Office Administrative Assistant

Everison Internation Group Inc.; Toronto; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading financial institution in Toronto seeks a highly organized Client Onboarding Analyst for Capital Markets. The role involves managing onboarding processes, ensuring compliance, and enhancing client satisfaction. Ideal candidates have a Bachelor's degree and 3-5 years of experience in onboarding or similar roles, along with proficient Excel skills. This position offers competitive benefits and a collaborative work environment.

Benefits

Comprehensive Total Rewards Program

Flexible work/life balance options

Leadership development opportunities

Qualifications

• 3 - 5 years of onboarding experience preferred or experience in a related role.
• Basic understanding of Capital Markets products.
• Excellent written and verbal communication skills.

Responsibilities

• Manage client lifecycle requests across functional teams.
• Maintain and update status reports on onboarding progress.
• Ensure compliance with bank policies applicable to onboarding.

Skills

Business Intelligence (BI)

Capital Markets

Client Onboarding

Client Service

Commercial Acumen

Critical Thinking

Customer Analytics

Customer Experience (CX)

Detail-Oriented

Onboarding

Programming Languages

Results-Oriented

Education

Bachelor's Degree or equivalent/similar

Tools

MS Excel

Job description

Associate, Client Success Team, Capital Markets - job post

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Job details

Job type: Full-time

Location: Toronto, ON M9W 0A4

Full job description

Job Description

What is the opportunity?

We are seeking a highly organized and detail-orientated capital markets onboarding analyst, responsible for the entire workflow, providing a professional, responsive, and accurate service to client and internal business partners.

Leverage knowledge of the client onboarding policies and Capital Markets operations to ensure end-to-end client satisfaction is attained throughout the pre and post onboarding lifecycle while acting as the primary point of contact and escalation between RBC and its clients.

What will you do?

Member of a global team primarily focused on Capital Markets onboarding requests from clients and sales desks based in North America.

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.

What you need to succeed?

Bachelor’s Degree or equivalent/similar

3 - 5 Years of 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.

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 – Note: text preserved as listed in the source

Business Intelligence (BI), Capital Markets, Client Onboarding, Client Service, Commercial Acumen, Critical Thinking, Customer Analytics, Customer Experience (CX), Detail-Oriented, Onboarding, 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: 2025-09-03

Application Deadline: 2025-09-18

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

I nclusion 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. 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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