Analyst, Client Success Team - Relationship Management

Job Description

We are seeking a highly organized and detail‑oriented Client Success Team – relationship management Analyst, responsible for the entire workflow, providing a professional, responsive, and accurate service to client and internal business partners.

Leverage knowledge of the client onboarding policies and Capital Markets operations to ensure end-to-end client satisfaction is attained throughout the pre and post onboarding lifecycle while acting as a primary point of contact and escalation between RBC and its clients.

• Member of a global team primarily focused on Capital Markets onboarding requests from clients and sales desks based in North America (Canada/U.S)
• Manage client lifecycle requests for new and existing clients across the functional teams (KYC, AML, Legal, Operations, IT, Credit, Docs, Risk) to deliver a smooth and efficient experience for the client and Sales.
• Maintain and update status reports on 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, assisting with any operational deficiencies, trading without approvals, risk loss events.
• Ensure compliance with bank policies applicable to onboarding across KYC, risk and regulatory activities.
• 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.

• Bachelor’s Degree or equivalent/similar
• Some onboarding experience preferred or experience in a related role (KYC, operations, regulations, credit risk)
• Basic understanding of Capital Markets products – FX, Cash and Equity Derivatives, Fixed Income, Futures, Commodities and Rates Derivatives
• Understanding of fund management industry is a benefit but not essential
• Proficient in MS Excel skills (macros, look‑ups etc.) and experience with CRM systems or onboarding platforms
• 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.

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation
• Leaders who support your development through coaching and managing opportunities
• Opportunities to work with the best in the field
• Work in a dynamic, collaborative, progressive, and high‑performing team
• A world‑class training program in financial services
• Flexible working options fully supported.

Active Learning, Adaptability, Critical Thinking, Customer Service, Decision Making, Detail‑Oriented, Group Problem Solving, Interpersonal Relationship Management, Product Services, Time Management

Address: RBC CENTRE, 155 WELLINGTON ST W: TORONTO

City:
Toronto

Country:
Canada

Work hours/week: 37.5

Employment Type:

Full time

Platform: CAPITAL MARKETS

Job Type: Regular

Pay Type:

Salaried

Posted Date:

Final date to receive applications:

Note:

Applications will be accepted until 11:59 PM on the day prior to the Final date to receive applications date above.