Analyst, CST - Client Shared Services
Core
Support the Director of Client Success and act as the primary point of contact between RBC Capital Markets businesses and clients to enhance satisfaction, retention, and growth.
Role type
Analyst, Client Success & Relationship Management
Builds
End-to-end client onboarding experience and relationship management model for Global Investment Banking, Corporate Banking, and Securitization businesses.
Domain
Financial Services / Capital Markets
Deliverable
client delivery
Required skills
Client onboarding process knowledge, Capital Markets operations understanding, CRM systems proficiency, MS Excel proficiency, Regulatory change management, Stakeholder coordination, Documentation management, Pipeline management, Service level expectation enforcement, Complex issue resolution
Preferred skills
KYC experience, Operations experience, Credit risk experience, Financial Regulation knowledge
Responsibilities
Coordinate outreach for client documentation updates, Act as a central point of contact for business partners and internal teams, Enforce service level expectations across functional partners, Utilize CLM tool for onboarding activities, Assume ownership for resolution of complex client onboarding issues, Manage active pipeline against deal date adherence
Seniority
Individual Contributor, Analyst level
