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Officer, Fiduciary Client Services

Jersey

Full Time
Permanent
Employer Listing
Finance
Investments

Job Description What is the opportunity? We have an exciting opportunity for a Fiduciary Client Services Officer to join the Client Services team in Jersey. Fiduciary Client Services drives the efficiency and consistency of standards and controls for Client Lifecycle Management including FATCA Common Reporting Standards (CRS) regulatory reporting obligations, Client Qualification, Changes to Control, Ownership & Benefit and Periodic AML reviews in multiple jurisdictions. The individual will be a member of the Fiduciary Client Services – Periodic AML Review Administration Team. This team is the primary contact for Fiduciary Management Teams (FMT) providing guidance and support for FATCA and CRS compliance and in respect of all new and existing client lifecycle management requests. The individual will primarily provide support and assistance in respect of FATCA CRS regulatory reporting and aid with the Periodic AML Process. 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? Assist with the co-ordination of FATCA CRS Regulatory Reporting for Fiduciary Services as required by the business. Support and follow procedures and controls to ensure compliance with regulatory requirements and accurate data. Assist with the completion of US Tax Withholding forms for the Fiduciary Services business. Contribute to the development of technology requirements and test as appropriate. Drive and communicate continuous process improvements to ensure alignment with any changes to the operating and/or regulatory environment. Support and assist with training of specific team members and support the wider Fiduciary Services training and awareness. Provide support and assistance to Periodic AML Review team in respect of client lifecycle management and the relevant related RBC policies and procedures. Provide support to all relevant remediation projects, monitoring progress and providing regular reporting as required. What do you need to succeed? Must-have Relevant and evidenced experience within the Wealth Management industry. Understanding of Fiduciary Business & related administration. Strong communication skills; oral and written and client service orientation. Excellent attention to detail & controls. Ability to work under pressure, adapt to change and execute in timely fashion. Ability to effectively work alongside other Managers and Client Lifecycle Management to balance the resourcing needs across the client lifecycle. Competency in Microsoft Office. 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. #LI-SS2 Job Skills Communication, Data Entry, Detail-Oriented, Email Services, Office Administration, Presentation Software, Spreadsheet Software, Teamwork, Time Management, Word Processing Software Additional Job Details Address: GASPÉ HOUSE, 66-72 ESPLANADE:SAINT HELIER City: Saint Helier Country: Jersey Work hours/week: 36.25 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2026-01-27 Application Deadline: 2026-02-11 Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Inclusion and Equal Opportunity Employment At 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. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com. 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. Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 84,000+ employees who bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada’s biggest bank, and one of the largest in the world based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to more than 16 million clients in Canada, the U.S. and 34 other countries. Learn more at rbc.com.‎ We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at rbc.com/community-social-impact.

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