Client Onboarding Specialist, CEG

Client Onboarding Specialist, CEG

Client Onboarding Specialist, CEG

Job Overview

Location
Toronto, Ontario
Job Type
Full Time Job
Job ID
59221
Date Posted
2 years ago
Recruiter
Raymond Catherine
Job Views
207

Job Description

What is the opportunity?

As a member of the Client Experience Group (CEG) you will be accountable for the global client on-boarding process and client experience with a primary focus on the Global Markets FICC and City National Bank trading businesses as well as the management of Business Head Support.

 

What will you do?

  • Proactively coordinate the onboarding of key CNB/RBC target clients with the focus on a positive client experience
  • Manage client on-boarding projects across the regional functional teams to ensure a smooth and efficient experience for the client
  • Triage and liaise with Sales to understand client's needs and assist in gathering the information and workflow required to facilitate the appropriate approvals for trading
  • Report client on-boarding progress to business stakeholders, providing transparency and improved client service
  • Be responsible for other onboarding, trading docs or legal / regulatory related tasks and projects as directed by reporting manager
  • Proactively identify issues in business flow -  Escalate operational risk loss events, control deficiencies and risks that identify to your line manager and the relevant risk and control functions promptly
  • Ensure that all requests for Business Head Support are presented in a consistent manner, that they are accompanied by a business case or strategic rationale and that they have the appropriate Return information
  • Liaise with the Business Heads, stakeholders / relationship manager/ trading client manager 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 both Onboarding and Business Head Support on role, process & system to improve scalability and efficiency
  • Review and comply with Firm Policies and Standing Orders applicable to the business activities supported

 

What you need to succeed?

  • Bachelor’s Degree or equivalent             
  • 2 - 4 years of prior relevant experience
  • 1 - 2 years of experience focused on client on-boarding and/or trading credit risk management roles 
  • General to In-depth understanding of Capital Markets — Fixed Income, Rates, FX, Futures, Commodities, Repo, Equities
  • Knowledge of business systems/protocols & operating systems
  • Experience with OTC Derivative products - preferred
  • Experience with running projects

Nice-to-have

  • 2 - 3 years Capital Markets experience or more
  • Knowledge of trading products and related RBC credit policies an asset (e.g. credit risk monitoring, trading documentation - ISDA/CSA, etc.)

 

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 requires as a condition of employment that all successful candidates in the United States and Canada be fully vaccinated against COVID-19 prior to their start date, and may require proof of the same.  Reasonable accommodation is available where required by law.

 

RBC exige, à titre de condition d’emploi, que tous les candidats retenus aux États-Unis ou au Canada soient entièrement vaccinés contre la COVID-19 avant leur date d’entrée en fonction. Il est possible qu’ils aient à présenter une preuve vaccinale. Des mesures raisonnables d’adaptation sont offertes lorsque la loi l’exige

 

 RBC is committed to supporting flexible work arrangements when and where available. Details to be discussed with Hiring Manager.

 RBC requires as a condition of employment that all successful candidates in the United States and Canada be fully vaccinated against COVID-19 prior to their start date, and may require proof of the same. Reasonable accommodation is available where required by law.

 

JOB SUMMARY
City:  Toronto
Address:  200 Bay Street
Work Hours/Week:  37.5
Work Environment:  Office
Career Level:  Experienced Hire/Professional
Position Level:  PL08 
Application Deadline:  02/13/2022
Req ID:  444438

Job ID: 59221

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