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Associate, Client Design

Job in Toronto, Ontario, M5A, Canada
Listing for: 0000055528 RBC Investor Services Trust
Full Time position
Listed on 2026-06-28
Job specializations:
  • IT/Tech
    IT Business Analyst, Business Systems/ Tech Analyst, Data Analyst, Change Management
  • Business
    Business Systems/ Tech Analyst, Data Analyst, Change Management
Job Description & How to Apply Below

Job Description

What is the opportunity?

Join RBC Investor Services as a Client Design Associate and play a pivotal role in our clients' digital transformation journey. This position offers the unique opportunity to combine strategic thinking with hands-on execution, helping clients unlock value through digital adoption. You'll work with a consultative, solutions-oriented mindset—anticipating client needs, driving measurable improvements, and delivering exceptional service that sets RBC apart.

What will you do?

Client Discovery & Assessment

  • Conduct discovery sessions to understand technology infrastructure, document current systems and pain points, and identify business objectives and success metrics.

  • Strategy & Analysis

  • Develop insights into business strategies, conduct gap assessments for digital adoption opportunities, analyze reporting needs, map workflows, and present findings with clear recommendations.

  • Requirement Documentation & Data Analysis

  • Analyze client data, develop detailed requirement documentation, and drive improved experience and financial results.

  • Internal Cross-Functional Collaboration

  • Partner with implementation teams to translate requirements into delivery plans, facilitate stakeholder communication, and identify and resolve blockers.

  • Digital Adoption & Execution

  • Support clients through execution-oriented service delivery, translate strategy into actionable plans with clear timelines and deliverables, and guide their digital transformation journey.

  • Client Partnership & Relationship Management

  • Build strong consultative relationships, anticipate client needs, communicate findings professionally, and coordinate seamless execution across teams.

  • Feedback Collection & Continuous Improvement

  • Gather client feedback throughout engagement, compile insights from discovery and implementation phases, and circulate learnings to operations for process improvements.

  • Product & Solution Analysis

  • Evaluate RBC's product offerings against client needs, provide product feedback to leadership on market gaps, and communicate solution options and competitive positioning insights.

  • What do you need to succeed?

    Must haves:

  • 5+ years in Asset Servicing or Asset Management with a proven track record creating and executing digital adoption strategies

  • Strong understanding of data requirements, including data governance, reporting, analytics, and translating business needs into actionable data solutions

  • Proven experience working directly with asset managers and C-suite stakeholders with the ability to build trusted relationships and communicate effectively across senior leadership teams

  • Bachelor's degree in Finance, Business, or related field

  • Exceptional written and verbal communication abilities and strong analytical and problem-solving capabilities with excellent client relationship building skills

  • Project management experience and consultative, solutions- oriented mindset

  • 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, commissions, and stock where applicable.

  • Leaders who support your development through coaching and managing opportunities

  • Ability to make a difference and lasting impact.

  • Work in a dynamic, collaborative, progressive, and high-performing team.

  • Flexible work/life balance options.

  • Opportunities to do challenging work.

  • Opportunities to take on progressively greater accountabilities.

  • Access to a variety of job opportunities across business.

  • Job Skills

    Adaptability, Communication, Decision Making, Detail-Oriented, Group Problem Solving, Personal Initiative, Product Services, Service Request Management

    Additional Job Details

    Address:

    RBC CENTRE, 155 WELLINGTON ST W:

    TORONTO

    City:

    Toronto

    Country:

    Canada

    Work hours/week:

    37.5

    Employment Type:

    Full time

    Platform:

    WEALTH MANAGEMENT

    Job Type:

    Regular

    Pay Type:

    Salaried

    Posted Date:

    Final date to receive applications:

    Note:…

    Position Requirements
    10+ Years work experience
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