Client Onboarding Specialist - Capital Markets (Toronto)

Client Onboarding Specialist - Capital Markets (Toronto)

19 Apr
|
RBC
|
Toronto

19 Apr

RBC

Toronto

Drive client onboarding efforts within Capital Markets. Engage in cross-product processes focusing on Canada and the US while ensuring compliance and improving client experiences across regions.
As a member of the Client Success Team, you will manage client lifecycle projects effectively, liaising with various functional teams including KYC, Legal, and Operations. Your primary focus will be streamlining onboarding requests, facilitating communication with stakeholders, and proactively addressing operational risks and compliance requirements. Additionally, you'll update procedures regularly and support various business initiatives as directed.
Key Responsibilities:
• Manage client onboarding requests for Canada and US
• Coordinate projects across multiple functional teams




• Report onboarding progress to business stakeholders
• Identify operational risks and control deficiencies
• Update and maintain desktop procedures for compliance
Requirements:
• 2+ years in onboarding or related operations
• Basic understanding of Capital Markets, FX, Derivatives
• Proficiency in Microsoft Office, advanced Excel skills
• Bachelor's degree or equivalent experience
• Experience in change projects is a plus
Leverage your expertise in client communication and operational processes to enhance business efficiency and improve client satisfaction in a rapid-paced environment.
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📌 Client Onboarding Specialist - Capital Markets (Toronto)
🏢 RBC
📍 Toronto

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