Client Success Team, Relationship Management Associate

RBC•Toronto, ON

13d•Onsite

About The Position

We are seeking a highly organized and detail-orientated capital markets onboarding 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 the 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
Confident and Client First approach to join client calls with Sales.
Ability to assist/walk clients through our process and provide guidance and best approach.
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 the UK and Europe.
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.
Represent RBC professionally on client calls alongside Sales, demonstrating deep product and process expertise while building trust and confidence through clear communication, active listening, and a genuine commitment to understanding and addressing client needs and concerns.
Serve as a knowledgeable guide and trusted advisor, proactively walking clients through our onboarding process, explaining requirements and timelines, anticipating questions, and providing tailored recommendations to ensure clients feel supported and confident throughout their journey with RBC.