RBC
Capital Markets
Analyst,ClientSuccessTeam-RelationshipManagement
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Analyst, Client Success Team - Relationship Management at RBC. Skills: Client Success, Relationship Management, Client Onboarding, Capital Markets. 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 servi”
What You'll Achieve.
ensure end-to-end client satisfaction is attained throughout the pre and post onboarding lifecycle; deliver a smooth and efficient experience for the client and Sales.; meeting client deadlines and expectations.; Proactively identify opportunities to enhance, streamline and automate processes
Industry & Context.
Group Problem Solving; Decision Making
What They're Looking For.
Must Have
Bachelor's Degree or equivalent/similar, Basic understanding of Capital Markets products – FX, Cash and Equity Derivatives, Fixed Income, Futures, Commodities and Rates Derivatives, Proficient in MS Excel skills (macros, look-ups etc. ), experience with CRM systems or onboarding platforms, Excellent communication skills, both written and verbal, Proactive, team player, self-motivated with organizational and time management skills, 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 Have
Some onboarding experience preferred or experience in a related role (KYC, operations, regulations, credit risk), Understanding of fund management industry is a benefit but not essential
What You'll Do.
Manage client lifecycle requests for new and existing clients across the functional teams (KYC
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
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
documentation of policy/procedures and reporting/metrics)
Proactively identify opportunities to enhance
streamline and automate processes
How You'll Work.
Team & Collaboration
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.; 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; Collaboration; working together to deliver trusted advice; working together as One RBC; effectively collaborate
Communication Scope
Excellent communication skills, both written and verbal
Full Job Description
**_Job Description_** **What is the opportunity?** 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. **What will you do?** * 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 **What you need to succeed?** **Must have 's** * 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 a
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