Client Success Team - Relationship Management Associate

Royal Bank of Canada•New York, NY

8d•$90,000 - $135,000•Onsite

About The Position

The Relationship Management Associate is a member of a global team primarily focused on Capital Markets onboarding requests from clients and sales desks based in North America. The role manages lifecycle requests for new and existing clients across KYC, AML, Legal, Operations, IT, Credit, Documentation, and Risk teams to provide a smooth and efficient experience for clients and Sales. The associate maintains and updates onboarding progress reports for business stakeholders, escalating issues as needed to support client deadlines and expectations. The role also supports operational controls, compliance with bank onboarding policies, business initiatives, process improvements, and the documentation of policies, procedures, reporting, and metrics. The position is based at Brookfield Place, 200 Vesey Street, New York, and is a regular, salaried, full-time role with a 40-hour workweek. The expected salary range is $90,000–$135,000, depending on experience, skills, registration status, market conditions, and business needs. Additional compensation may be available through RBC’s discretionary variable compensation program.

Requirements

Bachelor’s degree or equivalent/similar qualification.
Three to five years of onboarding experience preferred, or experience in a related role such as client onboarding or lifecycle management, KYC/AML, operations, SEC/CFTC/Dodd-Frank regulations, credit risk, or business management.
Solid understanding of Capital Markets products, including FX, equities, fixed income, OTC derivatives, futures, and commodities, and of the client lifecycle management needed to support them.
Proficiency in Microsoft Excel, including macros and look-ups.
Excellent written and verbal communication skills.
Proactive, self-motivated team player with strong organizational and time-management skills, including the ability to prioritize and reprioritize tasks in a fast-paced trading environment.
Detail-oriented, with the ability to manage targets and timelines.
Strong accountability and ownership of the client experience and end-to-end client onboarding processes.
Ability to navigate complex infrastructures involving numerous groups and individuals.

Nice To Haves

Three to five years of onboarding experience.
Understanding of the fund management industry.
Experience with CRM systems or onboarding platforms.

Responsibilities

Manage onboarding and lifecycle requests for new and existing clients across KYC, AML, Legal, Operations, IT, Credit, Documentation, and Risk teams.
Maintain and update onboarding status reports for business stakeholders, providing transparency and escalating issues as required to meet client deadlines and expectations.
Identify and escalate operational control events, including operational deficiencies, trading without approvals, and risk-loss events.
Ensure compliance with bank policies applicable to onboarding, including KYC, risk, and regulatory activities.
Provide additional business support as directed by the reporting manager, including strategic or regulatory initiatives, projects, policy and procedure documentation, and reporting and metrics.
Identify opportunities to enhance, streamline, and automate processes.