RBC
Operations Associate III - Investment Advisor Operations
RBC, Minneapolis, Minnesota, United States, 55400
Operations Associate III - Investment Advisor Operations
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, deadline‑driven environment, you will provide superior customer service and partner with others 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, within regulatory and firm guidelines for advisory accounts.
Provide quality customer service to branch office personnel, correspondents and third‑party money managers as the primary contact for all questions concerning advisory accounts. Communicate detailed, accurate and timely updates to ensure the Financial Advisor or Client Associate understands the operational status of an account.
Assist supervisor with periodic account billing activities; explain all aspects of billing, verify when charges occur, ensure investment advisors and referral partners are paid properly, and print invoices as necessary.
Research and resolve issues, errors or billing discrepancies in a timely manner, responding to affected parties within 24 hours of notification.
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.
Excellent verbal and written communication, superb attention to detail, organizational skills and customer‑service orientation.
Ability to handle multiple priorities in a fast‑paced, deadline‑driven environment.
Nice‑to‑have
4‑year degree in business, finance or related field.
1+ year experience in business, finance, customer service and/or accounting/bookkeeping.
What’s in it for you?
A comprehensive Total Rewards Program including bonuses, flexible benefits, competitive compensation, commissions, and stock where applicable.
Leaders who support your development through coaching and management opportunities.
Ability to make a difference and lasting impact.
Work in a dynamic, collaborative, progressive, and high‑performing team.
Opportunities to do challenging work and take on progressively greater accountabilities.
Access to a variety of job opportunities across the business.
Salary Range
$40,000 – $65,000 (excluding bonus and benefits). Other compensation includes discretionary bonuses, 401(k) with company match, health/dental/vision/life/disability insurance, and paid time‑off.
Job Skills
Active Learning, Billing, Communication, Critical Thinking, Problem Solving, Curious Mindset, Customer Service, Detail‑Oriented, Multitasking, Process Improvements, Processing, Telephone Customer Service, Time Management.
Additional Job Details
Address: 250 Nicollat Mall, Minneapolis, MN, USA Work hours/week: 40 Employment Type: Full time Platform: Wealth Management Job Type: Regular Pay Type: Salaried Posted Date: 2026-01-08 Application Deadline: 2026-01-29 Applications will be accepted until 11:59 PM on the day prior to the application deadline date mentioned above.
Inclusion and Equal Opportunity Employment
At RBC, we believe an inclusive workplace that values diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. We maintain a workplace where employees feel supported to perform at their best, collaborate effectively, drive innovation and grow professionally, creating value for our clients and communities.
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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, deadline‑driven environment, you will provide superior customer service and partner with others 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, within regulatory and firm guidelines for advisory accounts.
Provide quality customer service to branch office personnel, correspondents and third‑party money managers as the primary contact for all questions concerning advisory accounts. Communicate detailed, accurate and timely updates to ensure the Financial Advisor or Client Associate understands the operational status of an account.
Assist supervisor with periodic account billing activities; explain all aspects of billing, verify when charges occur, ensure investment advisors and referral partners are paid properly, and print invoices as necessary.
Research and resolve issues, errors or billing discrepancies in a timely manner, responding to affected parties within 24 hours of notification.
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.
Excellent verbal and written communication, superb attention to detail, organizational skills and customer‑service orientation.
Ability to handle multiple priorities in a fast‑paced, deadline‑driven environment.
Nice‑to‑have
4‑year degree in business, finance or related field.
1+ year experience in business, finance, customer service and/or accounting/bookkeeping.
What’s in it for you?
A comprehensive Total Rewards Program including bonuses, flexible benefits, competitive compensation, commissions, and stock where applicable.
Leaders who support your development through coaching and management opportunities.
Ability to make a difference and lasting impact.
Work in a dynamic, collaborative, progressive, and high‑performing team.
Opportunities to do challenging work and take on progressively greater accountabilities.
Access to a variety of job opportunities across the business.
Salary Range
$40,000 – $65,000 (excluding bonus and benefits). Other compensation includes discretionary bonuses, 401(k) with company match, health/dental/vision/life/disability insurance, and paid time‑off.
Job Skills
Active Learning, Billing, Communication, Critical Thinking, Problem Solving, Curious Mindset, Customer Service, Detail‑Oriented, Multitasking, Process Improvements, Processing, Telephone Customer Service, Time Management.
Additional Job Details
Address: 250 Nicollat Mall, Minneapolis, MN, USA Work hours/week: 40 Employment Type: Full time Platform: Wealth Management Job Type: Regular Pay Type: Salaried Posted Date: 2026-01-08 Application Deadline: 2026-01-29 Applications will be accepted until 11:59 PM on the day prior to the application deadline date mentioned above.
Inclusion and Equal Opportunity Employment
At RBC, we believe an inclusive workplace that values diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. We maintain a workplace where employees feel supported to perform at their best, collaborate effectively, drive innovation and grow professionally, creating value for our clients and communities.
#J-18808-Ljbffr