Operations Associate III - Mutual Funds

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

Benefits offered by this job

Bonus potential

Flexible benefits

Stock options where applicable

Job summary

RBC Capital Markets, LLC in Minneapolis seeks an Operations Associate III on the Mutual Funds team to help ensure timely processing of mutual fund business and superior client service by phone and email. You will also provide accurate data handling and adhere to department procedures while supporting branch offices and financial advisors.

In this role you will review information, follow established processes, and collaborate with multiple stakeholders, balancing priorities in a fast-paced

Qualifications

• 4-year degree or equivalent, or HS diploma with 2 years related experience.
• Ability to handle multiple priorities in a fast-paced, deadline-driven environment with high attention to detail and confidentiality.
• Ability to think critically, process complex work, investigate and inquire.

Responsibilities

• Research, respond to, and follow up on questions from other Operations departments, branch offices, Mutual Fund companies, and management staff.
• Accurately review, verify, and/or record data into technology supporting department processes.
• Provide routine follow up to check on the status of the mutual funds business from various Mutual Funds companies.
• Reduce risk by suggesting process changes and modifications as appropriate.
• Act as a resource for other Operations team members.

Skills

Active Learning

Communication

Critical Thinking

Customer Service

Operational Delivery

Process Improvements

Time Management

Education

Bachelor's degree

High school diploma + 2 years experience

Tools

Microsoft Office

Job description

Job Description

As an Operations Associate III in the Mutual Funds team, you will work directly with Mutual Fund companies and Financial Advisors to ensure Mutual Fund business is processed in a timely manner. You will also provide superior customer service via phone, email and other systems while processing paperwork without errors.

If you have exceptional attention to detail, enjoy fast paced challenging work and are looking for the next opportunity, we want to hear from you!

What is the opportunity?

As an Operations Associate III in the Mutual Funds team, you will work directly with Mutual Fund companies and Financial Advisors to ensure Mutual Fund business is processed in a timely manner. You will also provide superior customer service via phone, email and other systems while processing paperwork without errors.

If you have exceptional attention to detail, enjoy fast paced challenging work and are looking for the next opportunity, we want to hear from you!

What will you do?

• Research, respond to, and follow up as required to questions from other Operations departments, branch offices, Mutual Fund companies, and management staff
• Accurately review, verify, and/or record data into technology supporting department processes. Understand department procedures, processes and required accountabilities in the area or department in which the incumbent works. Refers to department manuals for instructions and task assignments for the specific role
• Provide routine follow up to check on status of the mutual funds business from varying Mutual Funds companies
• Reduce risk by suggesting process changes and modifications as appropriate
• Act as a resource for other Operation's team members

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
• Ability to handle multiple priorities in a fast paced and deadline driven environment with a high attention to detail and ability to maintain confidentiality
• Ability to think critically, process complex work, investigate and inquire
• Strong PC skills with knowledge of the Microsoft Office package
• Excellent customer service and telephone skills

Nice-to-have

• Previous experience balancing/reconciling accounts
• Brokerage back office operations experience
• Ability to integrate Excel and Access databases into daily work

What's in it for you?

• 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 $50,000 - $80,000 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, Communication, Critical Thinking, Customer Service, 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

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

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.