Job Summary

Job Description

What is the opportunity?

You will provide guidance and support to advisors and marketing on capturing, reporting, analysing and utilising 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/similar

Some 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 organisational and time management skills (must be able to prioritise and re-prioritise 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, flexible benefits and competitive compensation

Leaders who support your development through coaching and managing opportunities

Opportunities to work with the best in the field

Ability to make a difference and lasting impact

Work in a dynamic, collaborative, progressive, and high-performing team

A world-class training program in financial services

Flexible working options fully supported.

Agency Notice

RBC Group does not accept agency resumés.  Please do not forward resumés to our employees, nor any other company location.  RBC Group only pay fees to agencies where they have entered into a prior agreement to do so and in any event do not pay fees related to unsolicited resumés. Please contact the Recruitment function for additional details.

Job Skills

Communication, Customer Interactions, Customer Service, Customer Service Administration, Customer Service Management, Group Problem Solving, Interpersonal Relationships, Problem Management, Product Services

Additional Job Details

Address:

100 BISHOPSGATE:LONDON

City:

London

Country:

United Kingdom

Work hours/week:

35

Employment Type:

Full time

Platform:

CAPITAL MARKETS

Job Type:

Contract (Fixed Term)

Pay Type:

Salaried

Posted Date:

2025-01-29

Application Deadline:

2025-02-12

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.

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.