Senior Associate, Onboarding and Transition Management, Client Lifecycle Management
Core
Manage client onboarding, offboarding, and transitional activities for pooled funds, segregated mandates, and CLOS at RBC BlueBay.
Role type
Senior Associate, Client Lifecycle Management
Builds
Onboarding and transition workflows for pooled funds, segregated mandates, and CLOS
Domain
Asset Management / Wealth Management
Deliverable
client delivery
Required skills
Client relationship management, stakeholder coordination, process automation, regulatory compliance awareness, equities and fixed income knowledge, ServiceNow proficiency
Preferred skills
Fund structure knowledge (UCITS, Cayman Trusts), legal contract understanding (IMAs, ISDA), ESG/sustainability interest
Technologies
ServiceNow
Responsibilities
Coordinate internal and external stakeholders for client onboarding journeys, manage client requests as central point of contact, identify workflow automation opportunities, collaborate with Product Development, Investment teams, and infrastructure groups, maintain policy and procedure documents for audit requirements
Seniority
Senior, hands-on IC