Client Success Team - Relationship Management Associate

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

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Onboarding

Capital Markets knowledge

Communication

Time management

Team player

Education

Bachelor’s degree

Tools

MS Excel (macros, lookups)

CRM systems

Onboarding platforms

Job description

Job Description

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 (Client Onboarding/Lifecycle Management, KYC/AML, operations, SEC/CFTC/Dodd Frank regulations, credit risk, business management)
• Solid understanding of Capital Markets products – FX, Equities, Fixed Income, OTC Derivatives, Futures, Commodities and overall client lifecycle management to support such products.
• Understanding of fund management industry is ideal
• 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)
• Detail orientated while managing target/timelines
• 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 competitive compensation and flexible benefits, such as 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off.
• Leaders who support your development through coaching and managing opportunities.
• Ability to make a difference and lasting impact.
• Work in a dynamic, collaborative, progressive, and high-performing team.
• Opportunities to do challenging work.
• Opportunities to build close relationships with clients.

The expected salary range for this particular position is $90,000 - $135,000, depending on your experience, skills, and registration status, market conditions and business needs. You have the potential to earn more through RBC’s discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.

RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that drives RBC’s high-performance culture, enables collective achievement of our strategic goals, and generates sustainable shareholder returns and above market shareholder value.

Job Skills

Capital Markets, Client Onboarding, Client Service, Communication, Customer Interactions, Customer Service, Customer Service Management, Group Problem Solving, Interpersonal Relationships, Problem Management

Job Skills

Adaptability, Business Process Design, Critical Thinking, Customer Service, Detail-Oriented, Group Problem Solving, Interpersonal Relationship Management, Operational Delivery, Time Management

Additional Job Details

Address:

BROOKFIELD PLACE FKA 3 WORLD FINANCIAL CENTER, 200 VESEY STREET:NEW YORK

City:

New York

Country:

United States of America

Work hours/week:

40

Employment Type:

Full time

Platform:

CAPITAL MARKETS

Job Type:

Regular

Pay Type:

Salaried

Application Deadline

2026-12-01

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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.