Operations Associate III - Alternative Investments

RBC • Minneapolis, MN

1d • $45,000 - $70,000

About The Position

Alternative Investments Operations Associate III Opportunity to join the Alternative Investment Operations team as a member of the new Alt investment onboarding and transfer team. This team is dedicated to excellent customer service, bringing new investments onto the RBC Platform and coordinating closely with financial advisors and third party alternative investment funds to transfer clients’ alternative investments to RBC. Alternative investments is a rapidly growing segment of the market. We are looking for dynamic team members who are customer service oriented with a strong attention to detail and organization to join the alts team! What will you do? Act as a primary point of contact for new financial advisors and firms to RBC and utmost SME for alternative investments. Provide exceptional service to field partners assisting with bringing in their book of business from other Broker Dealers and Custodians. Collaborate closely with alternative investment issuers and agents to onboard new alternative investments to the RBC platform. Provide in depth knowledge of the client and field experience, suggesting process improvement and technological enhancements to improve the client and field experience. Reduce risk or increase efficiencies by suggesting process changes and system modifications. Work directly with third party fund companies and transfer agents to process client requests seamlessly and efficiently.

Requirements

• 4-year degree from an accredited university (or equivalent) OR High school diploma (or equivalent) AND 3 years of job-related experience.
• Demonstrated problem identification, analytical and resolution 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.
• Exceptional interpersonal, verbal and written communication skills, with an ability to work effectively with all levels of staff and management.
• Proficient computer skills in Windows-based software products including Word, Excel and Outlook.

Nice To Haves

• 4-year degree from an accredited university in business, finance or related field.
• 3+ years business, finance, customer service and/or accounting/bookkeeping experience.
• Previous experience in the securities or banking industry preferred.
• Ability to integrate Excel and Access databases into daily work.

Responsibilities

• Act as a primary point of contact for new financial advisors and firms to RBC and utmost SME for alternative investments.
• Provide exceptional service to field partners assisting with bringing in their book of business from other Broker Dealers and Custodians.
• Collaborate closely with alternative investment issuers and agents to onboard new alternative investments to the RBC platform.
• Provide in depth knowledge of the client and field experience, suggesting process improvement and technological enhancements to improve the client and field experience.
• Reduce risk or increase efficiencies by suggesting process changes and system modifications.
• Work directly with third party fund companies and transfer agents to process client requests seamlessly and efficiently.

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level