Associate, Client Experience Group
1 month ago
Job Summary
Job Description
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 Skills
Business Intelligence (BI), Commercial Acumen, Critical Thinking, Customer Analytics, Detail-Oriented, Programming Languages, Results-OrientedAdditional Job Details
Address:
RBC WATERSIDE CENTRE, 1871 HOLLIS ST:HALIFAXCity:
HALIFAXCountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
CAPITAL MARKETSJob Type:
RegularPay Type:
SalariedPosted Date:
2024-08-08Application Deadline:
2024-08-23Inclusion 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.
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
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