Analyst – Client Success Team
| Company | Royal Bank of Canada |
|---|---|
| Location | New York, NY, USA |
| Salary | $75000 – $105000 |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Entry Level/New Grad, Junior |
Requirements
- 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
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
Preferred Qualifications
- Some onboarding experience preferred or experience in a related role (KYC, operations, regulations, credit risk)
- Understanding of fund management industry is a benefit but not essential