Rbc
ClientServicesAdministrator
Neural analysis suggests this role is
optimal for Mid candidates.
“Client Services Administrator at Rbc. Skills: Client data validation, AML compliance, Process improvements. Conduct initial reviews of new client account packs, ensuring adherence to Brewin processes and AML regulatory requirements. Liaise with Investment Managers to obtain accurate client information”
What They're Looking For.
Must Have
Degree-educated with QFA qualification (or equivalent), Moderate experience in financial services, compliance, or AML roles, Exceptional accuracy, numeracy, and attention to detail, Clear communication skills (oral and written), Ability to meet deadlines in a fast-paced environment, Flexible, collaborative, and proactive team player
Nice to Have
Familiarity with CBI regulatory standards and AML frameworks
What You'll Do.
Conduct initial reviews of new client account packs
ensuring adherence to Brewin processes and AML regulatory requirements
Liaise with Investment Managers to obtain accurate client information
Validate AML regulatory data before forwarding completed client account packs to Client Verification in Brewin UK
Update relevant systems to enable Investment Managers to commence client trading
Assist with ad hoc projects and business development initiatives by applying AML data validation standards
Communicate with clients as necessary to resolve onboarding queries
Prioritize workload and identify when support is needed to meet goals
Actively enhance onboarding processes by exploring efficiencies and improvements
Comply with RBC policies
including CBI Common and Additional Conduct Standards
How You'll Work.
Team & Collaboration
Support team members and collaborate with Client Verification, Compliance, and Financial Planning departments
Communication Scope
Clear communication skills (oral and written)
Full Job Description
**_Job Description_** **What is the opportunity?** We have an exciting opportunity for a Client Services Administrator to join our team in Dublin. You will play a critical role in ensuring compliance with Anti-Money Laundering (AML) regulations by validating client data with precision and integrity. This position is ideal for detail-oriented professionals who thrive in a regulated environment and are committed to maintaining the highest standards of accuracy and confidentiality. **What will you do?** * Conduct initial reviews of new client account packs, ensuring adherence to Brewin processes and AML regulatory requirements. * Liaise with Investment Managers to obtain accurate client information. * Validate AML regulatory data before forwarding completed client account packs to Client Verification in Brewin UK. * Update relevant systems to enable Investment Managers to commence client trading. * Assist with ad hoc projects and business development initiatives by applying AML data validation standards. * Support team members and collaborate with Client Verification, Compliance, and Financial Planning departments. * Communicate with clients as necessary to resolve onboarding queries. * Prioritize workload and identify when support is needed to meet goals. * Actively enhance onboarding processes by exploring efficiencies and improvements. * Comply with RBC policies, including CBI Common and Additional Conduct Standards. **What do you need to succeed?** **Must-have** * Degree-educated with QFA qualification (or equivalent). * Moderate experience in financial services, compliance, or AML roles. * Exceptional accuracy, numeracy, and attention to detail. * Clear communication skills (oral and written). * Ability to meet deadlines in a fast-paced environment. * Flexible, collaborative, and proactive team player. **Nice-to-have** * Familiarity with CBI regulatory standards and AML frameworks. **What is in it for you?** We thrive on the challenge to be our best - progressive
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