About the Role
Join RBC’s global Client Success Team (CST) as a dedicated onboarding specialist for the EMEA region. In this role, you’ll orchestrate seamless client onboarding across multiple products and jurisdictions, collaborating with internal stakeholders to deliver exceptional experiences while ensuring compliance and operational excellence.
Responsibilities
- Manage client lifecycle projects across regional functional teams (KYC, AML, Legal, Operations, IT, Credit, Docs, Risk) to ensure a smooth and efficient experience for the client and Sales.
- Facilitate and report on onboarding progress to business stakeholders, providing transparency and improved client service, escalating as required.
- Proactively identify operational risk/control deficiencies and risk loss events.
- Keep desktop procedures up-to-date and refreshed as process changes are made and reviewed at least annually.
- Ensure compliance with Firm Policies applicable to activities, such as Global client onboarding procedures and KYC/AML.
- Provide other business support as directed by reporting manager, including strategic or regulatory initiatives, projects, documentation of policy/procedures, and reporting/metrics.
- Proactively identify opportunities to enhance, streamline, and automate processes.
Requirements
- Robust onboarding experience preferred or experience in a related operations role.
- 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 an open change mindset.
- Proactive, team player, self-motivated with strong organizational and time management skills.
- Ability to prioritize and re-prioritize tasks to meet fast-paced demands.
- Strong sense of accountability and ownership over client experience and end-to-end client onboarding processes.
- Ability to successfully navigate a complex infrastructure involving numerous groups and individuals.
- Meticulous attention to detail and ability to think outside the box in a high-intensity environment.
Skills
- Derivative products
- Client communication
- Client relationship management
- Critical Thinking
- Data Administration
- Database Structures
- Data Modeling
- Data Movement
- Detail-Oriented
- Group Problem Solving
- Information Capture
- Standard Operating Procedure (SOP)
- Teamwork
Location
- 100 Bishopsgate, London, United Kingdom
Work Type
- Permanent
- Full-time
- Hybrid (4 days in office)
Experience Level
- 4 days in the office
Education Level
- Bachelor’s degree or equivalent (Nice-to-have)
Benefits
- Comprehensive Total Rewards Program including bonuses
- Flexible benefits
- Competitive compensation
- Leaders who support 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
- World-class training program in financial services
About the Company
- At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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.
Equal Opportunity
- 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.
- RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
