Client Data Reporting Analyst
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Transatlantic Cost of Living & Purchasing Power Benchmark
Position Overview & Specifications
Come Work with Us!
At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.
Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.
Job Title
Job Description
What is the opportunity?
You will be Client Data Reporting Analyst in RBC BlueBay
What will you do?
- Provide support to Client Data Management team with Operation & Reporting of:
- Create and maintain reports and dashboards on Salesforce.
- Work with Finance to ensure RBC BlueBay AUM are recorded in Salesforce appropriately to meet downstream accounting and financial reporting requirements.
- Assist internal stakeholders with ad-hoc RFP and other business requests to facilitate client inquiries and sales opportunities.
- Collaborate with other internal stakeholders to deliver strategic projects which advances GBD’s long term priorities.
- Ensuring process documentation and reporting trackers are maintained.
- Proactively identify process inefficiencies, recommend and execute process improvements.
- Participate in, or lead projects to advance the business by leveraging technology including automation, robotics, and process enhancement as required.
- Assuming other Reporting and Operation related responsibilities as required, including but not limited to report delivery, process enhancements and daily operational functions etc.
What do you need to succeed?
Must-have
- Strong oral and written communication skills - confidence to effectively interface at all levels of the firm.
- Highly organised and detail-oriented; ability to multitask in fast-paced environment.
- Excellent oral and written communication skills.
- A track record of managing deadlines and delivering with a client mind-set.
- High level of pressure associated with managing simultaneously many projects or tasks that may be at different stages of completion.
Nice-to-have
- Salesforce or other CRM equivalent knowledge
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, flexible benefits and competitive compensation- Leaders who support your development through coaching and managing opportunities
- Opportunities to work with the best in the field
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- A world-class training program in financial services
- Flexible working options fully supported.
Job Summary
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Inclusion and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
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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 rbc.com/careers.
Candidate Selection & Onboarding Process
Application & Resume Screening
Submit your tailored CV/Resume directly to the talent acquisition portal.
Technical & Competency Interviews
Virtual interviews with the hiring manager and multidisciplinary team.
Formal Offer & Benefits Negotiation
Written agreement outlining compensation, equity, retirement vesting, and relocation allowances.
Onboarding & Corporate Integration
Equipment provisioning, team orientation, and commencement of duties.
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Client Data Reporting Analyst • Royal Bank of Canada
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