CRM Associate, Data Advisory & Optimisation

Join Our Team as a CRM Associate – Shape the Future of Wealth Management!

What’s the Opportunity?

We’re looking for a dynamic Client Relationship Management (CRM) Associate to join our Data Advisory and Optimisation team in the heart of London (or sunny Jersey!). Reporting to our CRM Manager, you’ll be the go-to person for keeping our Wealth Management Europe Salesforce platform running like a well-oiled machine. Think of yourself as the bridge between users, tech teams, and big-picture strategy—ensuring everyone gets the support they need while driving innovation forward.

Your mission? To optimize processes, solve problems, and empower users through training, troubleshooting, and seamless system upgrades. You’ll collaborate with bright minds across business and tech, champion data quality, and play a key role in rolling out changes that make a real impact.

This is a permanent, full-time role with 4 days in the office (London or Jersey) — perfect for someone who thrives in a flexible, relationship-driven environment.

What Will You Do?

• Be the CRM hero: Tackle user queries, build dashboards, and keep our Salesforce platform humming.
• Empower teams: Create training materials, coach users, and ensure everyone feels confident with the tools.
• Drive change: Support the CRM Manager in rolling out updates, coordinating testing, and making sure new features land smoothly.
• Collaborate & innovate: Work with stakeholders to refine processes, improve data quality, and turn insights into action.
• Keep things organized: Maintain documentation, track progress in Jira, and ensure no detail slips through the cracks.
• Champion efficiency: Manage user access, optimize licenses, and help teams work smarter.

What Do You Need to Succeed?
Must-Have

• A knack for building relationships and driving growth—whether in business development, client management, or partnership roles.
• Hands-on CRM experience (Salesforce is our jam, but other platforms count too!).
• Data-savvy mindset: You know how to wrangle data, build reports, and turn numbers into stories.
• Wealth management know-how: Familiarity with banking, investments, or fiduciary services is key.
• Tech toolkit: Proficiency in Microsoft Office, Tableau/Power BI, and tools like Jira/Confluence.
• Problem-solver vibes: You thrive on troubleshooting and making complex systems user-friendly.

Nice-to-Have

• Experience with Agile methodologies—because we love iterative progress.
• A passion for training and coaching—helping others grow is part of our DNA.

Why Us?

This isn’t just a job—it’s a chance to shape how we connect with clients in the wealth management space. You’ll work with a collaborative, forward-thinking team that values fresh ideas and long-term relationships.

Ready to Make an Impact?
If this sounds like your next adventure, apply now! Let’s build the future of CRM together. 

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.

• A comprehensive Total Rewards Program including bonuses, flexible benefits and competitive compensation.
• 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.

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Job Skills

Business Appraisals, Business Process Design, Business Process Modeling, Configuration Management (CM), Implementation, Requirements Analysis, Workflow Analysis

Additional Job Details

100 BISHOPSGATE:LONDONLondonUnited Kingdom35Full timeWEALTH MANAGEMENTRegularSalaried2026-05-012026-05-16

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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.

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.