Client Onboarding Success Mgr II

$71,864 - $114,795/Yr

Royal Bank of Canada - Los Angeles, CA

Full-time

Los Angeles, CA

Credit Intermediation and Related Activities

About the position

The Treasury Management Solutions (TMS) Client Onboarding Success Manager is responsible for onboarding new and existing clients with Treasury management products, ensuring efficient and effective implementation while maintaining client satisfaction. This role involves project management, coordination of various stakeholders, and adherence to defined processes and policies to expedite time to revenue and meet service level agreements.

Responsibilities

• Sales/Client interaction gathering details of implementation and agreements
• Coordinate all aspects of client kick-off call for handoff from Sales to Client Success Manager
• Ensuring all TMS agreements/documentation/requirements are sent and received back from the client
• Ensure compliance with audit and risk policies and procedures
• Proactively manage implementation issues, escalations and error resolution
• Manage and document changes to policies and procedures during the client onboarding process
• Scheduling/Coordinating file testing with client/vendors/CNB resources
• Schedule and coordinate testing with the TMS Client Testing Team
• Internal coordination to ensure implementation is progressing
• Create and manage project plan with agreed milestones for each new client onboarding or new complex product implementation
• Set-up reoccurring calls with client and necessary internal partners and vendors
• Maintain dashboard with status and updates on progress of implementation
• Coordinate and ensure client training is completed and meets needs of client
• Remain point of contact for 30 days post implementation to ensure client success
• Facilitate a hand-off to the line of business operations, client services and sales team

Requirements

• 3-5 years customer service experience
• 3-5 years financial service & banking industry experience, preferably handling treasury services
• 3-5 years of experience with Microsoft, project and/or data tools

Nice-to-haves

• Preferred Bachelor degree or equivalent job experience
• Preferred client facing treasury services implementation experience
• Proven project management experience, certification a plus (Certified Treasury Professional, Project Management Institute)
• Strong working knowledge of treasury management products and services
• Proficient in Microsoft office software and data tools
• Strong teamwork and partnership skills
• Strong and effective communication (verbal and written) and presentation skills
• Demonstrable self-motivation, initiation and strong customer focus
• Ability to work independently

Benefits

• Bonus and/or commissions eligibility
• Comprehensive benefits and perks as outlined in the company benefits document