Capital Markets Client Onboarding Specialist

RBC; New York (NY); Presencial; USD 90.000 - 135.000; Jornada completa

Descripción de la vacante

RBC is seeking an experienced onboarding professional to support Capital Markets clients in North America. You will manage end-to-end client lifecycle activities across KYC/AML, Legal, Operations, IT, and Risk to ensure a smooth onboarding experience.

The role requires a Bachelor's degree and 3-5 years of onboarding or related experience, with strong Excel and CRM/onboarding platform skills. A proactive, team-oriented approach is essential in a fast-paced trading environment.

Formación

• Bachelor’s Degree or equivalent/similar.
• 3-5 years onboarding experience preferred or related role (Client Onboarding/Lifecycle Management, KYC/AML, operations).
• Solid understanding of Capital Markets products (FX, Equities, Fixed Income, OTC Derivatives, Futures, Commodities).
• Proficient in MS Excel (macros, lookups) and CRM/onboarding platforms.

Responsabilidades

• Member of a global team focused on Capital Markets onboarding requests from North America.
• Manage client lifecycle requests across KYC, AML, Legal, Operations, IT, Credit, Docs, Risk to deliver a smooth experience.
• Maintain/update status reports on onboarding progress for stakeholders and deadlines.
• Identify and escalate operational control events; assist with deficiencies and risk events.
• Ensure compliance with bank policies related to onboarding (KYC, risk, regulatory).
• Provide additional business support as directed and pursue process improvements.

Conocimientos

Onboarding

Capital Markets knowledge

Communication

Time management

Team player

Educación

Bachelor’s degree

Herramientas

MS Excel (macros, lookups)

CRM systems

Onboarding platforms

Descripción del empleo

RBC is seeking an experienced onboarding professional to support Capital Markets clients in North America. You will manage end-to-end client lifecycle activities across KYC/AML, Legal, Operations, IT, and Risk to ensure a smooth onboarding experience.

The role requires a Bachelor's degree and 3-5 years of onboarding or related experience, with strong Excel and CRM/onboarding platform skills. A proactive, team-oriented approach is essential in a fast-paced trading environment.