Client Onboarding Operations Specialist

RBC Capital Markets, LLC; Minneapolis (MN); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Total Rewards Program

Flexible work/life balance options

Competitive compensation

401(k) with company matching

Health, dental, vision, life and short

Disability insurance

Paid time off

Job summary

RBC Capital Markets, LLC, based in Minneapolis, seeks an Operations Specialist I for the New Accounts team within Client Onboarding. You will engage cross-functional teams, handle research, resolve issues, and support daily oversight of system processes.

The role requires strong communication, detail orientation, and the ability to manage multiple priorities in a fast-paced environment. 40 hours/week; salaried position. Flexibility to adapt within Wealth Management operations.

Qualifications

• 4-year degree from an accredited university or equivalent experience
• Exceptional interpersonal, verbal and written communication skills
• Passion for providing solution-focused customer service via phone and email interactions
• Demonstrated ability to learn new technology and critical thinking for issue resolution
• Ability to handle multiple priorities in a fast-paced, deadline-driven environment with high attention to detail and confidentiality
• Proficient in Word, Excel, Outlook, and Access

Responsibilities

• Liaise and provide customer service support for research, problem resolution, or securing information from other RBC departments and external participants
• Address escalated questions independently, seeking assistance as appropriate
• Execute daily department oversight activities to validate system processes are executing as designed
• Run and analyze reports to resolve exceptions following regulatory and firm policy requirements
• Suggest process changes and system modifications to reduce risk or increase efficiencies; participate in testing and implementation
• Provide accurate analysis and processing support for complex processes; review, verify, and record data into technology supporting department processes
• Train and act as a resource for less experienced team members
• Proficient internet skills

Skills

Communication

Critical Thinking

Detail-Oriented

Microsoft Office

Prioritization

Education

Bachelor's degree

Job description

RBC Capital Markets, LLC, based in Minneapolis, seeks an Operations Specialist I for the New Accounts team within Client Onboarding. You will engage cross-functional teams, handle research, resolve issues, and support daily oversight of system processes.

The role requires strong communication, detail orientation, and the ability to manage multiple priorities in a fast-paced environment. 40 hours/week; salaried position. Flexibility to adapt within Wealth Management operations.