Operations Analyst II - Manual Transfers & Customer Service

RBC Capital Markets, LLC; Minneapolis (MN); On-site; USD 45,000 - 70,000; Full time

Job summary

RBC Capital Markets, LLC in Minneapolis is seeking a detail-oriented professional to support the incoming Manual Transfers team. You will review, verify, and record data in our systems and provide responsive customer service to internal and external partners, escalating as needed per procedures.

Role requires strong organizational skills, the ability to handle multiple priorities in a fast-paced environment, and a focus on risk reduction through process improvements.

Qualifications

• High school diploma or equivalent with three years of job related experience in business, finance, customer service and/or accounting/bookkeeping.
• Demonstrated ability to effectively lead, train and provide work direction to others.
• Effective problem identification, analytical, and resolution skills along with proficient computer skills in Windows-based software products.
• Ability to communicate effectively both verbally and in writing, strong customer service skills, organizational skills, and superb attention to detail.
• Ability to handle multiple priorities in a fast-paced and deadline driven environment.

Responsibilities

• Review and process incoming manual transfers
• 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.
• Understand department procedures and required accountabilities in the area or department in which the incumbent works.
• Perform other duties and responsibilities as assigned
• Reduce risk by suggesting process changes or modifications as appropriate.
• Address escalated questions independently, seeking assistance from Team Lead or Manager as appropriate following established department procedures.

Skills

Active Learning

Communication

Critical Thinking

Customer Service

Operational Delivery

Process Improvements

Time Management

Education

Bachelor's degree in finance or related field

Tools

Brokerage systems

Job description

RBC Capital Markets, LLC in Minneapolis is seeking a detail-oriented professional to support the incoming Manual Transfers team. You will review, verify, and record data in our systems and provide responsive customer service to internal and external partners, escalating as needed per procedures.

Role requires strong organizational skills, the ability to handle multiple priorities in a fast-paced environment, and a focus on risk reduction through process improvements.