**Job Summary**

**What is the opportunity?**
You will provide guidance and support to advisors and marketing on capturing, reporting, analyzing, and utilizing client information. You will apply your experience and seasoned knowledge to perform a variety of assignments.

**What will you do?**
- Be a member of a global Client Experience Group responsible for the onboarding of clients, primarily focused on onboarding requests from Canada and the US, while covering all RBC locations and Capital Markets products.
- Manage client lifecycle approvals across regional functional teams (KYC, AML, Legal, Operations, IT, Credit, Docs, Risk) to ensure a smooth and efficient experience for clients and Sales.
- Facilitate and report the status of onboarding progress to business stakeholders, providing transparency and improving client service, escalating as required to meet client deadlines and expectations.
- Identify and escalate any operational control events to relevant escalation teams, covering operational deficiencies, trading without approvals, and risk loss events.
- Regularly review all global product onboarding procedures to ensure that new requirements are updated and that process operational or regulatory compliance is maintained at a minimum annual basis.
- Ensure compliance 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.
- 2+ years 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 an open change mindset.
- Excellent communication skills, both written and verbal.
- Proactive, team player, self-motivated with strong organizational and time management skills.
- Strong sense of accountability and ownership over the client experience and end-to-end client onboarding processes.
- Ability to successfully navigate a complex infrastructure involving numerous groups and individuals.

**What’s in it for you?**
- 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:** 2024-12-26
- **Application Deadline:** 2025-01-13

**Inclusion and Equal Opportunity Employment**
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