Associate, Operations III

RBC; Toronto; On-site; CAD 45,000 - 60,000; Full time

Job summary

A leading financial institution in Toronto is looking for an Operations Associate to handle account transfers and customer service inquiries. The ideal candidate should possess strong communication and organizational skills. The position provides opportunities for professional growth, competitive compensation, and a supportive work environment.

Benefits

Comprehensive Total Rewards Program

Competitive compensation

Flexible work/life balance options

Professional development opportunities

Qualifications

• Effective communication skills, both verbally and in writing.
• Ability to handle multiple priorities in a fast-paced environment.
• Strong customer service, organizational skills, attention to detail and confidentiality.

Responsibilities

• Contact OFIs by phone and email to ensure transfer requests are processed.
• Provide customer service support for individuals requiring information.
• Address escalated questions independently as appropriate.

Skills

Adaptability

Critical Thinking

Customer Service

Decision Making

Interpersonal Relationship Management

Operational Delivery

Process Improvements

Time Management

Education

4-year degree from an accredited university or equivalent

High school diploma or equivalent AND 2 years of job-related experience

Tools

Windows-based software (Word, Excel, Outlook)

Job description

Overview

As an Operations Associate, you will be responsible for reviewing and monitoring Account Transfers requests of RBC Dominion Securities, Direct Investing and PHN clients from other financial institutions (OFIs) into RBC. You will utilize your excellent communication skills to address transfers related matters with various internal partners. As a professional, representing RBC and its values, you will use your skills when dealing with OFIs to address and resolve issues related to the transfer requests.

Responsibilities

• Contact OFIs by phone call and email inquiries to ensure transfer requests are in good order and processed in a timely fashion
• Liaise and provide customer service support for individuals requiring research, problem resolution, or securing information from other Operation’s departments, RBC Business Units, external customers or industry participants.
• Address escalated questions independently; seeking assistance from Team Lead or Manager as appropriate following established department procedures.
• Reduce risk or increase efficiencies by suggesting process changes and system modifications.

What you need to succeed

Must-have

• 4-year degree from an accredited university or equivalent OR High school diploma or equivalent AND 2 years of job-related experience
• Ability to communicate effectively, both verbally and in writing
• Ability to handle multiple priorities in a fast paced and deadline driven environment
• Ability to work independently and within a team environment
• Strong customer service, organizational skills, attention to detail and confidentiality
• Proficient computer skills in Windows-based software products including Word, Excel and Outlook

Nice-to-have

• Account Transfers experience
• Ability to effectively train, lead and provide work direction to others
• Ability to handle multiple priorities in a fast paced and deadline driven environment
• Bilingual in French and English

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.

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• Leaders who support your development through coaching and managing opportunities
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• Flexible work/life balance options
• Opportunities to do challenging work
• Opportunities to take on progressively greater accountabilities
• Access to a variety of job opportunities across business

Job Skills

Adaptability, Critical Thinking, Customer Service, Decision Making, Interpersonal Relationship Management, Operational Delivery, Process Improvements, Time Management

Additional Job Details

Address: 180 WELLINGTON ST W TORONTO

City: Toronto

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Salaried

Posted Date: 2025-09-04

Application Deadline: 2025-09-20

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.