stakeholders where necessary.

RBC’s expectation is that all employees and contractors will work in the office with some flexibility to work up to 1 day per week remotely, depending on working arrangements.

What will you do?

- Carry out client call backs/direct client emails, relating to change of bank details, queries relating to the W8-BEN form process.

- Support the central Client reallocation process for CP leavers across the branch network, being the main point of contact, liaising with CFT, Operations and IT. escalating queries to Senior Managers across branches and CAO.

- Manage the bereavement process/redesigning the bereavement process.

- Manage operational event process (below the RBC reportable threshold). This includes ensuring operating events are correctly logged/performing quality assurance and working events through to completion/handling escalations through to resolution.

- Produce CFT support material for data remediation projects i.e. CP Leavers underlying client data, MI to track progress throughout each reallocation, MI to track W Form completion rates

- Contribute with appropriate updates on CFT Teams Calls, CFT Teams Chats, office/regional calls to update on Reallocation of clients, regulatory findings/breaches.

- Deliver automated/semi-automated workflow solutions to optimize the end to end process.

- Work closely with wider CAO teams (i.e. Business Engagement/First Line Due Diligence/Process Architecture) and partner with the business to identify and triage issues limiting business productivity, efficiency and overall performance.

- Analysis of business data and MI, constructing summary reports as required for meetings (forums / committees).

- Attend refresher training throughout the year to support the regulatory changes within processes.

- Work with the Head of the team and CAO Business Engagement team to ensure offices have the resources & support needed to embed changes within the branch network.

- Facilitating the implementation/adoption of other centrally-driven projects and initiatives, feeding back constructive challenges from CFTs where appropriate.

What do you need to succeed?
Must-have

- Strong understanding of Risk.

- Proven experience working within a similar industry – we are happy to review applications from candidates working at both Associate and Senior Associate level depending on experience.

- Good numerical skills.

- Strong MS Office skills (Word, Excel, PowerPoint).

- Meticulous attention to detail, taking pride in high quality output.

- Well organised and focused.

- Empathetic and able to communicate with colleagues across all levels and functions.

- Flexibility to travel across RBC Brewin Dolphin's office network, as needed.

Nice-to-have

- Experience in wealth management, though broader financial services or related industry is equally transferable.

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.

#RBCBD

Job Skills

Commercial Acumen, Critical Thinking, Customer Relationship Management (CRM), Long Term Planning, Results-Oriented

Additional Job Details

Address:

12 SMITHFIELD STREET:LONDON

City:

London

Country:

United Kingdom

Work hours/week:

35

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-11-25

Application Deadline:

2025-12-09

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

Inclusion and Equal Opportunity Employment

At 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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