Associate Director - Client Success Team, Relationship Management
Top Benefits
About the role
Job Description
What is the opportunity? The Associate Director of the Client Success Team, Relationship Management, is a key member of the team, serving as support for the Director of Client Success and senior point of contact between RBC Capital Markets businesses and clients. This role involves close collaboration with multiple functional partners to enhance client satisfaction, retention and growth. Responsible for leading and supporting a best-in-class client experience through all phases of the client lifecycle focusing on the Global Investment Banking, Corporate Banking, and Securitization businesses. This role will be responsible for all aspects of pre and post onboarding, providing a professional, attentive, and accurate service to clients and internal business partners, leveraging extensive knowledge of both the client onboarding process and Capital Markets operations. Responsible for active pipeline management measured against deal date adherence and escalated when at risk. Support implementation of a robust client pre and post care experience that can anticipate and quickly react to the consistent challenges that global regulatory changes present to RBC and its clients, and contribute to a continuous relationship management model creating a differentiating service from our peers What will you do?
Key Responsibilities
Relationship management: Ensure end-to-end client satisfaction is attained throughout the pre and post onboarding lifecycle while acting as the primary point of contact for RBC business partners Where required build and maintain strong relationships with clients by educating and guiding them through the RBC onboarding process Coordinate outreach for client documentation updates and ensure client contact is minimized with maximum effect, transparency, and any necessary escalations are performed in an accurate and timely manner E2E client case management: Act as a central point of contact for RBC Capital Markets business partners and internal functional teams. Escalating as needed to ensure deadlines are met. Coordinate and oversee E2E onboarding, and enforce service level expectations across functional partners responsible for performing activities pertinent to client onboarding Build and maintain strong relationships with functional partners in Sales, Operations and Enterprise Partners Utilize CLM tool and ecosystem for all onboarding related activities (e.g. status updates and document repository) Assume ownership and accountability for the resolution of complex issues and concerns relating to client onboarding and client documentation updates Process improvement: Support the strategic vision for the implementation of strategies to enhance client, business, and employee experience Collaborate with business partners to continually seek process improvements Stay abreast of industry trends and best practices People Leadership Ensure team operates effectively by adhering to the defined E2E onboarding methodology and policies Selects and builds high performing teams, leveraging individual capabilities and strengths Provides coaching, mentoring and professional development that further embeds the right cultural norms and values Develop training programs to enhance skills and knowledge of team What do you need to succeed?
Bachelor's degree with 7 to 10 years of relevant experience
Proven leadership experience with a focus on client experience and onboarding In-depth knowledge of KYC/AML, financial regulations, compliance requirements, and industry best practices Strong strategic thinking, problem-solving, and decision-making skills Excellent communication and interpersonal abilities to effectively liaise with diverse teams and clients Ability to innovate and adapt to evolving market dynamics Experience in defining and establishing new business processes and forming strong relationships across front office businesses and functions Experience operating in a highly complex and somewhat ambiguous environment. Agility and adaptability to support the day-to-day operation of the team while supporting ongoing evolution of the function.
Strong people leadership skills to manage, motivate and inspire a workforce
Understanding of change management to support the evolving nature of change related to business and regulator requirements as applicable. Proactive team player, self-motivated with strong organizational and time management skills (able to prioritize to meet the face paced demands of the capital markets business). 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, commissions, and stock where applicable Work in a dynamic, collaborative, progressive, and high-performing team Opportunities to do challenging work Opportunities to build close relationships with clients Access to a variety of job opportunities across business and geographies #LI-KA2 Job Skills Communication, Competitive Markets, Decision Making, Financial Services Industry, Foreign Exchange (FX) Trading, Interpersonal Relationship Management, Knowledge Organization, Operational Delivery, Risk Management, Securities Laws 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: 2026-07-20 Application Deadline: 2026-08-03 Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Our Employment Opportunities At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
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. RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.
Not the right fit? Search for Associate Director jobs in Toronto, Ontario, Canada
About RBC
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 94,000+ 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 more than 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. See how at www.rbc.com/community-social-impact.
La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais
Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social.
Similar Jobs
Associate Director - Client Success Team, Relationship Management
Top Benefits
About the role
Job Description
What is the opportunity? The Associate Director of the Client Success Team, Relationship Management, is a key member of the team, serving as support for the Director of Client Success and senior point of contact between RBC Capital Markets businesses and clients. This role involves close collaboration with multiple functional partners to enhance client satisfaction, retention and growth. Responsible for leading and supporting a best-in-class client experience through all phases of the client lifecycle focusing on the Global Investment Banking, Corporate Banking, and Securitization businesses. This role will be responsible for all aspects of pre and post onboarding, providing a professional, attentive, and accurate service to clients and internal business partners, leveraging extensive knowledge of both the client onboarding process and Capital Markets operations. Responsible for active pipeline management measured against deal date adherence and escalated when at risk. Support implementation of a robust client pre and post care experience that can anticipate and quickly react to the consistent challenges that global regulatory changes present to RBC and its clients, and contribute to a continuous relationship management model creating a differentiating service from our peers What will you do?
Key Responsibilities
Relationship management: Ensure end-to-end client satisfaction is attained throughout the pre and post onboarding lifecycle while acting as the primary point of contact for RBC business partners Where required build and maintain strong relationships with clients by educating and guiding them through the RBC onboarding process Coordinate outreach for client documentation updates and ensure client contact is minimized with maximum effect, transparency, and any necessary escalations are performed in an accurate and timely manner E2E client case management: Act as a central point of contact for RBC Capital Markets business partners and internal functional teams. Escalating as needed to ensure deadlines are met. Coordinate and oversee E2E onboarding, and enforce service level expectations across functional partners responsible for performing activities pertinent to client onboarding Build and maintain strong relationships with functional partners in Sales, Operations and Enterprise Partners Utilize CLM tool and ecosystem for all onboarding related activities (e.g. status updates and document repository) Assume ownership and accountability for the resolution of complex issues and concerns relating to client onboarding and client documentation updates Process improvement: Support the strategic vision for the implementation of strategies to enhance client, business, and employee experience Collaborate with business partners to continually seek process improvements Stay abreast of industry trends and best practices People Leadership Ensure team operates effectively by adhering to the defined E2E onboarding methodology and policies Selects and builds high performing teams, leveraging individual capabilities and strengths Provides coaching, mentoring and professional development that further embeds the right cultural norms and values Develop training programs to enhance skills and knowledge of team What do you need to succeed?
Bachelor's degree with 7 to 10 years of relevant experience
Proven leadership experience with a focus on client experience and onboarding In-depth knowledge of KYC/AML, financial regulations, compliance requirements, and industry best practices Strong strategic thinking, problem-solving, and decision-making skills Excellent communication and interpersonal abilities to effectively liaise with diverse teams and clients Ability to innovate and adapt to evolving market dynamics Experience in defining and establishing new business processes and forming strong relationships across front office businesses and functions Experience operating in a highly complex and somewhat ambiguous environment. Agility and adaptability to support the day-to-day operation of the team while supporting ongoing evolution of the function.
Strong people leadership skills to manage, motivate and inspire a workforce
Understanding of change management to support the evolving nature of change related to business and regulator requirements as applicable. Proactive team player, self-motivated with strong organizational and time management skills (able to prioritize to meet the face paced demands of the capital markets business). 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, commissions, and stock where applicable Work in a dynamic, collaborative, progressive, and high-performing team Opportunities to do challenging work Opportunities to build close relationships with clients Access to a variety of job opportunities across business and geographies #LI-KA2 Job Skills Communication, Competitive Markets, Decision Making, Financial Services Industry, Foreign Exchange (FX) Trading, Interpersonal Relationship Management, Knowledge Organization, Operational Delivery, Risk Management, Securities Laws 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: 2026-07-20 Application Deadline: 2026-08-03 Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Our Employment Opportunities At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
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. RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.
Not the right fit? Search for Associate Director jobs in Toronto, Ontario, Canada
About RBC
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 94,000+ 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 more than 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. See how at www.rbc.com/community-social-impact.
La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais
Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social.