Wealth Operations & Client Services Associate

Royal Bank of Canada; Seattle (WA); On-site; USD 44,000 - 66,000; Full time

Job summary

Royal Bank of Canada Wealth Management in Seattle is seeking a Complex Operations Associate to help complex branch offices run efficiently. You will handle cashiering duties and ensure accuracy of client transactions, while collaborating with branch personnel to support daily operations and customer service.

The role offers training, development, and opportunities to grow within a global financial institution.

Qualifications

• 1+ years general office experience.
• Excellent computer skills (including Microsoft Office).
• Strong interpersonal, organizational and verbal and written communication skills and attention to detail.
• Ability to manage multiple demands and competing priorities in a fast-paced environment.

Responsibilities

• Accurately record all checks, securities and coupons received from clients and ensure they are credited to the proper accounts; transmit checks to Minneapolis daily and notify Financial Advisor/Client Associate of all checks received.
• Enter all syndicate tickets promptly and ensure they are completed properly with required documentation and approvals.
• Facilitate timely correction of trade-related errors by following cancellation and rebilling processes in compliance with policies.
• Perform general office responsibilities including opening and distributing mail, stamping outgoing mail, and maintaining correspondence as required by RBC.

Skills

General office experience

Microsoft Office

Interpersonal communication

Education

Associate's degree

Bachelor's degree

Job description

Royal Bank of Canada Wealth Management in Seattle is seeking a Complex Operations Associate to help complex branch offices run efficiently. You will handle cashiering duties and ensure accuracy of client transactions, while collaborating with branch personnel to support daily operations and customer service.

The role offers training, development, and opportunities to grow within a global financial institution.