2026 Investor Services, Summer Client Operations (4-16 months)

RBC; Toronto; On-site; CAD 40,000 - 50,000; Part time

Job summary

A leading financial institution is looking for summer interns in Toronto for various Client Operations teams. The role focuses on providing client service, data management, and compliance tasks. Candidates should have strong time management skills, and proficiency in Microsoft Word and Excel is essential. This role offers exposure to different business units and a chance to learn about the financial services industry. Ideal for students who require this work term to graduate.

Benefits

On-the-job coaching and mentorship

Learning opportunities

Exposure to senior leadership

Qualifications

• Must return to school after the work term or require it for graduation.
• High level of proficiency with Microsoft Word and Excel.
• Exceptional verbal and written communication skills.

Responsibilities

• Distribute Fund Fact Sheets and maturity notices.
• Setup and maintain records in the system.
• Support data collection initiatives.
• Analyze and resolve client issues.
• Contribute to process improvements.

Skills

Computer applications proficiency

Time management

Client service skills

Communication skills

Education

Enrollment in a relevant educational program

Job description

Job Description

What is the opportunity?

We are seeking summer interns across several Client Operations teams (including but not limited to the following: Fund Accounting, Shareholder Services, Transaction Management, Client Reporting, Risk and Investment Analytics, etc.) Through on-the-job activities, as well as playing a role in projects/initiatives, the candidate will gain greater insight into various business units within Client Operations and how those teams support the overall RBC Investor Services vision.

What will you do?

• Distribution of Fund Fact Sheet, and maturity notices to dealers
• Setup and maintenance of dealers on the record keeping system within SLA
• Review daily new salesperson reporting and email inquiries and ensure that information is entered into the System within the SLA.
• Support periodic initiatives requiring collection or updates of client data (i.e. annual tax documentation renewals)
• Upon request, analyze and resolve basic client issues, escalating complex cases as needed
• Contribute to process improvements by identifying opportunities for efficiency and effectiveness
• Develop familiarity with processes, systems, inputs, deliverables etc. during rotations through different teams and perform assigned tasks
• Update and maintain data in various client management systems
• Assist with internal audits, key control reviews and testing
• Assist in reviewing monthly/annually the IRS tax forms W9/W8, withholding statements and other documents for the purpose of US Chapter 3 compliance and US Tax (1042-S, 1042, 1099) annual reporting
• Ensure FATCA/CRS/QI compliance where client onboarding process and data management are conducted locally.
• Ensure daily/monthly FATCA/CRS/QI operational monitoring and updates

What do you need to succeed?

Must have:

• Proficiency with computer applications, such as Microsoft Word, Excel, spreadsheet/financial accounting skills
• High level of time management and organization skills
• Demonstrated skills in providing world‑class client service that will come across as professional, warm, and friendly to our clients
• Exceptional verbal and written communication skills

Nice to have:

• Previous experience in a business environment
• Knowledge in financial services
• Ability to Interpret IRS codes

Please note: In order to be eligible for these student positions, you must either:
• Return to school after the work term end‑date; or
• If you are not returning back to school (i.e. are graduating immediately after the work term), you must require the full work term as a mandatory component in order to graduate successfully

What’s in it for you?

• As a global leader in asset servicing, you will be joining a high‑performance team with the opportunity to have an impact, share ideas and be heard
• Routine learning opportunities and on‑the‑job coaching and mentorship
• Immersion in a professional, accomplished, progressive team
• Exposure to senior leadership across the organization

Job Skills

Communication, Computer Literacy, Detail‑Oriented, Interpersonal Relationships, Listening Effectively, Personal Development, Personal Initiative

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: WEALTH MANAGEMENT

Job Type: Student/Coop (Fixed Term)

Pay Type: Salaried

Posted Date: 2025-12-13

Application Deadline: 2026-01-19

Note

Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At 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.

Join our Talent Community

Stay in‑the‑know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

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.