Senior Administrator, Client Services

What is the opportunity?

Join our team in Newcastle as a Senior Officer, Client Services Support.

This role provides advice in respect of client lifecycle management processes and in respect of the Wealth Management International (WMI) Client Due Diligence Policy requirements to minimise error rejection rates and ensure a seamless client lifecycle management experience for clients. Client Services Support plays a crucial role in meeting WMI core strategic objectives ensuring the end-to-end delivery of unrivalled client experience and best in class delivery of multiple solutions.

RBC’s expectation is that from mid-September 2025, 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?

• Support Senior Associates in being the primary point of contact for 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 the relevant regulatory, compliance and business requirements.

• Partner with Senior Associates for further guidance in respect of client review lifecycle cases for complex structures.

• Support Senior Associates by being a Subject Matter Expert providing advice, training and ongoing coaching to the Sale & Relationship Management (S&RM) teams.

• Liaise effectively with key stakeholders including Sales & Relationship Management, AML Compliance, Product teams, Tax Risk Management and data management to remove obstacles impacting client lifecycle management.

• Support continuous process improvement to ensure alignment with any changes to the operating model and/or regulatory environment.

• Support Senior Associates with providing guidance to stakeholders in respect of exception documentation and approval processes; ensure all exceptions are documented, tracked and monitored.

• Provide general administrative support to CSS Management including production of MI and creation of presentation decks.

What do you need to succeed?

Must-have

• Good understanding of AML, KYC and regulatory requirements for client onboarding.

• Proven experience within the banking/financial services industry.

• Good knowledge of client due diligence, KYC and AML compliance.

• Ability to assist in managing stakeholder expectations and handle conflict.

• Good understanding of control requirements.

Nice-to-have

• An understanding of RBCs Values and culture.

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.

#LI-SS2

Job Skills

Communication, Critical Thinking, Customer Service Management, Decision Making, Detail-Oriented, Group Problem Solving, Interpersonal Relationship Management, Operational Delivery, Time Management, Trust Operations Management

Additional Job Details

32 GALLOWGATE:NEWCASTLE UPON TYNE Newcastle upon Tyne United Kingdom 35 Full time WEALTH MANAGEMENT Regular Salaried 2025-07-17 2025-08-01

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.