Associate, Client Success Team - Capital Markets (London)

What is the opportunity?

Join RBC’s global Client Success Team (CST) as a dedicated onboarding specialist for the EMEA region.

In this role, you’ll orchestrate seamless client onboarding across multiple products and jurisdictions, collaborating with internal stakeholders to deliver exceptional experiences while ensuring compliance and operational excellence.

What will you do?

• Member of a global Client Success Team responsible for the onboarding of clients primarily focused on onboarding requests from EMEA into all RBC locations.
• Manage client lifecycle projects across the regional functional teams (KYC, AML, Legal, Operations, IT, Credit, Docs, Risk) to ensure smooth and efficient experience for the client and Sales.
• Facilitation and reporting of the onboarding progress to business stakeholders, providing transparency and improved client service. Escalating 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 on a minimum of annual basis.

Ensure compliance with Firm Policies applicable to activities e. g.

Global client onboarding procedures, KYC/AML etc.

• Other 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.
• Strong knowledge of derivative products.
• Strong client communication skills required for this client relationship management role.

What do you need to succeed?

• Must‑have
• Robust onboarding experience preferred or experience in a related operations role.
• Understanding of Capital Markets – FX, Cash and Equity Derivatives, Fixed Income, Futures, Commodities and Rates Derivatives.
• Proficient in Microsoft Office tools, with advanced Excel skills (macros, look‑ups etc) and Power Point skills.
• Some experience working on change projects and an open change mindset.
• Nice‑to‑have
• Bachelor’s degree or equivalent.
• 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.
• The trading floor environment can be a high stress environment that requires quick turnaround, decision making and constant communication.
• Working with the trading floor staff requires meticulous attention to detail and the ability to "think outside the box" often in a high intensity environment.

What is 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, flexible benefits and competitive compensation.
• Leaders who support your development through coaching and managing opportunities.
• Opportunities to work with the best in the field.
• Ability to make a difference and lasting impact.
• Work in a dynamic, collaborative, progressive, and high‑performing team.
• A world‑class training program in financial services.
• Job Skills
• Critical Thinking
• Data Administration
• Database Structures
• Data Modeling
• Data Movement
• Detail‑Oriented
• Group Problem Solving
• Information Capture
• Standard Operating Procedure (SOP)
• Teamwork
• Additional Job Details
• Address: 100 Bishopsgate, London, United Kingdom
• Work Hours per Week: 35
• Job Type: Regular
• Platform: CAPITAL MARKETS
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