Proficient in MS Excel skills (macros, look-ups etc) and experience with CRM systems or onboarding platforms. * Excellent communication skills, both written and verbal * Confident and Client First ...
Proficient in MS Excel skills (macros, look-ups etc) and experience with CRM systems or onboarding platforms. * Excellent communication skills, both written and verbal * Confident and Client First ...
Manager, CRM & Retention
Toronto, ON · On-site
You will report directly to the Director of Marketing and lead the Customer Marketing Associate ... Own vendor relationships for CRM and loyalty platforms, from day-to-day management to contract and ...
Manager, CRM & Retention
Toronto, ON · On-site
You will report directly to the Director of Marketing and lead the Customer Marketing Associate ... Own vendor relationships for CRM and loyalty platforms, from day-to-day management to contract and ...
Wealth Management Associate Program - ScotiaMcLeod (Bilingual: Spanish/English) Start date: January ... The program offers a strong foundation in financial planning, relationship building, and client ...
New
Wealth Management Associate Program - ScotiaMcLeod (Bilingual: Spanish/English) Start date: January ... The program offers a strong foundation in financial planning, relationship building, and client ...
New
Associate, Asset Management
Guelph, ON · On-site
The Asset Management Associate will work with all members of Skyline Energy's team to gather data ... Experience with aspects of asset management; acquisitions, dispositions and relationship management.
Quick apply
Associate, Asset Management
Guelph, ON · On-site
The Asset Management Associate will work with all members of Skyline Energy's team to gather data ... Experience with aspects of asset management; acquisitions, dispositions and relationship management.
Associate, Relationship Manager
Toronto, ON · On-site
CA$70K - CA$75K/yr
CG is driven by an unwavering commitment to build lasting client relationships - we achieve this by ... We are a leading independent wealth management firm in Canada, and the leading mid-market provider ...
Associate, Relationship Manager
Toronto, ON · On-site
CA$70K - CA$75K/yr
CG is driven by an unwavering commitment to build lasting client relationships - we achieve this by ... We are a leading independent wealth management firm in Canada, and the leading mid-market provider ...
Associate Director, Investment Management Data - SLC Management What is in it for you: Reporting to ... Build strong relationships with stakeholders by communicating product priorities, roadmaps ...
Associate Director, Investment Management Data - SLC Management What is in it for you: Reporting to ... Build strong relationships with stakeholders by communicating product priorities, roadmaps ...
Project Management - Associate Consultant About Dokainish & Company Since 2011 Dokainish & Company ... Build and maintain positive working relationships with clients and internal team members throughout ...
Quick apply
Project Management - Associate Consultant About Dokainish & Company Since 2011 Dokainish & Company ... Build and maintain positive working relationships with clients and internal team members throughout ...
Relationship Manager - Desjardins Agent Team Member Location: Oakville, ON Type: Full Time Position ... Sales experience (outside sales or inside sales representative, retail sales associate, or ...
Relationship Manager - Desjardins Agent Team Member Location: Oakville, ON Type: Full Time Position ... Sales experience (outside sales or inside sales representative, retail sales associate, or ...
Relationship Manager
CA$40K - CA$50K/yr
Relationship Manager - Desjardins Agent Team Member Location: Oakville, ON Type: Full Time Position ... Sales experience (outside sales or inside sales representative, retail sales associate, or ...
Quick apply
Relationship Manager
CA$40K - CA$50K/yr
Relationship Manager - Desjardins Agent Team Member Location: Oakville, ON Type: Full Time Position ... Sales experience (outside sales or inside sales representative, retail sales associate, or ...
Completion of the Associate Account Manager training program, or have previous experience as a ... Opportunity to build close relationships, do challenging work, and work towards personal and ...
Completion of the Associate Account Manager training program, or have previous experience as a ... Opportunity to build close relationships, do challenging work, and work towards personal and ...
Completion of the Associate Account Manager training program, or have previous experience as a ... Opportunity to build close relationships, do challenging work, and work towards personal and ...
Completion of the Associate Account Manager training program, or have previous experience as a ... Opportunity to build close relationships, do challenging work, and work towards personal and ...
Associate Director, Investment Management Data - SLC Management What is in it for you: Reporting to ... Build strong relationships with stakeholders by communicating product priorities, roadmaps ...
Associate Director, Investment Management Data - SLC Management What is in it for you: Reporting to ... Build strong relationships with stakeholders by communicating product priorities, roadmaps ...
Associate Director, Investment Management Data - SLC Management What is in it for you: Reporting to ... Build strong relationships with stakeholders by communicating product priorities, roadmaps ...
Associate Director, Investment Management Data - SLC Management What is in it for you: Reporting to ... Build strong relationships with stakeholders by communicating product priorities, roadmaps ...
Client Relationship Manager, Canadian Commercial Banking - Mississauga, Ontario
Mississauga, ON · On-site
The CRM is responsible for conducting sales planning activities, executing on business development ... Partner with Credit Solution Associate on credit portfolio for authorizations up to $5MM:
Client Relationship Manager, Canadian Commercial Banking - Mississauga, Ontario
Mississauga, ON · On-site
The CRM is responsible for conducting sales planning activities, executing on business development ... Partner with Credit Solution Associate on credit portfolio for authorizations up to $5MM:
In addition to providing international cash management, liquidity, commercial card, FX, escrow ... As as Senior Relationship Manager you will be responsible for managing, expanding and retaining a ...
In addition to providing international cash management, liquidity, commercial card, FX, escrow ... As as Senior Relationship Manager you will be responsible for managing, expanding and retaining a ...
In addition to providing international cash management, liquidity, commercial card, FX, escrow ... As as Senior Relationship Manager you will be responsible for managing, expanding and retaining a ...
In addition to providing international cash management, liquidity, commercial card, FX, escrow ... As as Senior Relationship Manager you will be responsible for managing, expanding and retaining a ...
Salesforce Senior Consultant Manager (Remote Canada)
Toronto, ON · Remote
Medical
Dental
Vision
Life
Retirement
PTO
Internally this role is titled Associate Director, Revenue Operations* About The Role: We're ... Design and advise on lifecycle architecture, lead management, routing, automation, CRM/MAP ...
New
Quick apply
Salesforce Senior Consultant Manager (Remote Canada)
Toronto, ON · Remote
Medical
Dental
Vision
Life
Retirement
PTO
Internally this role is titled Associate Director, Revenue Operations* About The Role: We're ... Design and advise on lifecycle architecture, lead management, routing, automation, CRM/MAP ...
New
Salesforce Senior Consultant Manager (Remote Canada)
Toronto, ON · Remote
Medical
Dental
Vision
Life
Retirement
PTO
Internally this role is titled Associate Director, Revenue Operations* About The Role: We're ... Design and advise on lifecycle architecture, lead management, routing, automation, CRM/MAP ...
New
Quick apply
Salesforce Senior Consultant Manager (Remote Canada)
Toronto, ON · Remote
Medical
Dental
Vision
Life
Retirement
PTO
Internally this role is titled Associate Director, Revenue Operations* About The Role: We're ... Design and advise on lifecycle architecture, lead management, routing, automation, CRM/MAP ...
New
Case Management Partner - 6 Month Contract
Mississauga, ON · On-site
CA$74K - CA$101K/yr
Builds strong and trusting relationships with team members and business partners; works ... for associates, customers, and the world around us (e.g., creating a sense of belonging ...
Case Management Partner - 6 Month Contract
Mississauga, ON · On-site
CA$74K - CA$101K/yr
Builds strong and trusting relationships with team members and business partners; works ... for associates, customers, and the world around us (e.g., creating a sense of belonging ...
Wealth Associates will be supported in their development through the Wealth Associate Advancement ... In so doing, relationship management and client servicing skills are groomed and enhanced. Skills ...
Wealth Associates will be supported in their development through the Wealth Associate Advancement ... In so doing, relationship management and client servicing skills are groomed and enhanced. Skills ...
Relationship Management Associate information
What are the key skills and qualifications needed to thrive as a relationship management associate?
What are some typical challenges faced by a relationship management associate, and how can they be addressed?
What is the difference between Relationship Management Associate vs Client Services Associate?
| Aspect | Relationship Management Associate | Client Services Associate |
|---|---|---|
| Required Credentials | Bachelor's degree, relevant certifications often preferred | Bachelor's degree, customer service experience |
| Work Environment | Financial institutions, corporate client management | Banking, financial services, customer support |
| Employer & Industry Usage | Investment firms, banks, wealth management | Banks, financial institutions, service providers |
| Common Search & Comparison | Yes | Yes |
The main difference is that a Relationship Management Associate focuses on building and maintaining long-term client relationships, often in financial sectors, while a Client Services Associate primarily handles day-to-day client inquiries and support. Both roles require strong communication skills and customer service experience, but the Relationship Management Associate typically involves more strategic engagement with clients.
What job categories do people searching Relationship Management Associate jobs in Toronto, ON look for?
The top searched job categories for Relationship Management Associate jobs in Toronto, ON are:
What cities near Toronto, ON are hiring for Relationship Management Associate jobs?
Cities near Toronto, ON with the most Relationship Management Associate job openings:

Full-time
Posted 13 days ago
Job description
Job Description
What is the opportunity?
We are seeking a highly organized and detail-orientated capital markets onboarding analyst, responsible for the entire workflow, providing a professional, responsive, and accurate service to client and internal business partners.
Leverage knowledge of the client onboarding policies and Capital Markets operations to ensure end-to-end client satisfaction is attained throughout the pre and post onboarding lifecycle while acting as the primary point of contact and escalation between RBC and its clients.
What will you do?
Member of a global team primarily focused on Capital Markets onboarding requests from clients and sales desks based in the UK and Europe.
Manage client lifecycle requests for new and existing clients across the functional teams (KYC, AML, Legal, Operations, IT, Credit, Docs, Risk) to deliver a smooth and efficient experience for the client and Sales.
Maintain and update status reports on the onboarding progress to business stakeholders, providing transparency and improved client service, escalating as required in order to meet client deadlines and expectations.
Identifying and escalating any operational control events to the relevant escalation teams, assisting with any operational deficiencies, trading without approvals, risk loss events.
Ensure compliance with bank policies applicable to onboarding across KYC, risk and regulatory activities.
Provide additional business support as directed by reporting manager (e.g. strategic or regulatory initiatives, projects, documentation of policy/procedures and reporting/metrics)
Proactively identify opportunities to enhance, streamline and automate processes.
Represent RBC professionally on client calls alongside Sales, demonstrating deep product and process expertise while building trust and confidence through clear communication, active listening, and a genuine commitment to understanding and addressing client needs and concerns.
Serve as a knowledgeable guide and trusted advisor, proactively walking clients through our onboarding process, explaining requirements and timelines, anticipating questions, and providing tailored recommendations to ensure clients feel supported and confident throughout their journey with RBC.
What 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 products - FX, Cash and Equity Derivatives, Fixed Income, Futures, Commodities and Rates Derivatives
Understanding of fund management industry is a benefit but not essential
Proficient in MS Excel skills (macros, look-ups etc) and experience with CRM systems or onboarding platforms.
Excellent communication skills, both written and verbal
Confident and Client First approach to join client calls with Sales.
Ability to assist/walk clients through our process and provide guidance and best approach.
Proactive, team player, self-motivated with strong organizational and time management skills (must be able to prioritize and re-prioritize tasks to meet the fast-paced demands of the trading environment)
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.
What is 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
Leaders who support your development through coaching and managing opportunities
Work in a dynamic, collaborative, progressive, and high-performing team
Opportunities to do challenging work
Flexible work/life balance options
Job Skills
Active Learning, Adaptability, Business Appraisals, Critical Thinking, Customer Service, Decision Making, Effectiveness Measurement, Operational Delivery, Process ImprovementsAdditional Job Details
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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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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.
Employment Type: FULL_TIMEAbout Royal Bank of Canada
Sourced by ZipRecruiter
Industry
Banking and credit intermediation
Company size
10,000+ Employees
Headquarters location
Toronto, Ontario, CA