Wealth and Investments Client Administrative Services Associate

What is the opportunity?

We have an exciting opportunity for a Client Administrative Services Associate to join our Chief Administration Office in London.

The CAO team works across all business lines of RBC BD, supporting the front office through three principles; ‘Protect’, ‘Sustain’ and ‘Grow’. The ‘Protect’ agenda is responsible for implementing and embedding effective first line controls and processes within the Advice (investment management and financial planning) business to ensure good outcomes for clients ‘the first time’.

The ‘Sustain’ principle ensures the team are the first point of contact between the Front Office and Client Facing Teams. We identify and triage issues limiting business productivity, efficiency, and overall performance with relation to KPI / KRIs. The purpose of ‘Grow’ is to identify process-related opportunities to create additional capacity for Client Facing Teams, enabling them to generate new business. This includes ensuring that high-quality data is available to run our business and meet our client's needs effectively, delivering change projects to the front office, and training.

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.

What will you do?

• Support the operational risk event process (below the RBC reportable threshold)

• This includes ensuring operating events are identified and correctly logged including the recording of events in the RBC system of records (Open Pages / Archer)

• Additionally supporting Risk partners with logging risk events above the RBC reportable threshold, ensuring compliance with Risk standards and privacy rules

• Manage the operational event process by performing quality assurance and working events through completion / handling escalations through resolution

• Providing regular MI on Operational events to leadership, identifying common themes, and clearly articulating root cause, control weaknesses and next steps

• Identify opportunities to improve upstream processes, controls, and operating models to reduce the volume of operational events

• Assist the wider Client Administrative Services team, where required, to support client callbacks, W-8BEN processing, client re-allocations, and administrative activities related to the Bereavement Service

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

• 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).

• Develop and maintain robust relationships within the Client Facing Team (CFT) branch network

• 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

• Work with Operational Risk to maintain oversight of total Operating Events (above and below RBC reportable thresholds)

• Facilitating the implementation / adoption of other centrally driven projects and initiatives, feeding back constructive challenges from client-facing teams where appropriate

• Creating transparency and visibility to the CFT Support Team by tracking implementation of projects, processes, and other central initiatives.

What do you need to succeed?

Must-have

• An ambitious individual with experience in a similar role and who is keen to develop experience in a Wealth Management business.

• Good understanding of Risk (within Wealth Management preferred).

• High standard of written and spoken English.

• Ability to develop and maintain effective working relationships.

• Ability to take initiate, suggest solutions and investigate.

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

Nice-to-have

• Exposure to Wealth Management.

• Good numerical skills.

• Qualifications related to the role.

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

Customer Service Management, Interpersonal Relationship Management, Office Tools, Product Knowledge, Product Services, Sales, Sales Activities, Sales Support, Sales Systems, Teamwork

Additional Job Details

100 BISHOPSGATE:LONDONLondonUnited Kingdom35Full timeWEALTH MANAGEMENTRegularSalaried2026-09-022026-09-16

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.

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.