Analyst, Client Success Team

What is the opportunity

As the Analyst, Client Success Team, you will be a member of the Client Success Team (CST) working on cross-product onboarding in the APAC region.

What will you do

• Member of a global Client Success Team responsible for the onboarding of clients primarily focused on onboarding requests from APAC 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

• Degree or equivalent is required

• The role would typically require 2+ years 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 PowerPoint skills.

• Some experience working on change projects and an open change mindset.

Nice-to-have

• 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.