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Added 18 mins ago
Account Executive, Public Sector
Salesforce Partner Canada
Toronto, ON
Full-time
Salesforce is the industry leader in CRM, helping public sector entities modernize service delivery, streamline operations, and lay the groundwork for Agentic enterprises within Government…
Added 48 mins ago
Digital Consulting Architect, CPQ
Zaelab
Remote, Canada
Full-time · Remote
Experience integrating CPQ with CRM, ERP, commerce platforms, and middleware.
Added 1 hour ago
Key Account Sales Manager
Smiths Group
Mississauga, ON
Full-time
Comply to CRM processes to ensure a systematic approach to managing current and future customer relationships including sales, marketing, customer service, and technical support.
Added 1 hour ago
eCommerce Growth Executive
w2Foresight
MB · Back, MB
Full-time
Experience using CRM and handling large pipelines.
Added 1 hour ago
Marketing Manager
Codentrel
Mississauga, ON
Full-time
Familiarity with CRM systems and marketing automation tools (HubSpot, Salesforce Marketing Cloud, etc.)
Added 1 hour ago
Manager, Marketing & Communications
Take a Hike Foundation
Vancouver, BC
Full-time
Added 1 hour ago
Recruitment Coordinator
Stepwest
Vancouver, BC
Full-time
Maintain accurate participant records and track progress throughout the admissions, recruitment, and placement process using CRM and internal systems
Added 3 hours ago
Student, Finance
Brandon University
Brandon, MB
Full-time
Experience using data, reports, CRM systems or other business applications to support decision-making and process improvements
Added 3 hours ago
Sales Executive
Roomnexa Technologies
Field, ON
Full-time
…asking sharp diagnostic questions, documenting decisions in CRM with discipline, and helping prospects evaluate Roomnexa through real workflows instead of high-pressure…
Added 3 hours ago
DEVELOPMENT COORDINATOR
Professional Association of Canadian Theatres (PACT)
Vancouver, BC
Full-time
Excellent computer skills including experience working with a database tool like Tessitura CRM is an asset.
Added 4 hours ago
Guardians Care Specialist FT - West
EHN Canada
Toronto, ON
$60,000 to $70,000 CAD / year
Full-time
Proficiency with CRM systems, electronic health records, Microsoft Office, and other business applications.
Added 4 hours ago
Business Advisor
City of Saint John
Saint John, NB
Full-time
Analyzing CRM data, service requests, customer feedback, response times, repeat contacts and emerging trends;
Added 4 hours ago
Fire Operations Support Coordinator
Radius Fire Protection
Richmond, BC
Full-time
Prepare and process customer invoices accurately and on time using SedonaOffice CRM and established company procedures.
Added 4 hours ago
Business Development Representative – Enterprise Sales
TRSB Inc.
Montreal, QC
Full-time
Manage outreach and pipeline activity in CRM, sequencing, prospecting, and sales intelligence platforms
Added 4 hours ago
Manager, Customer Experience
Sysco Canada Inc.
Winnipeg, MB
Full-time
Mastery of data analysis tools (e.g., SQL, R, Python, SAS), business intelligence platforms (e.g., Tableau, Power BI), CRM systems (e.g., Salesforce), and Microsoft Office Suite (Excel,…
Added 5 hours ago
Spare Parts Coordinator
Husky Technologies
Bolton, ON
Full-time
Proficiency in Baan LN and/or Baan 4 or CRM is an asset.
Added 5 hours ago
Account Executive, Public Sector
Salesforce
Toronto, ON · Canada - Toronto
Full-time
Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn’t a buzzword - it’s a way of life.…
Added 5 hours ago
Account Executive - Public Sector
Salesforce
AB
Full-time
Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn’t a buzzword - it’s a way of life.…
Added 5 hours ago
Account Executive - Data (Canadian Federal Government)
Salesforce
ON
Full-time
Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn’t a buzzword - it’s a way of life.…
Added 6 hours ago
Manager, Customer Experience
Sysco
Winnipeg, MB · Sysco Winnipeg
Full-time
Mastery of data analysis tools (e.g., SQL, R, Python, SAS), business intelligence platforms (e.g., Tableau, Power BI), CRM systems (e.g., Salesforce), and Microsoft Office Suite (Excel,…
Added 6 hours ago
Sales Associate
Heritage Ford Sales Limited
Toronto, ON · Scarborough, ON
Full-time
Comfort using computers and dealership software for CRM, inventory, and sales documentation.
Added 6 hours ago
Account Executive, Business Sales - Kingston
OSL Retail Services
Kingston, ON
Full-time
Tools for success Smartphone & tablet, business cards, ID badge, Salesforce CRM
Added 6 hours ago
Inside Sales Representative
ElectriHub
Oakville, ON
Full-time
…teams to meet revenue targets, track customer interactions in CRM tools, and identify opportunities to expand product usage and strengthen customer…
Added 6 hours ago
Account Consultant (Sales & Marketing) - Hamilton
OSL Retail Services
Hamilton, ON
Full-time
Tools for success Smartphone & tablet, business cards, Bell branded clothing, ID badge, Salesforce CRM
Added 6 hours ago
Sales Development Representative
Trane Technologies
Montreal, QC
Full-time
Strong CRM discipline, using Salesforce or a similar platform, with clean and current data.

Royal Bank of Canada

Analyst, CST - Client Shared Services

Toronto, ON, M9W 0A4, Canada

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

Apply About employer

Applications open in a new tab.

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.

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.

Apply About employer

More about this job

Responsibilities

The analyst serves as the primary point of contact for RBC Capital Markets business partners, managing the end-to-end client onboarding lifecycle. They are responsible for ensuring client satisfaction, maintaining documentation, and coordinating with functional teams to meet regulatory and deal-related deadlines.

Requirements

Candidates should possess a bachelor's degree and relevant experience in onboarding, KYC, or operations within the capital markets sector. Strong organizational skills, proficiency in MS Excel, and the ability to navigate complex infrastructure are essential for success in this role.

Skills

Relationship management
Client onboarding
Capital markets
KYC
Operations
Regulatory compliance
Credit risk
MS Excel
CRM systems
Communication
Pipeline management
Change management
Problem solving
Time management
Organizational skills

Benefits

Bonuses
Flexible benefits
Competitive compensation
Commissions
Stock

Visa sponsorship

Not detected in the job text

Keywords

Client Shared Services
Relationship Management
Capital Markets
Onboarding
KYC
Regulatory Changes
Pipeline Management
CRM
MS Excel
Corporate Banking
Global Investment Banking
Securitization
Client Lifecycle
Change Management
Operations
Credit Risk
Documentation
Service Level Expectations
Accountability
Financial Services

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