Job Summary
Job Description
What is the opportunity?
As a Client Experience Specialist and a member of the Client Experience Group (CEG) your primary focus will be towards client lifecycle management for our newly launched US Cash Management business.
You will also get the opportunity to expand into assisting in our end-to-end onboarding coverage of our Capital Markets clients, primarily focused on OTC derivatives and FX business lines as required.Additionally, management of return is a major focus for the bank. In order to ensure efficient use of the balance sheet, a business head approval review process has been put in place for all requests for new trading lines and increases to existing trading lines beyond certain thresholds that impact facility, tenor or changes that may affect risk, profitability and capital/cost charges. You will have the opportunity to work directly with Business Heads, stakeholders / relationship managers to obtain a business case or strategic rationale to facilitate Business Head Approvals prior to trading.
Finally, 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 New Jersey office (may be asked to sit in New York office as needed) 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 class leading client experience to the RBC US customer base. This involves a hands on, bespoke service from client inception, through the KYC, any necessary pre-trade approvals, account opening process, ongoing relationship maintenance and then client off-boarding if necessary. Primary focus will be general across our U.S Cash Management support model
Liaise with the Business Heads, stakeholders / relationship manager/ trading client manager, functional teams to obtain a business case or strategic rationale for the request. Review and assist in the submission of requests to ensure business case consistency, reasonableness and alignment with our strategic and business priorities
Assist in the strategic initiatives for Onboarding / Client Experience / digitization 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, projects and regional time zones as directed by manager.
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 minimize 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.
Review and comply with Firm Policies and Standing Orders applicable to the business activities supported
What do you need to succeed?
Bachelor's Degree or equivalent
5+ years' Corporate Cash Management experience required with end-to-end client onboarding and life cycle management or experience in a related role
2 to 5+ years' experience in OTC derivatives (IRS, CDS, FX): preferred
Global Risk Management (Trading Credit / ISDA-CSA / OTC Regulatory) background/knowledge: preferred/nice-to-have.
Mature understanding of US Cash Management business
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 onboarding requirements and KYC documentation gathering
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 proactiveness, accountability and ownership
Ability to successfully navigate a complex infrastructure that involves numerous groups and individuals
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
The good-faith expected salary range for the above position is $95,000 - 115,000 depending on factors including but not limited to the candidate's experience, skills, registration status; market conditions; and business needs.This salary range does not include other elements of total compensation, including a discretionary bonus and benefits such as a 401(k) program with company-matching contributions; health, dental, vision, life and disability insurance; and paid time-off plan.
Job Skills
Active Learning, Adaptability, Business, Cash Management, Client Relationship Management, Customer Service, Decision Making, Interpersonal Relationship Management, Onboarding, Operational Delivery, Prioritization, Process Improvements, Strategic, Teamwork, Time ManagementAdditional Job Details
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