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Client Onboarding Specialist

4 months ago

Halifax, 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 Specialist

**What is the opportunity?**

Member of the Client Experience Group (CEG) working on cross-product onboarding with a primary focus on Canada and the US as well as support of other regions as required.

**What will you do?**
- Member of a global Client Experience Group responsible for the onboarding of clients primarily focused on onboarding requests from Canada into all RBC locations.
- Manage client lifecycle projects across the regional functional teams (KYC, AML, Legal, Operations, IT, Credit, Docs, Risk) to ensure smooth and efficient experience for the client and Sales.
- Facilitate and report the onboarding progress to business stakeholders, providing transparency and improved client service. Escalating as required.
- Proactively identify operational risk/control deficiencies, risk loss events in the business accordingly
- Keep desktop procedures up to date and refreshed as process changes are made and reviewed as a whole on a minimum of annual basis. Ensure compliance with Firm Policies applicable to activities e.g. Global client onboarding procedures, KYC/AML etc.
- Other 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 - 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, open change mindset
- Proactive, team player, self-motivated with strong organizational and time management skills (must be able to prioritize and re-prioritize tasks to meet the fast paced demands of the trading environment)
- Strong sense of accountability and ownership over "client experience" and end-to-end client on-boarding processes.
- Ability to successfully navigate a complex infrastructure that involves numerous groups and individuals.

**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.
- 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 Summary**

**Address**:
HALIFAX, Nova Scotia, Canada

**City**:
CAN-NS-BEDFORD

**Country**:
Canada

**Work hours/week**:
37.5

**Employment Type**:
Full time

**Platform**:
Capital Markets

**Job Type**:
Regular

**Pay Type**:
Salaried

**Posted Date**:
2023-07-31

**Application Deadline**:
2023-08-15

**I**nclusion** 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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