Associate, Client Success Team

Join to apply for the Associate, Client Success Team role at RBC 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. The 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. Job Description What will you do? Client Questionnaires – Work with clients and internal stakeholders to complete inbound client questionnaires sent to RBC; timely completion 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. Manage client lifecycle projects across the regional functional teams (KYC, AML, Legal, Operations, IT, Credit, Docs, Risk) to ensure a smooth and efficient experience for the client and Sales. Client Contact Management – Provide tailored client contacts for several 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. Member of a global Client Success Team responsible for the onboarding of clients primarily focused on onboarding requests from Canada into all RBC locations. What you need to succeed? Must‑have Bachelor’s 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. RBC is presently inviting candidates to apply for this existing vacancy. Qualified applicants may be contacted to review their resume in more detail. Job Skills Business Intelligence (BI), Commercial Acumen, Critical Thinking, Customer Analytics, Detail‑Oriented, Programming Languages, Results‑Oriented. Additional Job Details Address: RBC CENTRE, 155 WELLINGTON ST W Toronto City: Toronto Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: CAPITAL MARKETS Job Type: Regular Pay Type: Salaried Posted Date: 2026‑01‑05 Application Deadline: 2026‑01‑20 (Applications accepted until 11:59 PM on the day prior to the application deadline). Equal Opportunity Employment At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. #J-18808-Ljbffr