Operations Specialist I, New Accounts

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

Job Description

What is the opportunity?

As an Operations Specialist I, you will be a dedicated resource for the New Accounts team within the Client Onboarding organization. Your ability to adapt, passion for customer service, and extraordinary critical thinking skills will be instrumental in continuing the team's success. With the New Accounts team, you will have the opportunity to learn and grow new skills, develop your career and do work that matters in an ever-evolving environment.

If you have exceptional attention to detail, 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?

• 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 and Manager as appropriate following established department procedures.
• Execute daily department oversight activities to validate system processes are executing as designed.
• Run and analyze reports as required to resolve exceptions ensuring adherence to all regulatory and firm policy requirements.
• Reduce risk or increase efficiencies by suggesting process changes and system modifications. Participate in testing and implementation of new systems and processes as required.
• Provide accurate analysis and processing support for manual, exception-based, complex, and/or highly specialized processes within a specific Operation's department. Accurately review, verify, and/or record data into technology supporting department processes
• Train and act as a resource for less experienced Operation's team members.
• Proficient internet skills

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
• Exceptional interpersonal, verbal and written communication skills, with an ability to work effectively with all levels of staff and management
• Passion for providing solution-focused customer service via phone and email interactions
• Demonstrated ability to learn new technology, critical thinking skills required to support escalated issue resolution and/or oversight requirements associated with exception-based complex processes
• Ability to handle multiple priorities in a fast paced and deadline driven environment with a high attention to detail and ability to maintain confidentiality
• Proficient computer skills in Microsoft-based software products including Word, Excel, Outlook, and Access

Nice-to-have

• Experience with client onboarding
• Previous experience in the securities, banking or finance industry preferred
• Ability to integrate Excel and Access databases into daily work
• Knowledge on Broadridge is 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 $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

Communication, Critical Thinking, Detail-Oriented, Microsoft Office, Prioritization

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: 2026-09-03

Application Deadline: 2026-09-17

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.