Job Summary
Job Description
What is the opportunity?
You will provide guidance and support to advisors and marketing on capturing, reporting, analyzing and utilizing client information. You will apply experience and seasoned knowledge, skills, and practices to perform a variety of assignments.
What will you do?
- Member of a global Client Experience Group responsible for the onboarding of clients primarily focused on onboarding requests from Canada and US but will cover all RBC locations and Capital Markets products.
- Manage client lifecycle approvals across the regional functional teams (KYC, AML, Legal, Operations, IT, Credit, Docs, Risk) to ensure smooth and efficient experience for the client and Sales.
- Facilitation and reporting status of 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, covering any operational deficiencies, trading without approvals, risk loss events.
- Regular review of all global product onboarding procedures to ensure any new requirements are updated and any process operational or regulatory are reflected on a minimum annual basis.
- Ensure compliant with Firm Policies applicable to onboarding and regulatory activities e.g. Global client onboarding procedures, KYC/AML/Regulatory.
- 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
What you need to succeed?
- Bachelor’s Degree or equivalent
- 2+ years onboarding experience preferred or experience in a related operations role
- Basic Understanding of Capital Markets products – FX, Cash and Equity Derivatives, Fixed Income, Futures, Commodities and Rates Derivatives
- Proficient in Microsoft Office tools, with advanced Excel skills (macros, look-ups etc) and PowerPoint skills
- Some experience working on change projects and, open change mindset
- 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.
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
- Leaders who support your development through coaching and managing opportunities
- Work in a dynamic, collaborative, progressive, and high-performing team
- Opportunities to do challenging work
- Flexible work/life balance options
Job Skills
Business Intelligence (BI), Commercial Acumen, Critical Thinking, Customer Analytics, Detail-Oriented, Programming Languages, Results-Oriented
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:
CAPITAL MARKETS
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2024-12-26
Application Deadline:
2025-01-13
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Inclusion and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
What We Do
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 88,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada’s biggest bank, and one of the largest in the world based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com.
We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities.
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