Senior Associate, Client Data (12 month FTC)

What is the opportunity?

This 12-month Fixed Term contract is to support the Fund Investor Ops & Client Data team.  The Senior Associate is responsible for ensuring the accuracy, integrity, an operational usability of client and investor data across the firm’s system and processes.  The role acts as a key control point between Sales, Operations, Transfer Agents and Platforms, ensuring that client information is complete, reconciled, and fit for both operational and commercial use.  The individual will also support the Fund Investor Operations workflows and controls.

RBC’s expectation is that 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.

What will you do?

Data Reconciliation & Maintenance

• Reconcile internal sales and distribution data with third party sources (transfer agent, platform and distributors). Identify and resolve data inconsistencies between internal systems.
• Act as a key contributor to the implementation and adoption of the Fund Distribution Management System, supporting design, testing, data loading, and user acceptance.

System load and accuracy

• Load, review and maintain high quality data across internal data platforms.  Liaise with internal and external vendors to ensure timely updates and completeness of data.

Fund Investor Operation support

• Assist in BAU tasks such as trade approvals, sales support, and AuM reporting.

Process Documentation

• Update and maintain internal process documentation to ensure continuity. Contribute to procedural and efficiency improvements where appropriate.

Operational efficiency & data management

• Work with Fund Distribution team and Fund Investor Operations team to streamline platform processes, improve data accuracy, and enhance reporting capabilities

What do you need to succeed?

Must have

• Knowledge of the financial services industry, segregated assets and UCITs funds and products.
• Proven experience in a related business function (e.g., implementation/client support/service team).
• Digitally savvy with good understanding of CRM tools, proficient in Microsoft Office
• Highly organised and detail-oriented; ability to multitask in fast-paced environment.
• Exemplify RBC purpose, vision and values
• Self-motivated and able to work under pressure in a dynamic and fast paced environment
• A track record of managing deadlines and delivering with a client first mind-set.
• Strong interpersonal skills, ability to collaborate with others across the business.
• Drive and determination.

Nice to have

• Salesforce experience is desirable

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

• A world-class training program in financial services

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.

Job Skills

Business Analytics, Commercial Acumen, Critical Thinking, Customer Analytics, Detail-Oriented, Group Problem Solving, Long Term Planning, Professional Presentation

Additional Job Details

100 BISHOPSGATE:LONDONLondonUnited Kingdom35Full timeWEALTH MANAGEMENTContract (Fixed Term)Salaried2026-03-182026-04-01

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.