Corporate Cash Management Specialist
2 months ago
What is the Opportunity?
As a Client Experience Specialist and a member of the Client Experience Group (CEG), your primary focus will be towards client lifecycle management for our newly launched US Cash Management business. You will also get the opportunity to expand into assisting in our end-to-end onboarding coverage of our Capital Markets clients, primarily focused on OTC derivatives and FX business lines as required.
Additionally, management of return is a major focus for the bank. In order to ensure efficient use of the balance sheet, a business head approval review process has been put in place for all requests for new trading lines and increases to existing trading lines beyond certain thresholds that impact facility, tenor or changes that may affect risk, profitability and capital/cost charges. You will have the opportunity to work directly with Business Heads, stakeholders / relationship managers to obtain a business case or strategic rationale to facilitate Business Head Approvals prior to trading.
Finally, you will have the opportunity to work within a globally collaborative, expanding team with members currently located in Toronto, New York, London and Singapore. This position will be located in our New Jersey office (may be asked to sit in New York office as needed) and provide you with opportunities to work with both external clients, internal partners and business leaders to ensure the best client service across RBC Capital Markets and our US Cash Management platform.
Key Responsibilities- Deliver class leading client experience to the RBC US customer base. This involves a hands on, bespoke service from client inception, through the KYC, any necessary pre-trade approvals, account opening process, ongoing relationship maintenance and then client off-boarding if necessary.
- Liaise with the Business Heads, stakeholders / relationship manager/ trading client manager, functional teams to obtain a business case or strategic rationale for the request. Review and assist in the submission of requests to ensure business case consistency, reasonableness and alignment with our strategic and business priorities.
- Assist in the strategic initiatives for Onboarding / Client Experience / digitization solutions across process & system to improve scalability, efficiency and overall positive client experience.
- Be accountable for achieving or exceeding daily targets, interacting with a large volume of clients and queries on a daily basis through multiple channels in a live trading and client focused environment.
- Play a key part in monitoring, facilitating and improving operational processes and working with our internal partners to deliver constantly improving service to our clients.
- Be flexible in your work approach; you may be asked to push or pivot to successfully deliver results under strict timelines, projects and regional time zones as directed by manager.
- Actively manage client lifecycle projects across the regional functional teams (KYC, AML, Legal, Operations, IT, Trade Surveillance) to ensure smooth and efficient experience for the trading desks and minimize operational risks.
- Facilitate and report the onboarding progress to business stakeholders, providing transparency and improved service and escalate 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.
- Review and comply with Firm Policies and Standing Orders applicable to the business activities supported.
- Bachelor's Degree or equivalent.
- 5+ years' Corporate Cash Management experience required with end-to-end client onboarding and life cycle management or experience in a related role.
- 2+ years' experience in KYC/AML, Tax or Derivatives (IRS, CDS, FX): preferred.
- Global Risk Management (Trading Credit / ISDA-CSA / OTC Regulatory) background/knowledge: preferred/nice-to-have.
- Mature understanding of US Cash Management business.
- 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 in a financial work environment.
- Proficient with onboarding requirements and KYC documentation gathering.
- 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 proactiveness, accountability and ownership.
- Ability to successfully navigate a complex infrastructure that involves numerous groups and individuals.
- 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.
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