Operations Associate

What is the opportunity?

The RBC US Wealth Management Operations team is growing! As an Operations Associate in the Investment Advisor Operations group, you will be responsible for processing a variety of forms relating to client advisory accounts. In this fast-paced and deadline driven environment, you will be dedicated to quality work by providing superior customer service and partnering with others a team environment to deliver results in a timely manner.

The Investment Advisor Operations Account and Billing Administration group provides account administration and billing for Advisory accounts for the Private Client Group and Correspondent firms. Account administration includes new account setup, terminations, fee billing, customer service, and general updates to client advisory accounts.

If you are looking for an opportunity to utilize your skills and join a growing organization, we want to hear from you!

What will you do?

Accurately establish, maintain, bill, and close assigned accounts in a timely manner, ensuring all department service levels are observed. Processing activities are thoroughly documented and proper documentation is received from branch offices. Ensure processing is within regulatory and firm guidelines for advisory accounts.

Provide quality customer service to branch office personnel, correspondents and third party money managers as primary contact for all questions concerning advisory accounts. Provide detailed, accurate and timely communications to ensure the FA or CA has a reasonable understanding of the operational status of an account.

Assist supervisor with activities surrounding periodic account billing. Be able to explain all aspects of billing, verify when charges occur, ensure investment advisors and referral partners are paid properly, print invoices as necessary.

Research and resolve issues, errors or billing discrepancies in a timely manner. Respond to Financial Advisor and/or other affected parties within 24 hours of notification of error.

Assist other team members with opening, billing and closing accounts as volumes warrant.

What do you need to succeed?

Must-have

Superb attention to details

Ability to handle multiple priorities in a face paced, pressured environment

Team oriented with excellent customer service skills

Good written and verbal communication skills

Effective problem identification and resolution skills

Nice-to-have

Previous industry experience with advisory programs

Experience in a process-oriented work environment

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.

Client First: We will always earn the right to be our clients’ first choice

Collaboration: We win as One RBC

Accountability: We take ownership for personal and collective high performance

Diversity & Inclusion: We embrace diversity for innovation and growth

Integrity: We hold ourselves to the highest standards to build trust

About RBC

Royal Bank of Canada is Canada’s largest bank, and one of the largest banks in the world, based on market capitalization. We are one of North America’s leading diversified financial services companies, and provide personal and commercial banking, wealth management, insurance, investor services and capital markets products and services on a global basis. We have over 80,000 full- and part-time employees who serve more than 16 million personal, business, public sector and institutional clients through offices in Canada, the U.S. and 37 other countries. For more information, please visit rbc.com .

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Inclusion and Equal Opportunity Employment

RBC is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status, Aboriginal/Native American status or any other legally-protected factors. Disability-related accommodations during the application process are available upon request.

JOB SUMMARY

City: Minneapolis

Address: 60 South 6th Street

Work Hours/Week: 40

Work Environment: Office

Employment Type: Regular – U.S.

Career Level: Experienced Hire/Professional

Pay Type: Hourly

Required Travel (%): 0

Exempt/Non-Exempt: Non-Exempt

People Manager: No

Application Deadline: 2018-07-31

Req ID: 164041

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