Current jobs related to Senior Manager, Client Onboarding - Halifax, Nova Scotia - RBC - Royal Bank
-
Senior Client Relationship Manager
2 weeks ago
Halifax, Nova Scotia, Canada MUFG Investor Services Full timeJob SummaryMUFG Investor Services is seeking a highly experienced and skilled Senior Client Relationship Manager to join our team. As a key member of our client services team, you will be responsible for developing and maintaining strong relationships with our clients, ensuring their needs are met and exceeded.Key ResponsibilitiesDevelop and maintain...
-
Senior Client Relationship Manager
1 week ago
Halifax, Nova Scotia, Canada MUFG Investor Services Full timeJob SummaryMUFG Investor Services is seeking a highly skilled and experienced professional to join our team as a Senior Client Relationship Manager. In this role, you will be responsible for developing and maintaining strong relationships with our clients, providing exceptional service and support to ensure their needs are met.Key ResponsibilitiesDevelop and...
-
Senior Client Relationship Manager
2 weeks ago
Halifax, Nova Scotia, Canada MUFG Investor Services Full timeJob SummaryMUFG Investor Services is seeking a highly skilled Client Relationship Manager to join our team. As a Client Relationship Manager, you will be responsible for developing and maintaining strong relationships with our clients, providing exceptional service and support to ensure their needs are met.Key ResponsibilitiesDevelop and maintain...
-
Senior Client Relationship Manager
2 months ago
Halifax, Nova Scotia, Canada MUFG Investor Services Full timeAbout MUFG Investor ServicesMUFG Investor Services is a leading provider of asset servicing solutions to the global investment management industry. With a diverse and dynamic network of offices across the globe, we offer challenging and rewarding careers.Job SummaryWe are seeking a highly skilled and experienced Client Account Director to join our team. As a...
-
Senior Client Relationship Manager
2 weeks ago
Halifax, Nova Scotia, Canada MUFG Investor Services Full timeJob SummaryMUFG Investor Services is seeking a highly skilled and experienced Client Account Director to join our team. As a Client Account Director, you will be responsible for developing and maintaining strong relationships with our clients, providing exceptional service and support to ensure their needs are met.Key ResponsibilitiesDevelop and maintain...
-
Senior Client Relationship Manager
1 month ago
Halifax, Nova Scotia, Canada MUFG Investor Services Full timeAbout MUFG Investor ServicesMUFG Investor Services is a leading provider of asset servicing solutions to the global investment management industry. With a diverse and dynamic network of offices across the globe, we offer challenging and rewarding careers that provide continuous learning and development, collaborative team work environment, promotion of...
-
Senior Client Relationship Manager
1 month ago
Halifax, Nova Scotia, Canada MUFG Investor Services Full timeAbout MUFG Investor ServicesMUFG Investor Services is a leading provider of asset servicing solutions to the global investment management industry. With a diverse and dynamic network of offices across the globe, we offer challenging and rewarding careers that provide continuous learning and development, collaborative team work environment, promotion of...
-
Halifax, Nova Scotia, Canada Mufg Investorservices Full timePosition OverviewThe Director of Client Account Management is responsible for fostering and nurturing relationships with key stakeholders and operational teams within our client organizations. This role requires a proactive approach to managing client interactions and ensuring satisfaction.Key Responsibilities:Establish and maintain strong relationships with...
-
Senior Director of Client Relationship Management
3 months ago
Halifax, Nova Scotia, Canada Mufg Investorservices Full timePosition OverviewThe Director of Client Account Management is responsible for fostering and nurturing relationships with key stakeholders and operational teams within our client organizations. This role requires a proactive approach to managing client interactions and ensuring satisfaction.Key Responsibilities:Establish and maintain strong relationships with...
-
Senior Business Solutions Manager
2 weeks ago
Halifax, Nova Scotia, Canada MUFG Investor Services Full timeJob SummaryWe are seeking a highly skilled Senior Business Solutions Manager to join our team at MUFG Investor Services. As a key member of our Global Real Estate Support team, you will be responsible for providing day-to-day support for Real Estate and Real Asset products, including Yardi and other applications utilized by our internal and external...
-
Senior Business Solutions Manager
2 weeks ago
Halifax, Nova Scotia, Canada MUFG Investor Services Full timeJob SummaryWe are seeking a highly skilled Senior Business Solutions Manager to join our team at MUFG Investor Services. As a key member of our Global Real Estate Support team, you will be responsible for providing day-to-day support for Real Estate and Real Asset products, including Yardi and other applications utilized by our internal and external...
-
Halifax, Nova Scotia, Canada Mitsubishi UFJ Financial Group, Inc Full timeMUFG Investor Services: A Leader in Asset ServicingAt MUFG Investor Services, we provide innovative asset servicing solutions to the global investment management industry. Leveraging the financial and intellectual capital of MUFG, one of the largest banks in the world with $2.8 trillion in assets, we empower clients to achieve their investment goals.Our...
-
Halifax, Nova Scotia, Canada Mitsubishi UFJ Financial Group, Inc Full timeMUFG Investor Services: A Leader in Asset ServicingAt MUFG Investor Services, we provide innovative asset servicing solutions to the global investment management industry. Leveraging the financial and intellectual capital of MUFG, one of the largest banks in the world with $2.8 trillion in assets, we empower clients to achieve their investment goals.Our...
-
Halifax, Nova Scotia, Canada MUFG Investor Services Full timeAbout the RoleMUFG Investor Services is seeking a highly skilled Senior Associate Director, Client Account Management to join our team. As a key member of our client-facing team, you will be responsible for delivering exceptional client service and driving business growth through strategic account management.Key ResponsibilitiesDevelop and maintain strong...
-
Client Solutions Advisor
3 weeks ago
Halifax, Nova Scotia, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly motivated and results-driven Sales Representative to join our team as a Client Solutions Advisor. In this role, you will be responsible for onboarding customers who have purchased a mortgage through our indirect mortgage salesforce and deepening customer relationships through the sale of banking solutions.Key...
-
Client Solutions Advisor
3 weeks ago
Halifax, Nova Scotia, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly motivated and results-driven Sales Representative to join our team as a Client Solutions Advisor. In this role, you will be responsible for onboarding customers who have purchased a mortgage through our indirect mortgage salesforce and deepening customer relationships through the sale of banking solutions.Key...
-
Senior Chef
5 days ago
Halifax, Nova Scotia, Canada FAMOUS CURRY GARDEN Full timeJob Title: Senior ChefJob Summary:The Senior Chef is responsible for leading the kitchen team at Famous Curry Garden. This role involves preparing and cooking complete meals or individual dishes and foods, inspecting kitchens and food service areas, and managing kitchen operations.Key Responsibilities:• Prepares and cooks complete meals or individual...
-
Client Relationship Manager
2 months ago
Halifax, Nova Scotia, Canada Mufg Investorservices Full timeJob DescriptionMufg Investorservices is seeking a highly skilled and experienced professional to fill the role of Director, Client Account Management. This position is responsible for managing client relationships and ensuring high levels of client satisfaction and retention.Key ResponsibilitiesDevelop and Maintain Client Relationships: Build and maintain...
-
Client Relationship Manager
2 months ago
Halifax, Nova Scotia, Canada Mufg Investorservices Full timeJob DescriptionMufg Investorservices is seeking a highly skilled and experienced professional to fill the role of Director, Client Account Management. This position is responsible for managing client relationships and ensuring high levels of client satisfaction and retention.Key ResponsibilitiesDevelop and Maintain Client Relationships: Build and maintain...
-
Halifax, Nova Scotia, Canada MUFG Investor Services Full timeAbout MUFG Investor ServicesAt MUFG Investor Services, we provide asset servicing solutions to the global investment management industry. Leveraging the financial and intellectual capital of MUFG, one of the largest banks in the world, we offer clients access to a range of leading solutions from fund administration, middle-office outsourcing, custody,...
Senior Manager, Client Onboarding
2 months ago
Job Summary
Job Description
What is the Opportunity?
We are seeking a highly skilled and experienced Manager, Client Onboarding and Compliance to join our team at RBC Capital Markets. As a key member of our Client Onboarding team, you will be responsible for providing leadership and guidance to our KYC Analysts, ensuring the successful execution of onboarding activities in accordance with policy requirements and business deadlines.
Key Responsibilities:
- Manage a team of KYC Onboarding Analysts to ensure the execution of onboarding activities are completed in accordance to policy requirements and business deadlines
- Support the VP, Client Onboarding to implement strategic initiatives and enhance the operational effectiveness of the Client Onboarding team
- Act as a first point of escalation for internal stakeholders to respond to inquiries
- Build relationships with stakeholders and act as team ambassador
- Participate in team metrics by completing KYC onboarding cases, address reconciliation of internal control reports and offer subject matter expertise for regional KYC projects and initiatives
- Communicate procedural updates to the team and provide ongoing training to maintain high competency and knowledge awareness
- Maintain, assign and prioritize pipeline queue of team assignments
- Perform quality check reviews of KYC Analyst team to identify risk, internal control and quality deficiencies through coaching routines
- Identify risks and escalate deviations from procedures to senior management while providing innovative ideas to address systemic issues
- Track and report team productivity metrics for key stakeholders and senior management
- Respond to regulatory queries from internal compliance teams
- Problem solve quickly and adapt well to changing deadlines
Requirements:
- Minimum 5 years of recent KYC/AML experience with a financial institution
- Bachelor Degree in Business, Finance, Accounting or other relevant field
- In-depth knowledge of global Regulatory requirements (CIRO, OSFI, PCMLTFR, FINTRAC, FINRA, FCA, SEC, NFA, FCA etc.) and/or experience working with regulatory or rule based environments
- Familiarity with Capital Markets products, trade systems and business lines
- Motivation to change operational routines to optimize efficiency
- Produce weekly metric reporting on team performance and drive initiatives to improve quality
- Proficiency with MS Excel, MS Outlook and other productivity and collaboration tools
- Advanced knowledge of KYC tools such as Fenergo, Encompass, BankCheck and WorldCheck
- Client first mentality with the foresight to drive results and improve operational effectiveness
- Creative thinker with problem solving skills
- Very good organizational skills and strong time management skills
- Excellent verbal and written communication skills
- Ability to coach team and have a desire to build leadership skills
- Calm presence in a fast paced environment to resonate and motivate team
Preferred Qualifications:
- Certified Anti-Money Laundering Specialist (CAMS) designation
- Previous Capital Markets work experience or understanding of investment banking products
- Operations or Technology degree, background, or experience
- Previous management or coaching experience
- Secondary language skills in French (written and oral)
What's in it for you?
We offer a comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable. You will have the opportunity to work in a dynamic, collaborative, progressive, and high-performing team, with access to a variety of job opportunities across business and geographies.
