Client Onboarding Specialist Jobs

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At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.

Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.

Job Title

Client Onboarding Specialist

What is the opportunity?

Member of the Client Experience Group (CEG) 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?

• Proactively identify operational risk/control deficiencies, risk loss events in the business accordingly
• Proactively identify opportunities to enhance, streamline and automate processes
• Keep desktop procedures up to date and refreshed as process changes are made and reviewed as a whole on a minimum of annual basis. Ensure compliance with Firm Policies applicable to activities e.g. Global client onboarding procedures, KYC/AML etc.
• 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.
• Facilitate and report the onboarding progress to business stakeholders, providing transparency and improved client service. Escalating as required.
• Other business support as directed by reporting manager (e.g. strategic or regulatory initiatives, projects, documentation of policy/procedures and reporting/metrics)
• Member of a global Client Experience Group responsible for the onboarding of clients primarily focused on onboarding requests from Canada into all RBC locations.

What you need to succeed?

• 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)
• 2+ years onboarding experience preferred or experience in a related operations role
• Bachelor’s Degree or equivalent
• Ability to successfully navigate a complex infrastructure that involves numerous groups and individuals.
• Proficient in Microsoft Office tools, with advanced Excel skills (macros, look-ups etc.) and PowerPoint skills
• Strong sense of accountability and ownership over "client experience" and end-to-end client on-boarding processes.
• Some experience working on change projects and, open change mindset
• Basic Understanding of Capital Markets – FX, Cash and Equity Derivatives, Fixed Income, Futures, Commodities and Rates Derivatives

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
• Opportunities to do challenging work
• Flexible work/life balance options
• Work in a dynamic, collaborative, progressive, and high-performing team
• Leaders who support your development through coaching and managing opportunities

Job Summary

Address:

TORONTO, Ontario, Canada

City:

CAN-ON-TORONTO

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Capital Markets

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2023-07-31

Application Deadline:

2023-08-15

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 rbc.com/careers.