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Job Description
What is the opportunity?
As a Client Onboarding Specialist and a member of the Client Experience Group (CEG) your primary focus will be towards client lifecycle management for the Risk Solutions Group and FIG group. Primarily focusing on our EMEA desk trading Rates Derivatives and FX.
You will have the opportunity to work within a globally collaborative, expanding team with members currently located in Toronto, New York, London and Singapore. This position will be located in our London office, and provide you with opportunities to work with both external clients, internal partners and business leaders to ensure the best client service across RBC Capital Markets.
What will you do?
Deliver a class leading Client Experience to the RBC customer base. This involves a hands on, bespoke service from client inception, through the KYC, Credit, Docs and operations processes including any necessary pre-trade approvals, account opening, ongoing relationship maintenance and then client off-boarding if necessary.
Assist in the strategic initiatives for both Onboarding and Business Head Support solutions across process & system to improve scalability, efficiency and overall positive Client Experience.
Be accountable for achieving or exceeding daily targets, interacting with a large volume of clients and queries on a daily basis through multiple channels in a live trading and client focused environment.
Play a key part in monitoring, facilitating and improving operational processes and working with our internal partners to deliver constantly improving service to our clients.
Be flexible in your work approach; you may be asked to push or pivot to successfully deliver results under strict timelines and regional time zones (New York and Toronto).
Actively manage client lifecycle projects across the regional functional teams (KYC, AML, Legal, Operations, IT, Trade Surveillance) to ensure smooth and efficient experience for the trading desks and minimise operational risks.
Facilitate and report the onboarding progress to business stakeholders, providing transparency and improved service and escalate as required.
Proactively identify operational risk/control deficiencies, risk loss events in the business accordingly.
Keep desktop procedures up to date and refreshed as process changes are made and reviewed as a whole on a minimum of annual basis. Ensure compliance with Firm Policies applicable to activities e.g. Global client onboarding procedures, KYC/AML etc.
What do you need to succeed?
Strong and proven experience preferred with end-to-end client onboarding and life cycle management or experience in a related role.
Background experience in OTC derivatives / OTC regulations (IRS etc.).
Global Risk Management (Trading Credit / ISDA-CSA / OTC Regulatory) background/knowledge: nice-to-have.
Mature understanding of Capital Markets – Fixed Income Cash and Rates Derivatives. Equities, FX, Commodities and Futures understanding would be a bonus.
Proficient in Microsoft Office tools, with advanced Excel skills (macros, look-ups etc.) and PowerPoint skills.
Some experience working on change projects and, open change mindset in a financial work environment.
Proficient with OTC regulatory requirements and KYC documentation gathering.
Proactive, team player, self-motivated with strong organisational and time management skills (must be able to prioritise and re-prioritise tasks to meet the fast paced demands of the trading environment).
Strong sense of accountability and ownership.
Ability to successfully navigate a complex infrastructure that involves numerous groups and individuals.
Client service mentality / collaborative spirit.
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
Critical Thinking, Data Administration, Database Structures, Data Modeling, Data Movement, Detail-Oriented, Group Problem Solving, Information Capture, Standard Operating Procedure (SOP), TeamworkAdditional Job Details
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