Capital Markets Onboarding Specialist

RBC; New York (NY); On-site; USD 90,000 - 135,000; Full time

Benefits offered by this job

Total Rewards Program

401(k) with company match

Health, dental, vision insurance

Paid time off

Career development support

Collaborative team environment

Job summary

RBC is seeking a Capital Markets onboarding specialist to join a global team based in North America. You will manage client lifecycle requests, coordinating across KYC, AML, Legal, Operations, IT, Credit, Docs and Risk to ensure a smooth client experience.

You will maintain onboarding status reports, escalate issues to meet deadlines, and ensure enterprise policies are followed. The role also involves process improvement and automation opportunities for efficiency.

Qualifications

• Bachelor's degree or equivalent/similar.
• 3–5 years of onboarding experience or related role.
• Solid understanding of Capital Markets products (FX, Equities, Fixed Income, OTC Derivatives, Futures, Commodities).
• Proficient in MS Excel and CRM/onboarding platforms.

Responsibilities

• Be part of a global team handling Capital Markets onboarding for North America clients.
• Manage client lifecycle requests across KYC, AML, Legal, Operations, IT, Credit, Docs, Risk.
• Maintain status reports for onboarding progress and escalate to meet deadlines.
• Identify and escalate operational control events; address deficiencies and risk events.
• Ensure compliance with bank policies across KYC, risk and regulatory activities.
• Provide additional business support and drive regulatory initiatives, policy docs and metrics.
• Proactively identify opportunities to enhance, streamline and automate processes.

Skills

Capital Markets

Client Onboarding

KYC/AML

Stakeholder communication

Process improvement

Education

Bachelor’s Degree or equivalent

Job description

RBC is seeking a Capital Markets onboarding specialist to join a global team based in North America. You will manage client lifecycle requests, coordinating across KYC, AML, Legal, Operations, IT, Credit, Docs and Risk to ensure a smooth client experience.

You will maintain onboarding status reports, escalate issues to meet deadlines, and ensure enterprise policies are followed. The role also involves process improvement and automation opportunities for efficiency.