Client Success Team - Relationship Management Associate
RBC — New York, New York, United States of America
Posted 2026-10-30
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 equiv