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About the Role

This permanent, full-time role focuses on managing the client onboarding, offboarding, and transition activities for RBC BlueBay's pooled funds, segregated mandates, and CLOS. It requires close collaboration with internal and external stakeholders to ensure a smooth client journey and involves identifying opportunities for workflow automation.

Responsibilities

Coordinate and support client onboarding, offboarding, and transitional activities for RBC BlueBay's pooled funds, segregated mandates, and CLOS.
Manage stakeholder coordination throughout the client onboarding journey, partnering with internal groups and external parties.
Serve as the central point of contact for clients, managing requests and key deliverables.
Identify areas for workflow process automation using in-house tools and AI to enhance the onboarding journey.
Collaborate with internal stakeholders including Product Development, Investment teams, Manco, Legal, Fund Accounting, Operations, IT, and Compliance.
Assist in managing client communications during the onboarding process.
Represent the team and department professionally, developing strong working relationships.
Maintain awareness of internal team processes, controls, and the regulatory environment.
Ensure full coverage of events and share knowledge within the team for continuous improvement.
Utilize Service Now workflow tool for all onboarding, offboarding, and transition events.
Build and maintain relationships with external service and system providers.
Support the design, maintenance, and update of policy and procedure documents for reporting obligations and audit requirements.

Requirements

Experience working with clients on a face-to-face basis.
Strong organization skills with experience managing multiple deliverables concurrently.
Desire to build a career in asset management with a focus on expanding knowledge of ESG.
Excellent verbal and written communication skills with strong attention to detail.
Ability to adapt communication style for the audience to articulate issues clearly and logically.
Establishes and maintains good relationships, working effectively and cooperatively with others.
Communicates constructively, engages others positively, and readily shares information and ideas.
Capacity to grasp new concepts quickly and adapt to changing work situations.
Positive 'can do' attitude.
Works in a collegiate fashion, sharing information and learning from others within the team.
Experience working in the investment industry.
Good working knowledge of equities and fixed income.
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 their negotiation requirements.
Understanding of the purpose of legal trading agreements: ISDA, GMRA, Clearing Agreements.

Skills

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

Location

100 BISHOPSGATE:LONDON
London
United Kingdom

Work Type

Full time
4 days in the office

Experience Level

Senior Associate

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.

About the Company

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.
Expand your limits and create a new future together at RBC.
Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

Equal Opportunity

RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.