Operations Associate II - Account Transfers

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

Benefits offered by this job

401(k) with company matching

Health insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

Paid time off

Stock options (where applicable)

Job summary

RBC in Minneapolis is seeking an Operations Associate II to support the Account Transfers team with data processing and customer service for complex Operations tasks. You will review and record data in systems, resolve escalations, and collaborate with other departments while maintaining confidentiality.

The role emphasizes analytical thinking, multitasking, and strong communication in a fast-paced environment. Benefits and total rewards accompany a salaried position in Wealth Management.

Qualifications

• 4-year degree from an accredited university (or equivalent) OR High school diploma (or equivalent) AND 3 years of job-related experience.
• Demonstrated ability to learn and adapt to change, strong analytical skills to support researching, analyzing and solving problems.
• Ability to handle multiple priorities in a fast-paced, deadline-driven environment with high attention to detail and confidentiality.
• Exceptional interpersonal, verbal and written communication skills with the ability to work with all levels of staff and management.
• Microsoft Word, Excel, Outlook, and Access skills.

Responsibilities

• Provide accurate processing support for standardized and/or manual processes within a specific Operations department.
• Accurately review, verify and/or record data into technology supporting department processes.
• Liaise with other departments and external customers for research or information as needed.
• Address escalated questions independently; seek guidance from Team Lead or Manager per procedures.
• Suggest process changes to reduce risk and improve efficiency.

Skills

Active Learning

Adaptability

Communication

Critical Thinking

Customer Service

Microsoft Excel

Multitasking

Operational Delivery

Process Improvements

Time Management

Education

Bachelor's degree or equivalent

High school diploma + 3 years experience

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Microsoft Access

Job description

What is the opportunity?

As an Operations Associate II, you will be the dedicated for the Account Transfers team. The primary purpose for this position is to provide processing and customer service support for exception-based complex Operation’s processes. You will review, verify, and record data into technology systems supporting department processes.

Job Description

As an Operations Associate II, you will be the dedicated for the Account Transfers team. The primary purpose for this position is to provide processing and customer service support for exception-based complex Operation’s processes. You will review, verify, and record data into technology systems supporting department processes. If you have exceptional problem solving skills, enjoy fast paced challenging work, and are looking for the next step in your career, we want to hear from you!

What will you do?

• Provide accurate processing support for standardized and/or manual processes within a specific Operations department. Accurately review, verify and/or record data into technology supporting department processes. Understand department procedures and required accountabilities in the area or department in which the incumbent works. Refer to department manuals for instructions and task assignments for the specific role
• 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 by suggesting process changes or modifications as appropriate
• Perform other duties and responsibilities as assigned

What do you need to succeed?

Must-have

• 4-year degree from an accredited university (or equivalent) OR High school diploma (or equivalent) AND 3 years of job-related experience
• Demonstrated ability to learn and adapt to change, strong analytical skills required to support by researching, analyzing and solving problems
• Ability to handle multiple priorities in a fast paced and deadline driven environment with a high attention to detail and ability to maintain confidentiality
• Exceptional interpersonal, verbal and written communication skills, with an ability to work effectively with all levels of staff and management
• Having Microsoft-based software product skills including Word, Excel, Outlook, and Access

Nice-to-have

• 4-year degree from an accredited university in business, finance or related field
• 1+ year business, finance, customer service and/or accounting/bookkeeping experience
• Previous experience in the securities, banking or finance industry preferred

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

The good-faith expected salary range for the above position is $45,000 - $70,000 depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs. This salary range does not include other elements of total compensation, including a discretionary bonus and benefits such as a 401(k) program with company-matching contributions; health, dental, vision, life and disability insurance; and paid time-off plan. RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

• Drives RBC’s high performance culture
• Enables collective achievement of our strategic goals
• Generates sustainable shareholder returns and above market shareholder value

Job Skills

Active Learning, Adaptability, Communication, Critical Thinking, Customer Service, Microsoft Excel, Multitasking, Operational Delivery, Process Improvements, Time Management

Additional Job Details

Address

250 NICOLLET MALL:MINNEAPOLIS

City

Minneapolis

Country

United States of America

Work hours/week

40

Employment Type

Full time

Platform

WEALTH MANAGEMENT

Job Type

Regular

Pay Type

Salaried

Posted Date

2026-09-11

Application Deadline

2026-09-25

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.