Wealth management Work, Jobs in Newcastle Upon Tyne, Eng (with Salaries)

Wealth and Investments Client Administrative Services Associate
Royal Bank of Canada —Newcastle upon Tyne
- Full-time
- Analysis skills
- Organisational skills
- IT
3d
Apprentice financial advisor
TC-Group —Newcastle upon Tyne
- Full-time
- Financial services
- Communication skills
- Annual leave
Quick apply
Change Manager
Northumbria Healthcare - NHCT Northumbria Healthcare NHS Foundation Trust —Seaton Delaval
- £49,387 - £56,515 a year
- Full-time
- Communication skills
- Negotiation
3d
Patient Care Advisor - RTT Tracker
Northumbria Healthcare - NHCT Northumbria Healthcare NHS Foundation Trust —North Shields
- £25,760 - £27,476 a year
- Full-time
10d
Account Development Manager - NHS Fleet Solutions
Northumbria Healthcare - NHCT Northumbria Healthcare NHS Foundation Trust —Seaton Delaval
- £48,117 a year
- Full-time
10d
Buyer
SMD Ltd —Wallsend
- Full-time
- Hybrid work
- Communication skills
- Free parking
- Annual leave
Quick apply
13d
Paraplanner
Azets —Newcastle upon Tyne
- Full-time
- CRM software
- Microsoft Excel
- Data entry
Quick apply
Financial Administrator
Perspective Financial Group —Newcastle upon Tyne
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
13d
Paralegal
Document Risk Solutions (DRS) —Newcastle upon Tyne
- £26,500 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Financial services
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
Senior Associate Client Administration
Evelyn Partners —Newcastle upon Tyne
- Full-time
- Hybrid work
- No degree
- Organisational skills
- Financial services
Quick apply
Assistant Pricing Manager
Wave Utilities —Durham
- From £43,000 a year
- Full-time
- Hybrid work
- Communication skills
- Free parking
- Employee assistance programme
Quick apply
11d
Cleaner
Reeves Group Holdings —Newcastle upon Tyne
- £12.71 an hour
- Part-time
- In-person
- Time management
- Sick pay
Quick apply
4d
Business Support Co-ordinator
Wave Utilities —Durham
- From £26,634 a year
- Full-time
- Hybrid work
- Customer service
- Computer literacy
- Free parking
- Employee assistance programme
Quick apply
6d
DevOps Lead Systems Engineer (VP / Associate Director Level) - RBC Cloud, Wealth Management Infrastructure Engineering (London or Newcastle)
Royal Bank of Canada —Newcastle upon Tyne
- Full-time
- Azure
- Financial services
- Communication skills
Community Physiotherapy Clinical Manager
Northumbria Healthcare - NHCT Northumbria Healthcare NHS Foundation Trust —Seaton Delaval
- £57,528 - £64,750 a year
- Full-time
11d
Bank Advanced Paediatric Practitioner
Northumbria Healthcare - NHCT Northumbria Healthcare NHS Foundation Trust —Newcastle upon Tyne
- £57,528 - £64,750 a year
- Part-time
11d
eDiscovery Specialist
DAC Beachcroft —Newcastle upon Tyne
- Hybrid work
- Project management
- Financial services
- AI
Quick apply
Clinical Lead - Acute Oncology
Northumbria Healthcare - NHCT Northumbria Healthcare NHS Foundation Trust —Cramlington
- £113,565 - £150,569 a year
- Part-time
9d
Solution Architect
FNZ —Newcastle upon Tyne
- Full-time
- Java
- Mentoring
- Communication skills
Solicitor / Associate
Ward Hadaway LLP —Newcastle upon Tyne
- Full-time
- Hybrid work
- Business development
- Travel
- IT
- Annual leave
13d

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Wealth and Investments Client Administrative Services Associate

Royal Bank of Canada -
Newcastle upon Tyne

Apply Now

Job details

Full-time
3 days ago

Qualifications

Analysis skills
Data management
Organisational skills
IT
Financial services
Communication skills
Time management

Full job description

Job Description

What is the opportunity?

We have an exciting opportunity for a Wealth and Investments Client Administrative Services Associate to join our Chief Administration Office in Newcastle.

You'll be a key point of contact for both clients and our client-facing teams, focusing on core client maintenance activities that support the full client lifecycle. Working in partnership with colleagues across Compliance, Risk, Tax, and Operations, you'll deliver good client outcomes with a focus on consumer support and Consumer Duty.

This is a permanent, full-time role and requires 4 days in the office at our Newcastle office.

What will you do?

Carry out client call backs and direct client emails relating to change of bank details, W8-BEN form queries, and regulatory requirements
Support the central client reallocation process for client portfolio leavers across the branch network, liaising with client-facing teams, operations, and IT
Manage operational event processes, including logging, quality assurance, and escalation to resolution
Assist with bereavement process management and support process redesign initiatives
Produce client-facing team support material and management Information for data remediation projects, including tracking progress and completion rates
Provide regular updates to client-facing teams through meetings, Teams communications, and regional calls on client reallocations and regulatory findings
Support the requirements, testing, and roll-out of automated and semi-automated workflow solutions to optimise processes
Analyse business data and management information, constructing summary reports for meetings, forums, and committees

What do you need to succeed?

Must-have

Demonstrable experience in financial services client administration or operations
Strong analytical skills with the ability to construct reports and identify process improvements
Excellent organisational and time management skills with the ability to manage multiple competing priorities
Professional communication skills, both written and oral, with the ability to influence stakeholders
Robust data management and IT proficiency
Ability to develop and maintain strong working relationships across multiple teams and departments

Nice-to-have

Knowledge of regulatory requirements within wealth management and financial services
Experience with workflow automation or process optimisation projects
Familiarity with client lifecycle management or bereavement processes

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.

#RBCBD

Job Skills

Active Learning, Communication, Critical Thinking, Customer Service, Operational Delivery, Process Improvements, Time Management

Additional Job Details

Address:

32 GALLOWGATE:NEWCASTLE UPON TYNE

City:

Newcastle Upon Tyne

Country:

United Kingdom

Work hours/week:

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-06-10

Application Deadline:

2026-06-24

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.

Join our Talent Community

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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.

Apply Now

Refine Your Search

wealth management jobs in newcastle upon tyne, eng

Wealth and Investments Client Administrative Services Associate

Apprentice financial advisor

Change Manager

Patient Care Advisor - RTT Tracker

Account Development Manager - NHS Fleet Solutions

Buyer

Paraplanner

Financial Administrator

Paralegal

Senior Associate Client Administration

Assistant Pricing Manager

Cleaner

Business Support Co-ordinator

DevOps Lead Systems Engineer (VP / Associate Director Level) - RBC Cloud, Wealth Management Infrastructure Engineering (London or Newcastle)

Community Physiotherapy Clinical Manager

Bank Advanced Paediatric Practitioner

eDiscovery Specialist

Clinical Lead - Acute Oncology

Solution Architect

Solicitor / Associate

I want to receive the latest job alerts for wealth management in newcastle upon tyne, eng

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