Client Success Team - Regulatory Outreach Associate

RBC; Toronto; On-site; CAD 65,000 - 95,000; Full time

Job summary

RBC is seeking a dynamic professional for a client-facing role in Capital Markets. This multifaceted position includes managing client outreach, project coordination across regional teams, and enhancing client experience while ensuring adherence to RBC's standards. Ideal candidates possess a Business or Finance degree, strong communication skills, and relevant capital markets experience.

Benefits

Comprehensive Total Rewards Program including bonuses

Flexible work/life balance options

Opportunities for professional development

Dynamic and collaborative team environment

Qualifications

• Excellent communicator with strong organizational skills.
• Capital Markets and relationship management experience required.
• Proficiency in data management is necessary.

Responsibilities

• Work with clients and internal teams for client questionnaires and outreach.
• Manage client lifecycle projects ensuring smooth operations.
• Collaborate on various projects and streamline processes.

Skills

Business Intelligence (BI)

Commercial Acumen

Critical Thinking

Customer Analytics

Detail-Oriented

Programming Languages

Results-Oriented

Education

Bachelor Degree in Business, Finance, or a relevant field of study

Job description

Job Summary

Job Description

What is the opportunity?

This role includes client-facing responsibilities, as well as collaboration with KYC, Onboarding, Account Management, Business Management, Sales Coverage and trading desks, etc. This role is multifaceted and involves adapting quickly to changing priorities and requirements while working with various stakeholders to optimize the client experience and meet RBC’s high-standards of success.

What will you do?

• Client Questionnaires: Work with clients and internal stakeholders to complete inbound client questionnaires sent to RBC; Questionnaires must be completed in a timely manner and ongoing communication to clients with updates is critical to the maintenance of strong client/broker relationships.
• Client Outreach: Lead and manage client outreach initiatives relating to regulatory communications, KYC, desk/product-specific messages to RBC’s broad client population
• 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.
• Client Contact Management: Provide tailored client contacts for a number of outreach initiatives; Contribute to the maintenance of RBC’s client contact data.
• Collaborate with various internal teams on projects and ad-hoc requests.
• Review and comply with Royal Bank of Canada policies applicable to your business activities.
• Proactively identify opportunities to enhance, streamline and automate processes.

What you need to succeed?

Must-have

• Bachelor Degree in Business, Finance, or a relevant field of study
• Excellent communicator, excel proficiency, strong organizational and time management skills, stakeholder management
• Capital Markets experience
• Relationship management experience,
• Client management experience,
• Basic data management competencies,

Nice-to-have

• CSC Certification
• Capital Markets experience

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

Business Intelligence (BI), Commercial Acumen, Critical Thinking, Customer Analytics, Detail-Oriented, Programming Languages, Results-Oriented

Additional Job Details

Address:

RBC CENTRE, 155 WELLINGTON ST W:TORONTO

City:

TORONTO

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

CAPITAL MARKETS

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-06-11

Application Deadline:

2025-06-26

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.