About Company
RBC Royal Bank is a global financial institution with a purpose-driven, principled approach to delivering leading performance. We are Canada’s largest bank, and one of the largest in the world, based on market capitalization. We are one of North America’s leading diversified financial services companies, and provide personal and commercial banking, wealth management, insurance, investor services and capital markets products and services on a global basis. We have over 86,000 full- and part-time employees who serve more than 17 million clients in Canada, the U.S. and 27 other countries. At RBC, we are committed to helping our clients thrive and communities prosper, and we strive to create an inclusive environment where every employee feels valued and can contribute to our collective success. Joining RBC means becoming part of a team dedicated to innovation, client focus, and continuous growth. We foster a culture that supports your professional development and provides opportunities to make a real impact.
Job Description
Are you a highly organized, detail-oriented individual with a passion for providing exceptional client service? Do you thrive in a fast-paced environment and enjoy helping others navigate new experiences? RBC Royal Bank is seeking an enthusiastic and motivated Entry Level Client Onboarding Coordinator to join our team in Waterdown, Hamilton. This is an exciting opportunity for a proactive individual looking to launch their career in the financial services industry, gaining invaluable experience in client relations and operational excellence.
As a Client Onboarding Coordinator, you will play a crucial role in ensuring a seamless and positive experience for new clients as they begin their journey with RBC. You will be the primary point of contact, guiding them through the initial stages of account setup, paperwork, and familiarizing them with our diverse range of products and services. This entry-level position is perfect for someone eager to learn the intricacies of financial operations, compliance, and client relationship management within a leading global bank. You will work closely with our financial advisors and internal teams, contributing directly to our reputation for outstanding client care. We are looking for someone with strong communication skills, meticulous attention to detail, and a genuine desire to help clients feel welcomed and confident in their banking choices. If you are ready to make a significant contribution to client satisfaction and grow your career with a supportive team, we encourage you to apply.
Key Responsibilities
- Act as the primary point of contact for new clients, guiding them through the entire onboarding process from initial contact to full account activation.
- Assist clients with the completion of necessary documentation for account opening, product applications, and service enrollment, ensuring accuracy and completeness.
- Educate new clients on RBC’s various banking products, services, digital tools, and resources, tailored to their specific needs and goals.
- Ensure all client onboarding activities comply with regulatory requirements, including Anti-Money Laundering (AML), Know Your Customer (KYC), and privacy policies.
- Coordinate effectively with internal departments, such as sales, compliance, and operations, to resolve any onboarding challenges and expedite processes.
- Maintain precise and up-to-date client records within our Customer Relationship Management (CRM) systems.
- Proactively follow up with new clients to address any questions, provide ongoing support, and ensure a high level of satisfaction during their initial transition.
- Identify opportunities to enhance and streamline the client onboarding experience and contribute to process improvement initiatives.
- Prepare comprehensive onboarding kits and welcome materials for new clients.
- Support financial advisors by preparing necessary forms, scheduling follow-up appointments, and ensuring clients are prepared for initial consultations.
- Continuously learn about new products, services, and regulatory changes relevant to client onboarding and financial services.
Required Skills
- High School Diploma or equivalent; post-secondary education is an asset.
- Exceptional interpersonal and communication skills (written and verbal).
- Strong organizational skills and meticulous attention to detail.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
- Ability to work effectively in a team-oriented environment and collaborate with diverse individuals.
- Demonstrated ability to manage multiple tasks and prioritize effectively in a fast-paced setting.
- A client-centric mindset with a genuine desire to provide outstanding service.
- Problem-solving skills and a proactive approach to addressing client needs.
Preferred Qualifications
- Previous experience in a client-facing role, preferably in a service-oriented industry.
- Familiarity with financial services products and terminology.
- Basic understanding of compliance and regulatory requirements in banking.
- Experience using CRM software or similar client management systems.
Perks & Benefits
- Competitive salary and performance-based incentives.
- Comprehensive health and dental benefits package.
- Retirement savings plan with company contributions.
- Opportunities for continuous learning, training, and career development within a global organization.
- Employee assistance program and wellness initiatives.
- Generous vacation and paid time off policies.
- Banking benefits and discounts.
- Inclusive and diverse work environment.
How to Apply
Ready to make a difference in our clients’ lives and grow your career with a leading financial institution? We encourage you to apply directly by clicking the link below. Please ensure your resume highlights your relevant skills and experiences.