Wealth Ops Specialist - Account Onboarding & Documentation

RBC Dominion Securities; Toronto; On-site; CAD 55,000 - 75,000; Full time

Benefits offered by this job

Total rewards program

Bonuses and flexible benefits

Stock where applicable

Coaching and development opportunities

Job summary

RBC Dominion Securities is seeking a Service Associate in Toronto to support inbound client inquiries, account openings, and documentation processing within Wealth Management Operations. You will collaborate with Compliance, AML, and risk teams to deliver accurate service while maintaining regulatory standards.

The role emphasizes cross-functional teamwork, a commitment to service quality, and ongoing process improvements to enhance client and advisor experiences in a large financial services

Qualifications

• Collaborative mindset and proactive learner in fast-paced SLA-driven teams.
• Strong relationship management and analytical skills for client/advisor support.
• Broad knowledge of wealth management operations and onboarding documentation.
• Familiarity with RBC Wealth Management systems such as BTS, ServiceLink, ClientSource.

Responsibilities

• Handle inbound inquiries and complex documentation processing with professionalism.
• Provide timely, accurate support for account opening, documentation, and maintenance requests.
• Collaborate with front-office and cross-functional partners to optimize service delivery.
• Promote service quality improvements and SLA performance across teams.
• Identify service gaps, analyze root causes, and propose actionable solutions.
• Support adherence to regulatory requirements and risk controls in daily tasks.
• Participate in transformation initiatives and onboarding projects as needed.
• Assist in forums and knowledge-sharing sessions to improve client experiences.
• Contribute to ongoing optimization of associate/advisor support experiences.

Skills

Collaboration

Relationship management

Analytical skills

SLA-driven

Fast-paced environment

Education

Bachelor's degree

Tools

Broadridge BTS

ServiceLink

ClientSource

Job description

RBC Dominion Securities is seeking a Service Associate in Toronto to support inbound client inquiries, account openings, and documentation processing within Wealth Management Operations. You will collaborate with Compliance, AML, and risk teams to deliver accurate service while maintaining regulatory standards.

The role emphasizes cross-functional teamwork, a commitment to service quality, and ongoing process improvements to enhance client and advisor experiences in a large financial services