Job Description

What is the opportunity?

Member of the Client Success Team (CST) working on cross-product onboarding with a primary focus on Canada and the US as well as support of other regions as required.

What will you do?

• Member of a global CST responsible for the onboarding of clients primarily focused on onboarding requests from Canada into all RBC locations.

• Manage client lifecycle projects 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 of the onboarding progress to business stakeholders, providing transparency and improved client service. Escalating as required.

• Proactively identify operational risk/control deficiencies, risk loss events in the business accordingly

• Keep desktop procedures up to date and refreshed as process changes are made and reviewed on a minimum of annual basis. Ensure compliance with Firm Policies applicable to activities e.g. Global client onboarding procedures, KYC/AML etc.

• Other 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.

• Strong knowledge of derivative products.

• Strong client communication skills required for this client relationship management role.

• Reviewing requirements specific to onboarding over global products and multiple locations to provide the highest level of Client support for both Internal and External clients.

• Providing expertise across multiple groups to co-ordinate and facilitate the onboarding of new clients and products.

• Time Allocation:

  • Onboarding new clients 40%
  • Client support 25%
  • New initiatives/Projects 25%
  • Reporting/Stats 10%

What you need to succeed?

• 2+ years onboarding experience preferred or experience in a related operations role
• Bachelor’s Degree or equivalent
• Basic Understanding of Capital Markets – 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
• 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.
• The trading floor environment can be a high stress environment that requires quick turnaround, decision making and constant communication.
• Working with the trading floor staff requires meticulous attention to detail and the ability to “think outside the box” often in a high intensity environment.

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:

2025-09-15

Application Deadline:

2025-09-30

Note**:** Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

I****nclusion and Equal Opportunity Employment

At 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.

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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.