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Added 8 mins ago
Client Relationship Manager, Commercial Banking - Edmonton
Scotiabank
Edmonton, AB
As a Client Relationship Manager (CRM) within Canadian Commercial Banking at Scotiabank, you will play a key role in supporting the success of Canadian businesses in the growth segment with…
Added 8 mins ago
Event and Fundraising Specialist
Halton Women s Place
Burlington, ON
$55,000 to $61,000 CAD / year
Temporary
Experience with event fundraising or CRM platforms is an asset.
Added 8 mins ago
Outside Sales Representative
Britespan Building Systems Inc
Wingham, ON
$75,000 to $140,000 CAD / year
Full-time
Experience using CRM software and Microsoft Office
Added 8 mins ago
Enrolment Services Advisor
University of British Columbia
Vancouver, BC · UBCV | Brock Hall (BRCK)
$7,158.42 to $10,292.25 CAD / month
Full-time
Added 8 mins ago
Enrolment Services Advisor
University of British Columbia
Vancouver, BC · UBCV | Brock Hall (BRCK)
$7,158.42 to $10,292.25 CAD / month
Full-time
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Business Development Manager
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$75,000 to $95,000 CAD / year
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· Proficiency with CRM systems and standard business software applications.
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Employment Counsellor
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Maintain complete and up-to-date client files across multiple CRM databases and internal portals, including case notes, action plan items, and calendar entries.
Added 8 mins ago
Product Owner (Field Services)
Xplore Inc
Fredericton, NB · Woodstock, NB · Cornwall, ON · Markham, ON · Calgary, AB
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…order management, dispatch, scheduling, and technicians, with CRM and related customer engagement technologies as closely connected, secondary platforms. You'll work cross-functionally to…
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Quotation Specialist/Sourcing Support
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$50,000 to $55,000 CAD / year
Full-time
Added 8 mins ago
Director, Digital Marketing & Web Experience
Varicent
Toronto, ON
Ensure digital programs are effectively integrated with marketing automation, CRM, lead routing, scoring, nurture, attribution, and reporting.
Added 22 mins ago
Account Executive - Calgary
American Global
AB · Alberta
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Proficiency with Microsoft Office and CRM technology.
Added 22 mins ago
Location Operations Manager (Leader, SK)
Simplot
Leader, SK
Ensure timely data entry for accounts into CRM system and ensure customer records are up to date and current.
Added 36 mins ago
Senior Manager - Third-Party Risk Management
KPMG Canada
Toronto, ON
Full-time
A risk management, assurance, or professional designation, such as CRM, MBA, CFA, CPA, or an equivalent credential.
Added 36 mins ago
Adobe Technical Lead
Prodigy Systems Inc.
Toronto, ON
$80 to $100 CAD / hour
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Experience with Salesforce CRM, Salesforce Marketing Cloud, or Salesforce Data Cloud.
Added 36 mins ago
Guardians Care Specialist FT - East
EHN Canada
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$60,000 to $70,000 CAD / year
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Proficiency with CRM systems, electronic health records, Microsoft Office, and other business applications.
Added 36 mins ago
Financial Planning and Analysis (FP&A)
PSD Citywide
Toronto, ON
$130,000 to $160,000 CAD / year
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Strong understanding of SaaS demand generation, marketing operations, CRM, digital marketing, content, brand, and performance analytics.
Added 36 mins ago
Marketing Executive
FDM Group
Toronto, ON
$60,000 to $70,000 CAD / year
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Familiarity with marketing automation software and CRM platforms
Added 36 mins ago
Senior Amazon Connect Engineer
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$110,000 to $120,000 CAD / year
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Integrate Amazon Connect with CRM platforms such as Salesforce, Zendesk, or similar systems.
Added 37 mins ago
Enterprise Account Executive - North America
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- Forecast with discipline and keep a clean pipeline in CRM
Added 37 mins ago
Senior Manager Process Re-Engineering
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Toronto, ON
Full-time
Added 37 mins ago
Analyst, CST - Client Shared Services
Royal Bank of Canada
Toronto, ON
Full-time
Proficient in MS Excel and experience with CRM systems or onboarding platforms
Added 37 mins ago
Proposals Specialist
FLINT Corp.
Calgary, AB
Full-time
Track multiple client opportunities using Salesforce CRM, ensuring accurate data management and statistical analytics.
Added 37 mins ago
Application Support Technician
Distribution stox
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Full-time
…our ERP (Microsoft Dynamics 365), WMS and TMS (Manhattan), CRM (Salesforce), B2B and B2C web platforms, as well as our fleet of Zebra and Honeywell mobile…
Added 50 mins ago
Director, Lifecycle Marketing
Arcady Media
Toronto, ON
Full-time
7+ years in lifecycle, CRM, or retention marketing, with at least 3 leading people, including managers rather than only individual contributors.
Added 50 mins ago
Change Adoption & Organizational Design Consultant
Cambay Solutions
Canada
Full-time
…Microsoft 365, Dynamics 365, Power Platform, Copilot, Azure, ERP, CRM, or comparable enterprise technology…

RBC

Analyst, CST - Client Shared Services

Toronto, ON, Canada

Job type: Full-time
Apply by: Oct 13, 2026
Posting language: English
Posted: Sep 29, 2026

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Original job description

Job Description

What is the opportunity?

The Analyst of the Client Success Team, Relationship Management, serves as support for the Director of Client Success and a point of contact between RBC Capital Markets businesses and clients. This role involves close collaboration with multiple functional partners to enhance client satisfaction, retention and growth.

Responsible for supporting a best-in-class client experience through all phases of the client lifecycle focusing on the Global Investment Banking, Corporate Banking, and Securitization businesses.
This role will be responsible for all aspects of pre and post onboarding, providing a professional, attentive, and accurate service to clients and internal business partners, leveraging extensive knowledge of both the client onboarding process and Capital Markets operations.
Responsible for active pipeline management measured against deal date adherence and escalated when at risk.
Support implementation of a robust client pre and post care experience that can anticipate and quickly react to the consistent challenges that global regulatory changes present to RBC and its clients, and contribute to a continuous relationship management model creating a differentiating service from our peers

What will you do?

Key Responsibilities

Relationship management:

Ensure end-to-end client satisfaction is attained throughout the pre and post onboarding lifecycle while acting as the primary point of contact for RBC business partners
Where required build and maintain strong relationships with clients by educating and guiding them through the RBC onboarding process
Coordinate outreach for client documentation updates and ensure client contact is minimized with maximum effect, transparency, and any necessary escalations are performed in an accurate and timely manner

E2E client case management:

Act as a central point of contact for RBC Capital Markets business partners and internal functional teams. Escalating as needed to ensure deadlines are met.
Coordinate and oversee E2E onboarding, and enforce service level expectations across functional partners responsible for performing activities pertinent to client onboarding
Build and maintain strong relationships with functional partners in Sales, Operations and Enterprise Partners
Utilize CLM tool and ecosystem for all onboarding related activities (e.g. status updates and document repository)
Assume ownership and accountability for the resolution of complex issues and concerns relating to client onboarding and client documentation updates

What do you need to succeed?

Bachelor’s Degree or equivalent/similar
Some onboarding experience preferred or experience in a related role (KYC, operations, regulations, credit risk)
Basic understanding of Capital Markets
Proficient in MS Excel 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 (able to prioritize to meet the face paced demands of the capital markets business).
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
Understanding of change management to support the evolving nature of change related to business and regulator requirements as applicable.

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

Job Skills

Auditing, Audits Compliance, Communication, Data Gathering Analysis, Detail-Oriented, Financial Regulation, Internal Controls, Organizational Governance, Process Management, Quality Orientation

Additional Job Details

Address:

RBC CENTRE, 155 WELLINGTON ST W:TORONTO

City:

Toronto

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

CAPITAL MARKETS

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-09-29

Application Deadline:

2026-10-13

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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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com</a/span>

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.

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More about this job

Responsibilities

Manage the end-to-end client onboarding experience for Capital Markets clients, serving as a central contact for clients, business partners, and internal teams. Coordinate documentation updates, monitor pipeline and deadlines, enforce service expectations, and resolve complex onboarding issues.

Requirements

A bachelor’s degree or equivalent is required, and onboarding or related experience in KYC, operations, regulations, or credit risk is preferred. Candidates should have a basic understanding of Capital Markets, proficiency in Excel and CRM or onboarding platforms, strong communication and organizational skills, and the ability to manage complex stakeholder relationships.

Skills

Client Onboarding
Capital Markets
KYC
Regulatory Compliance
Operations
Credit Risk
Microsoft Excel
CRM Systems
Client Lifecycle Management
Pipeline Management
Case Management
Communication
Organization And Time Management
Change Management
Process Management

Benefits

Flexible Benefits
Bonuses
Competitive Compensation
Commissions
Stock Options
Coaching And Development Opportunities

Visa sponsorship

Not detected in the job text

Keywords

Client Success
Relationship Management
Client Onboarding
Pre-Onboarding
Post-Onboarding
Client Lifecycle Management
Capital Markets
Global Investment Banking
Corporate Banking
Securitization
KYC
Financial Regulation
Regulatory Change
Credit Risk
Client Documentation
Pipeline Management
Deal Date Adherence
Service Level Expectations
CRM Systems
Microsoft Excel
Operations
Sales
Enterprise Partners
Case Management
Change Management
Internal Controls
Process Management
Data Gathering And Analysis
Quality Orientation

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