Operations Specialist I, New Accounts

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

Benefits offered by this job

Bonuses

Flexible benefits

Stock options

401(k) program

Job summary

RBC in Minneapolis seeks an Operations Specialist I for the New Accounts team within Client Onboarding. You will support research, issue resolution, and information requests, partnering across departments to ensure accurate processing and timely responses.

You will analyze reports, handle escalations, and train junior staff while maintaining strong attention to detail in a fast-paced environment. A strong customer-service mindset and solid MS Office skills are essential.

Qualifications

• 4-year degree or equivalent with 3 years of related experience
• Exceptional interpersonal, verbal and written communication skills
• Passion for providing solution-focused customer service via phone and email
• Demonstrated ability to learn new technology and support escalation resolution
• Ability to handle multiple priorities in a fast-paced, deadline-driven environment with confidentiality
• Proficient computer skills in Microsoft Office including Word, Excel, Outlook, and Access
• Willingness to collaborate with various teams and learn new systems

Responsibilities

• Liaise and provide customer service support for research, problem resolution, or information requests
• Address escalated questions independently following procedures
• Execute daily department oversight to validate system processes
• Run and analyze reports to resolve exceptions with regulatory and firm policy compliance
• Suggest process changes and system modifications; participate in testing/implementation of new systems
• Provide accurate analysis and processing support for complex/exception-based tasks
• Train and mentor less-experienced team members

Skills

Interpersonal skills

Verbal communication

Written communication

Customer service

Attention to detail

Critical thinking

Multitasking

Microsoft Office

Excel

Access

Outlook

Internet skills

Education

4-year degree

High school diploma

3 years of related experience

Tools

Broadridge

Excel

Access

Word

Outlook

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.

Job Description

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.

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
• Proficient internet skills

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

2026-10-21

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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