Sr. Client Operations Analyst

RBC•Minneapolis, MN

2d•$55,000 - $95,000

About The Position

The Senior Client Operations Analyst position for RBC US Global Asset Management is embedded in our Institutional Client Operations department. This role separates client-facing administration activities from back-office accounting activities. Primary responsibilities include working with our sales and other internal departments to coordinate and execute institutional client onboarding, ensuring a seamless client experience. Additionally, the role will be responsible for producing of custom client reporting supplements, completing client requests for information, and other internal support functions.

Requirements

3-5 years’ experience working within financial services and investments, preferably with prior experience in client onboarding, reporting, and project management
Ability to work independently and with a strong attention to detail
Effective problem solver with strong analytical and resolution skills
Strong aptitude and demonstrated proficiency in in computer skills in Windows-based software products such as Word, Outlook, and Excel
Ability to integrate statistical data with written content to create responses to client inquiries

Nice To Haves

Bachelor’s degree in finance, business or related field
Previous experience in the asset management business
Demonstrated skills, or willingness to learn programing to analyze and filter data sets, through tools such as Tableau or SQL and mining data from Salesforce.
Ability to design, or willingness to learn how to program dashboards that highlight trends and measure client metrics
Bloomberg, Eagle Investment Systems, Salesforce, or other client relationship management software experience

Responsibilities

Coordinate institutional client onboarding for domestic and global strategies for separate account and private fund vehicles
Responsible for new account setup, including RBC GAM system setup and coordination with internal teams on required items needed to commence trading.
Accountable for quality and accuracy of new account setup and inventory of required documentation
Produce and deliver custom supplemental client reports not provided in our standard reporting package
Working with fixed income investment team to load and reconcile securities for the Access Capital and Impact strategies to internal systems
Fulfill client and consultant requests for performance, analytics and accounting data
Responsible for the timely completion of client deliverables, including sub-advisory reporting requirements, client questionnaires, audit requests, and other client certifications
Administer the client portal and respond to client inquiries related to the portal
Work with compliance to deliver required client mailings; such as ADVs, ERISA disclosures and audited financial statements
Collaborate across teams globally to resolve client issues, questions and concerns
Maintain and organize client records to comply with record retention requirements
Evaluate and identify opportunities to improve efficiencies in client reporting by working with business partners across the global organization

Benefits

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 include competitive compensation and flexible benefits, such as 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off.
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.
Opportunities to do challenging work.
Opportunities to build close relationships with clients.
The expected salary range for this particular position is $55,000-$95,000, depending on your experience, skills, and registration status, market conditions and business needs.
You have the potential to earn more through RBC’s discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.
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