Operations Associate III - Investment Advisor Operations

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

Benefits offered by this job

Bonuses

Stock options

Flexible benefits

Job summary

RBC is hiring an Operations Associate III in Minneapolis to manage account administration for client advisory accounts, including setup, billing, and updates. You will partner with Financial Advisors and branch staff to ensure timely and accurate processing.

The role emphasizes quality customer service, attention to detail, and teamwork in a deadline-driven environment. Strong communication and problem-solving skills are essential.

Qualifications

• 4-year degree or equivalent OR 2+ years of related experience.
• Proficient with Microsoft Office products.
• Strong communication, multitasking, and attention to detail.

Responsibilities

• Establish, maintain, bill, and close accounts accurately within SLA.
• Serve as primary contact for branch staff and third parties regarding advisory accounts.
• Explain billing processes, verify charges, and ensure proper payments to advisors.

Skills

Active Learning

Billing

Communication

Critical Thinking

Problem Solving

Curious Mindset

Customer Service

Detail-Oriented

Multitasking

Process Improvements

Processing

Telephone Customer Service

Time Management

Education

4-year degree or equivalent

High school diploma or equivalent

Tools

Microsoft Office

Job description

What is the opportunity?

As an Operations Associate III in the Investment Advisor Operations team, you will be responsible for processing a variety of requests relating to client advisory accounts. Account administration includes new account setup, terminations, fee billing, customer service, and general updates to client advisory accounts. In this fast-paced and deadline driven environment, you will be dedicated to quality work by providing superior customer service and partnering with others in a team environment to deliver results in a timely manner.

What will you do?

• Accurately establish, maintain, bill, and close assigned accounts in a timely manner, ensuring all department service levels are observed. Processing activities are thoroughly documented and proper documentation is received from branch offices. Ensure processing is within regulatory and firm guidelines for advisory accounts.
• Provide quality customer service to branch office personnel, correspondents and third party money managers as primary contact for all questions concerning advisory accounts. Provide detailed, accurate and timely communications to ensure the Financial Advisor or Client Associate has a reasonable understanding of the operational status of an account.
• Assist supervisor with activities surrounding periodic account billing. Be able to explain all aspects of billing, verify when charges occur, ensure investment advisors and referral partners are paid properly, print invoices as necessary.
• Research and resolve issues, errors or billing discrepancies in a timely manner. Respond to Financial Advisor and/or other affected parties within 24 hours of notification of error.
• Assist other team members with opening, billing and closing accounts as volumes warrant.
• 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 2+ years of job-related experience
• Effective problem identification, multitasking, and resolution skills along with proficient computer skills in Microsoft-based software products
• Ability to communicate effectively both verbally and in writing, excellent customer service skills, organizational skills, and superb attention to detail
• Ability to handle multiple priorities in a fast-paced and deadline driven environment

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

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
• 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, Billing, Communication, Critical Thinking Problem Solving (Inactive), Curious Mindset, Customer Service, Detail-Oriented, Multitasking, Process Improvements, Processing, Telephone Customer Service, 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: 2026-08-07

Application Deadline: 2026-11-27

Note:

Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

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.

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RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.