Associate, Client Management

About the role

RBC Private Wealth is looking for an Associate to join its client management team in Saint Helier. The role supports Relationship Managers and underpins the onboarding process: handling new client setups, managing structure changes, keeping client data current and ensuring compliance. It is a full-time position with 36.25 hours per week, 4 days in the office with up to 1 day per week remote.

Key responsibilities

• Elevate client experiences by supporting Relationship Managers and ensuring smooth, compliant client onboarding.
• Review and verify KYC documentation, RBC forms and IRS paperwork, liaising with teams and clients to close gaps.
• Navigate complex structures for companies, trusts and charities, managing change requests precisely.
• Collate and review documentation before handing it over to specialist teams.
• Update client information in the CRM system accurately and promptly.

Required profile

• Proven experience in client-facing or client service roles.
• Strong KYC/CDD knowledge and understanding of company and trust structures.
• Meticulous attention to detail.
• Excellent written and verbal communication and the ability to manage several priorities.

Required skills

• Microsoft Word, Excel, PowerPoint and Outlook.
• Fast and accurate typing.

What we offer

• Leaders who support development through coaching and managing opportunities.
• The chance to work with the best in the field and make a lasting impact.
• A dynamic, collaborative, progressive and high-performing team.