Job Summary Job Description What is the opportunity? As an Operations Associate II in the Investment Advisor Operations team, you will be responsible for processing a variety of forms related to client advisory accounts. The processing tasks will include new account setup, terminations, fee billing, and general updates to client advisory accounts. In this fast-paced and deadline driven environment, your collaborative nature will help the team deliver results in a timely manner and your superior customer service skills will shine. If you have a high attention to detail, enjoy challenging work, and are looking for the next step in your career, we want to hear from you! 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. Ensure processing is within regulatory and firm guidelines for advisory accounts Provide quality customer service to branch office personnel, correspondents and third party money managers as primary contact for all questions concerning advisory accounts. Provide detailed, accurate and timely communications to ensure the Financial Advisor or Client Associate has a reasonable understanding of the operational status of an account Assist supervisor with activities surrounding periodic account billing. Be able to explain all aspects of billing, verify when charges occur, ensure investment advisors and referral partners are paid properly, print invoices as necessary Research and resolve issues, errors or billing discrepancies in a timely manner. Respond to Financial Advisor and/or other affected parties within 24 hours of notification of error 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, analytical, and resolution skills along with proficient computer skills in Microsoft-based software products Ability to communicate effectively both verbally and in writing, excellent customer service skills, organizational skills, and superb attention to detail Ability to handle multiple priorities in a fast-paced and deadline driven environment Nice-to-have 4-year degree from an accredited university in business, finance or related field 1+ year business, finance, customer service and/or accounting/bookkeeping experience 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 WMUS Job Skills Analyze Information, Billing, Communication, Customer Service, Information Organization, Processing 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: 2023-12-20 Application Deadlin : 2024-03-08 Inclusion and Equal Opportunity Employment At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities. We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at . RBC is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status or any other legally-protected factors.