Client Onboarding Coordinator

1 week ago

Toronto, Ontario, Canada Royal Bank of Canada Full time

Come Work with Us
At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.


Whether you're helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.


Job Title
Client Onboarding Coordinator

What is the opportunity?


The Onboarding team will work with clients and internal partners to design solutions for prioritized initiatives that impact client experience.

These will cover all client onboarding and offboarding activities, and, where the client P&L supports it, bespoke client initiatives.

Client Onboarding & Transitions team is responsible for the co-ordination of standard onboarding activity. The team leads the onboarding activity including planning, coordination of execution, managing client and internal stakeholders.

Onboarding & transition activity could be for any or all business lines and includes (but is not limited to) launch, migration out closure, new service implementation, new counterparty implementation, restructure.

The Client Onboarding team will gather requirements from client and counterparties, liaising with all internal stakeholders to ensure onboarding activity is completed in agreed timeline with proper governance.

*This is a contract role until October 2023*
What will you do?

  • Responsible for coordination of standard onboarding & offboarding activities
  • Responsible for onboarding and offboarding of all clients, and client activity throughout their relationship which includes (but is not limited to) launch custody, migration in/out (partial and full), inspecie transfers, Account Openings and Custody closure.
  • Client Onboarding Coordinator will gather & document requirements from client and counterparties, liaising with all internal stakeholders to ensure onboarding activity is completed in agreed timeline with proper governance
  • Client Onboarding Coordinator will coordinate or lead the onboarding activity including planning, coordination of execution, managing client and internal stakeholders
  • Ensure all activities are tracked within tools like New Business Tracker or any other agreed tool
  • Work closely with Onboarding managers to support a transition and complete task on agreed timeline
  • Provide support to Client Service managers on administrative functions and maintenance requests from clients and relationship managers

What do you need to succeed?

Must-have

  • 13 years of relevant experience
  • Client relation experience

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.


  • Excellent exposure to communicate with various business partners and stakeholders in Investor & Treasury Services and within other platforms as appropriate
  • Opportunity to obtain handson experience throughout your role
  • Working with an exciting, closeknit, supportive & dynamic group
  • Opportunity to collaborate with other business segments within the bank
  • Excellent career development and progression opportunities
  • A comprehensive Total Rewards Program including bonuses and flexible benefits
  • Competitive compensation

Job Summary

Address:

TORONTO, Ontario, Canada

City:

CAN-ON-TORONTO

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Wealth Management

Job Type:

Contract (Fixed Term)

Pay Type:

Salaried

Posted Date:

Application Deadline:

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.


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