Associate, Client Experience Group

3 weeks ago


Toronto, 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**

Associate, Client Experience Group

**What is the opportunity?**

This role includes client-facing responsibilities, as well as collaboration with KYC, Onboarding, Account Management, Business Management, Sales Coverage and trading desks, etc. This role is multifaceted and involves adapting quickly to changing priorities and requirements while working with various stakeholders to optimize the client experience and meet RBC’s high-standards of success.

**What will you do?**
- Client Questionnaires: Work with clients and internal stakeholders to complete inbound client questionnaires sent to RBC; Questionnaires must be completed in a timely manner and ongoing communication to clients with updates is critical to the maintenance of strong client/broker relationships.
- Client Outreach: Lead and manage client outreach initiatives relating to regulatory communications, KYC, desk/product-specific messages to RBC’s broad client population
- 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.
- Client Contact Management: Provide tailored client contacts for a number of outreach initiatives; Contribute to the maintenance of RBC’s client contact data.
- Collaborate with various internal teams on projects and ad-hoc requests.
- Review and comply with Royal Bank of Canada policies applicable to your business activities.
- Proactively identify opportunities to enhance, streamline and automate processes

**What you need to succeed?**

**Must-have**
- Bachelor Degree in Business, Finance, or a relevant field of study
- Excellent communicator, excel proficiency, strong organizational and time management skills, stakeholder management
- Capital Markets experience
- Relationship management experience,
- Client management experience,
- Basic data management competencies,

**Nice-to-have**
- CSC Certification
- Capital Markets 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.
- 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**:
TORONTO, Ontario, Canada

**City**:
CAN-ON-TORONTO

**Country**:
Canada

**Work hours/week**:
37.5

**Employment Type**:
Full time

**Platform**:
Capital Markets

**Job Type**:
Regular

**Pay Type**:
Salaried

**Posted Date**:
2023-07-18

**Application Deadline**:
2023-08-02

**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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