2027 Investor Services, Winter Client Operations (4-16 months)

RBC; Toronto; On-site; CAD 21,000 - 32,000; Full time

Job summary

RBC Investor Services is offering winter co-ops in Toronto within Client Operations, including Fund Accounting, Shareholder Services and more. You will participate in rotations across teams, perform data entry and documentation tasks, and support compliance and reporting initiatives while gaining insight into asset servicing and client workflows.

The role emphasizes professional client service, strong communication, and collaboration with senior teams.

Qualifications

• Proficiency with computer applications such as Microsoft Word and Excel.
• Strong time management and organizational skills.
• Excellent verbal and written communication skills.

Responsibilities

• Distribute Fund Fact Sheets and maturity notices to dealers.
• Set up and maintain dealers on the record-keeping system within SLA.
• Review daily new salesperson reporting and inquiries; ensure data entry within SLA.
• Support initiatives requiring collection or updates of client data (annual tax documentation).
• Analyze and resolve basic client issues; escalate complex cases as needed.
• Contribute to process improvements for efficiency and effectiveness.
• Rotate through teams to learn processes, systems and deliverables; perform tasks.
• Update and maintain data in client management systems.
• Assist with internal audits, key control reviews and testing.
• Review IRS tax forms (W-9/W-8), withholding statements and other documents for US reporting.

Skills

Communication

Computer Literacy

Detail-Oriented

Interpersonal Relationships

Listening Effectively

Personal Development

Personal Initiative

Tools

Microsoft Word

Excel

Job description

Job Description

At RBC Investor Services (IS), students from a variety of academic backgrounds have the opportunity to engage in a fast-paced environment with a world-class reputation. For more than 125 years, RBC Investor Services has delivered asset servicing solutions to Canadian asset managers and asset owners, investment counsellors and other financial institutions. Part of Royal Bank of Canada, the country’s largest bank and one of the top 10 globally based on market capitalization, our focus is on safeguarding the assets of our clients and supporting their growth.

What is the opportunity?

We are seeking winter co-ops 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

Tobe eligible for these student positions, you must either:

• Bereturningto school after the work term end-date; or


• If you are not returning to school (i.e.are graduating immediately after the work term), you must require the full work term as a mandatory component 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:

2026-08-24

Application Deadline:

2026-09-21

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.