Job Description

What is the opportunity?

The Chief Administration Office (CAO) supports the Client Facing Teams (CFT) across all business lines through three core principles: Protect, Sustain, and Grow. The Protect agenda ensures robust first-line controls and processes for client-centric outcomes, while Sustain acts as the liaison between front office and client teams, triaging issues to enhance productivity and performance. The Grow principle focuses on creating capacity for client teams through process improvements, high-quality data, change projects, and training to drive new business opportunities.

They are now seeking a Client Administrative Services Senior Associate, based in London on a permanent basis. Reporting to the Client Administrative Services Senior Manager, the Senior Associate will be a key point of contact for both clients and client facing teams. You will focus on core client maintenance activities, supporting the client lifecycle. Responsibilities within the team include but not limited to the completion of tasks related to regional client reallocation, regulatory client call backs, W-8 BEN renewals, managing bereavement services, fee anomalies and CFT operating events.

The role holder will work in partnership with colleagues across various areas of the business such as Compliance, Risk, Tax and Operations to support Client Facing Teams and build strong relationships to deliver good client outcomes with a focus on consumer support / Consumer Duty.

What will you do?

Support the operational event process. This includes ensuring operating events are identified and correctly logged.

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

Providing regular MI on Operational events (identifying common themes, clearly articulating root cause, controlling weaknesses and next steps).

Support the Client Administrative Services team by carrying out client call backs/direct client emails. This could be relating to a change of bank details and queries relating to the W8-BEN form process.

Support the central Client reallocation process for CP leavers across the branch network, being the main point of contact, escalating queries to Senior Managers across branches and   liaising with CFT, Operations, IT etc.

Managing the bereavement process / redesigning the bereavement process.

Produce CFT support material for data remediation projects i.e. CP Leavers underlying client data, MI to track progress throughout each reallocation and MI to track W Form completion rates

Contribute with appropriate updates on CFT Teams Calls, CFT Teams Chats, office / regional calls regarding reallocation of clients and regulatory findings/breaches.

Deliver automated / semi-automated workflow solutions to optimise the end-to-end process.

Analysis of business data and MI, constructing summary reports as required for meetings (forums / committees).

Attend refresher training throughout the year to support the regulatory changes within processes.

Develop and maintain robust relationships within the CFT branch network.

Work with Operational Risk to maintain oversight of total Operating Events.

Support the CFT Support Team to achieve their KPIs and strategic objectives

Facilitate the implementation / adoption of other centrally-driven projects and initiatives.

What do you need to succeed?

Must-have

Previous experience: Demonstrable experience in a client services, operations, operational risk role, or similar related experience.

Strong understanding of risk: Demonstrated ability to navigate and manage risk effectively.

Excellent communication skills: Proficient in both written and spoken English, ensuring clear and professional interactions.

Strong numerical skills: Comfortable with data analysis and numerical tasks.

Proficiency in MS Office: Skilled in Word, Excel, and PowerPoint for efficient task execution.

Meticulous attention to detail: Committed to delivering high-quality output with precision.

Well-organized and focused: Able to manage tasks efficiently and maintain productivity.

Adaptable and flexible: Capable of multitasking and adjusting priorities as needed.

Self-motivated: Able to work independently with minimal supervision once tasks are assigned.

Proactive problem solver: Takes initiative, suggests solutions, and investigates issues thoroughly.

High learning agility: Quick to learn and eager to expand knowledge and skills.

Strong interpersonal skills: Able to develop and maintain effective working relationships across all levels.

Empathetic communicator: Skilled in communicating with colleagues in a respectful and understanding manner.

Willingness to travel: Flexible to travel across the RBC Brewin Dolphin branch network as required.

Nice to have

Openness to change: Experience in dynamic environments and embraces opportunities that come with organisation change

What’s 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.

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.

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

Commercial Acumen, Critical Thinking, Customer Relationship Management (CRM), Long Term Planning, Results-Oriented

Additional Job Details

Address:

100 BISHOPSGATE:LONDON

City:

London

Country:

United Kingdom

Work hours/week:

35

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-02-11

Application Deadline:

2026-02-25

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.

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

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.

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.