Analyst - Client Success Team Relationship Management

RBC • New York, NY

9d • $75,000

About The Position

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

Requirements

• 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 and Equity Derivatives, Fixed Income, Futures, Commodities and Rates Derivatives
• Proficient in MS Excel skills (macros, look-ups etc.) and experience with CRM systems or onboarding platforms
• Excellent communication skills, both written and verbal
• 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

Nice To Haves

• Understanding of fund management industry is a benefit but not essential

Responsibilities

• 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

Benefits

• 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 include competitive compensation and flexible benefits, such as 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off.
• Leaders who support your development through coaching and managing opportunities.
• Ability to make a difference and lasting impact.
• Work in a dynamic, collaborative, progressive, and high-performing team.
• Opportunities to do challenging work.
• Opportunities to build close relationships with clients.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 5,001-10,000 employees