Client Success Associate at RBC (Ontario)

Client Success Associate at RBC (Ontario)

28 Aug
|
RBC
|
Ontario

28 Aug

RBC

Ontario

Join RBC’s Client Success Team in Toronto as an Associate focusing on capital markets onboarding. Leverage your organizational skills to enhance client satisfaction from pre to post onboarding.

This full time role requires 3-5 years of onboarding or related experience, with a focus on KYC, AML, and operational processes. You’ll maintain clear communication with clients and internal teams to manage requests across various specialized areas. Your expertise in capital markets products such as FX, Equities, and Derivatives will be essential in ensuring compliance and delivering exceptional client experiences.

Key Responsibilities:
• Manage client lifecycle requests efficiently across functional teams
• Update onboarding status reports for stakeholders




• Identify operational control events and escalate issues
• Ensure compliance with KYC and regulatory policies
• Support business initiatives as directed by management

Requirements:
• Bachelor’s degree or equivalent experience
• 3-5 years in onboarding or related roles
• Basic understanding of capital markets products
• Proficient in MS Excel and CRM systems
• Excellent communication skills

Enhance client experiences and streamline onboarding processes as part of RBC’s dynamic team in Toronto.
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📌 Client Success Associate at RBC (Ontario)
🏢 RBC
📍 Ontario

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