RBC · 23 hours ago
Analyst - Client Success Team Relationship Management
New York, New York, United States of America
Full-time
Onsite
New Grad, Entry Level
$75K/yr - $105K/yrRBC is a leading bank in the world, and they are seeking a highly organized and detail-oriented Analyst for their Client Success Team focused on relationship management. The role involves managing client lifecycle requests, ensuring compliance with onboarding policies, and enhancing client service throughout the onboarding process.
BankingFinancial ServicesWealth Management
Responsibilities
Member of a global team primarily focused on Capital Markets onboarding requests from clients and sales desks based in North America (Canada/U.S)
Manage client lifecycle requests for new and existing clients across the functional teams (KYC, AML, Legal, Operations, IT, Credit, Docs, Risk) to deliver a smooth and efficient experience for the client and Sales
Maintain and update status reports on the onboarding progress to business stakeholders, providing transparency and improved client service, escalating as required in order to meet client deadlines and expectations
Identifying and escalating any operational control events to the relevant escalation teams, assisting with any operational deficiencies, trading without approvals, risk loss events
Ensure compliance with bank policies applicable to onboarding across KYC, risk and regulatory activities
Provide additional business support as directed by reporting manager (e.g. strategic or regulatory initiatives, projects, documentation of policy/procedures and reporting/metrics)
Proactively identify opportunities to enhance, streamline and automate processes
Qualification
Required
Bachelor's Degree or equivalent/similar
Some onboarding experience preferred or experience in a related role (KYC, operations, regulations, credit risk)
Basic understanding of Capital Markets products – FX, Cash and Equity Derivatives, Fixed Income, Futures, Commodities and Rates Derivatives
Understanding of fund management industry is a benefit but not essential
Proficient in MS Excel skills (macros, look-ups etc.) and experience with CRM systems or onboarding platforms
Excellent communication skills, both written and verbal
Proactive, team player, self-motivated with strong organizational and time management skills (must be able to prioritize and re-prioritize tasks to meet the fast paced demands of the trading environment)
Strong sense of accountability and ownership over 'client experience' and end-to-end client on-boarding processes
Ability to successfully navigate a complex infrastructure that involves numerous groups and individuals
Benefits
401(k) program with company-matching contributions
Health, dental, vision, life, disability insurance
Paid-time off
Company
RBC
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.
Founded in 1864
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$16.3B2025-10-30Post Ipo Debt· $5B
2025-09-15Post Ipo Debt· $1.35B
2025-07-10Post Ipo Debt· $177.74M
Leadership Team
Graeme Hepworth
Chief Risk Officer
Kelly Bradley
Chief Human Resources Officer
Recent News
2026-01-22
Qatar Tribune
2026-01-21
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