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About the Role
RBC Private Wealth is seeking an Associate to join our Central Services Team in London. The role provides administrative support to client coverage teams on core services, including payments, transfers, foreign exchanges, static data changes, and client card/cheque inquiries.
Responsibilities
- Review and prioritize incoming emails, actioning and filing them appropriately.
- Conduct telephone security call backs with clients.
- Process domestic and international payments accurately and in a timely manner.
- Process internal transfers between accounts within agreed timescales.
- Assist with the timely processing of foreign exchange transactions.
- Record transactions on the client relationship system.
- Assist client coverage teams with ad hoc remediation projects.
- Perform general administration duties as required.
- Ensure timely settlement of loan interest and investment fees.
- Serve as a point of contact for card and cheque inquiries.
- Act as a point of contact for the wider Private Wealth team regarding payment queries.
- Escalate and report all risk events and near misses immediately.
- Identify internal process inefficiencies and recommend solutions to support Business Management.
Requirements
- Professional, hard-working approach with the ability to challenge the status quo.
- Ability to prioritize workload and identify when support is needed.
- Client exposure and coverage experience.
- Previous banking experience and/or direct client interaction.
- Financial services industry knowledge preferred.
- Wealth management, financial services, or professional services experience.
- Payment processing or banking operations background.
Skills
- Payments
- Transfers
- Foreign exchanges
- Static data changes
- Client card and cheque enquiries
- Client related tasks
- Email management
- Telephone communication
- Record keeping
- Remediation projects
- General administration
- Loan interest settlement
- Investment fee settlement
- Payment queries
- Risk event reporting
- Process improvement recommendations
Location
- London, United Kingdom
Work Type
- Office-based with up to 1 day per week remote flexibility
- Full time
Experience Level
- Associate
Education Level
- Degree (not essential)
Benefits
- 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.
About the Company
- RBC Private Wealth is part of RBC, one of the largest and most successful banks in the world.
- 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 support development through coaching and managing opportunities.
- 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.
- 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.
Equal Opportunity
- We believe an inclusive workplace that has diverse perspectives is core to our continued growth.
- RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.