Associate, Client Success Team

What is the opportunity?

You will provide guidance and support to advisors and marketing on capturing, reporting, analyzing and utilizing client information. You will apply experience and seasoned knowledge, skills, and practices to perform a variety of assignments.

What will you do?

• Member of a global Client Experience Group responsible for the onboarding of clients primarily focused on onboarding requests from Canada and US but will cover all RBC locations and Capital Markets products.
• Manage client lifecycle approvals across the regional functional teams (KYC, AML, Legal, Operations, IT, Credit, Docs, Risk) to ensure smooth and efficient experience for the client and Sales.
• Facilitation and reporting status of the onboarding progress to business stakeholders, providing transparency and improved client service, escalating as required in order to meet Client deadlines and expectations.
• Identifying and escalating any operational control events to the relevant escalation teams, covering any operational deficiencies, trading without approvals, risk loss events.
• Regular review of all global product onboarding procedures to ensure any new requirements are updated and any process operational or regulatory are reflected on a minimum annual basis.
• Ensure compliant with Firm Policies applicable to onboarding and regulatory activities e.g.  Global client onboarding procedures, KYC/AML/Regulatory. 
• Provide additional business support as directed by reporting manager (e.g. strategic or regulatory initiatives, projects, documentation of policy/procedures and reporting/metrics)
• Proactively identify opportunities to enhance, streamline and automate processes

What you need to succeed?

• Bachelor’s Degree or equivalent
• 2+ years onboarding experience preferred or experience in a related operations role
• Basic Understanding of Capital Markets products – FX, Cash and Equity Derivatives, Fixed Income, Futures, Commodities and Rates Derivatives
• Proficient in Microsoft Office tools, with advanced Excel skills (macros, look-ups etc) and PowerPoint skills
• Some experience working on change projects and, open change mindset
• Excellent communication skills, both written and verbal
• Proactive, team player, self-motivated with strong organizational and time management skills (must be able to prioritize and re-prioritize tasks to meet the fast paced demands of the trading environment)
• Strong sense of accountability and ownership over "client experience" and end-to-end client on-boarding processes.
• Ability to successfully navigate a complex infrastructure that involves numerous groups and individuals.

What’s 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 and flexible benefits, competitive compensation
• Leaders who support your development through coaching and managing opportunities 
• Work in a dynamic, collaborative, progressive, and high-performing team
• Opportunities to do challenging work
• Flexible work/life balance options

Job Skills

Additional Job Details

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