Associate, CST Outreach Team

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Associate, CST Outreach Team

mid · Corporate Finance

Job Description

What is the opportunity?

This role includes client-facing responsibilities, as well as collaboration with KYC, Onboarding, Account Management, Business Management, Sales Coverage and trading desks, etc. This role is multifaceted and involves adapting quickly to changing priorities and requirements while working with various stakeholders to optimize the client experience and meet RBC’s high standards of success.

What will you do?

• Client Outreach: Lead and manage client outreach initiatives relating to regulatory communications, KYC, desk/product-specific messages to RBC’s broad client population.

• Client Questionnaires: Work with clients and internal stakeholders to complete inbound client questionnaires sent to RBC; Questionnaires must be completed in a timely manner and ongoing communication to clients with updates is critical to the maintenance of strong client/broker relationships.

• Member of a global Client Success Team responsible for the onboarding of clients primarily focused on onboarding requests from Canada into all RBC locations

• Collaborate with various internal teams on projects and ad-hoc requests. (LTID, QIB, trade violation)

• Review and comply with Royal Bank of Canada policies applicable to your business activities.

• Maintain and update the team's testing schedule, tracking completion status, due dates, and resource assignments across all active engagements

• Build and maintain Excel-based dashboards and reporting tools to track testing completion, deficiency counts, aging issues, and remediation progress

• Perform data analysis on control testing results to identify trends, recurring failures, and areas requiring deeper investigation

• Proactively identify opportunities to enhance, streamline and automate processes

• Display strong writing skills using clear and concise language to effectively articulate results/conclusions of control testing activities to Direct Manager, Platforms, Senior Management, and other stakeholders.

What do you need to succeed?

Must have:

• Bachelor’s degree in information systems, Computer Science, Business, or a related discipline

• Advanced Excel proficiency including pivot tables, Power Query, VLOOKUP/XLOOKUP, conditional formatting, and dashboard construction

• Expertise in designing advanced reporting models

• Excellent communicator, excel proficiency,

• Strong organizational and time management skills, stakeholder management

• Capital Markets experience

• Relationship management experience,

• Client management experience

• Ability to build and automate recurring management reports, data analytical mindset to identify patterns, and recurring failures

• Exceptional communication skills with ability to present findings clearly to business stakeholders and management; strong interpersonal skills

• Experience producing clear, visually effective reports and management presentations using PowerPoint

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, commissions, and stock where applicable

• 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

#LI_KA2

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

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.

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RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.