The Senior Administrator, Client Services will be based in Newcastle or Jersey and is responsible for accurately and efficiently performing complex operational tasks, supporting daily team activities, and mitigating operational risk while maintaining data integrity. The role involves contributing to client lifecycle management, ensuring an unrivalled client experience, and adherence to policies and regulatory requirements. This role also supports junior team members through knowledge sharing and helps in achieving organizational goals.
Support with all client due diligence queries, providing advice and guidance in relation to client lifecycle documentation and client due diligence.
Review client lifecycle cases adhering to relevant regulatory, compliance and business requirements.
Partner with Senior Associates for guidance on complex client review lifecycle cases.
Provide advice, training and ongoing coaching to Private Wealth teams regarding client lifecycle management.
Liaise effectively with key stakeholders (Private Wealth, AML Compliance, Product teams, Tax Risk Management, Data Management) to remove obstacles impacting client lifecycle management.
Support continuous process improvement to align with changes in operating model and/or regulatory environment.
Provide guidance to stakeholders on exception documentation and approval processes, ensuring all exceptions are documented, tracked and monitored.
Provide general administrative support to Client Services Support Management, including production of Management Information (MI) and creation of presentation decks.
Ensure departmental guides, processes, and procedures are current.
Proven experience within the banking/financial services industry.
Good knowledge of client due diligence, KYC and AML compliance.
Effective analytical and problem-solving skills.
Demonstrated track record of taking responsibility and driving tasks through to completion.
Proven ability to maintain focus and productivity during periods of change and transformation.
36.25 hours/week
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. As Canada's largest bank, it provides personal and commercial banking, wealth management, and capital markets services to over 17 million clients worldwide.
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