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About the Role
This role is for a member of a global team focused on Capital Markets onboarding requests from clients and sales desks in North America. You will manage the client lifecycle for new and existing clients across various functional teams to ensure a smooth and efficient client and Sales experience.
Responsibilities
- Manage client lifecycle requests for new and existing clients across functional teams (KYC, AML, Legal, Operations, IT, Credit, Docs, Risk).
- Maintain and update status reports on onboarding progress to business stakeholders.
- Escalate issues as required to meet client deadlines and expectations.
- Identify and escalate operational control events to relevant teams.
- Assist with operational deficiencies, trading without approvals, and risk loss events.
- Ensure compliance with bank policies for onboarding, KYC, risk, and regulatory activities.
- Provide additional business support as directed by the reporting manager.
- Proactively identify opportunities to enhance, streamline, and automate processes.
Requirements
- Bachelor’s Degree or equivalent/similar.
- 3 - 5 Years of onboarding experience preferred or experience in a related role (Client Onboarding/Lifecycle Management, KYC/AML, operations, SEC/CFTC/Dodd Frank regulations, credit risk, business management).
- Solid understanding of Capital Markets products – FX, Equities, Fixed Income, OTC Derivatives, Futures, Commodities and overall client lifecycle management.
- Understanding of fund management industry is ideal.
- Proficient in MS Excel skills (macros, look-ups etc).
- 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.
- Ability to prioritize and re-prioritize tasks to meet fast-paced demands.
- Detail-oriented while managing targets/timelines.
- 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.
Skills
- Capital Markets
- Client Onboarding
- Client Service
- Communication
- Customer Interactions
- Customer Service
- Customer Service Management
- Group Problem Solving
- Interpersonal Relationships
- Problem Management
- Adaptability
- Business Process Design
- Critical Thinking
- Detail-Oriented
- Operational Delivery
- Time Management
Location
- New York, United States of America
Work Type
- Full time
Experience Level
- 3 - 5 Years
Education Level
- Bachelor’s Degree or equivalent/similar
Salary/Compensations
- $90,000 - $135,000
Benefits
- Competitive compensation
- Flexible benefits
- 401(k) program with company-matching contributions
- Health, dental, vision, life, disability insurance
- Paid-time off
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
- RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.