Analyst, Client Success Team - Relationship Management

Royal Bank of Canada • Toronto, ON

7d • Onsite

About The Position

We are seeking a highly organized and detail-orientated 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.

Requirements

• 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

Nice To Haves

• Understanding of fund management industry is a benefit but not essential

Responsibilities

• 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

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree
• Number of Employees: 101-250 employees