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Company

Original Job Post

RBC · 2 days ago

Client Operations Analyst

Boston, MA

Full-time

Onsite

Mid Level

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BankingFinancial Services

H1B Sponsorship

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Responsibilities

Produce and deliver custom supplemental client reports not provided in the standard reporting package.

Fulfill client and consultant requests for performance, analytics, and accounting data.

Responsible for timely completion of client deliverables, including sub-advisory reporting requirements, client questionnaires, audit requests, and other client certifications.

Responsible for new account setup, including RBC GAM system setup and coordination with internal teams on required items needed to commence trading.

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.

Evaluate and identify opportunities to improve efficiencies in client reporting by working with business partners across the global organization.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Fixed IncomeEquity SecuritiesClient ReportingProject ManagementAsset ManagementComputer SkillsWindowsWordOutlookExcelData AnalysisReasonablenessData InterpretationStatistical AnalysisProblem-SolvingCommunicationTime ManagementOrganizational SkillsDashboard DesignProgrammingClient Relationship ManagementBloombergEagle Investment SystemsSalesforceAdaptability

Required

Bachelor’s Degree

Experience working with fixed income and equity securities or related job experience in client reporting and project management

Previous experience in the asset management business

Strong aptitude and demonstrated proficiency in computer skills in Windows-based software products such as Word, Outlook, and Excel

Ability to assess commonalities in delivering data to clients that aligns with efficiency and reasonableness for client consumption

Ability to effectively communicate internally and externally on report results, data conventions, and other technical topics

Strong time management and organizational skills with the ability to handle multiple projects on an ongoing basis in a fast-paced ever-changing work environment

Ability to integrate statistical data with written content to create responses to client inquiries

Preferred

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

Benefits

Bonuses

Flexible benefits

Competitive compensation

Commissions

Stock options

Company

RBC

Glassdoor

4.0

Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.

Founded in 1869

Toronto, Ontario, CAN

10,001+ employees

https://www.rbc.com

H1B Sponsorship

RBC has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Trends of Total Sponsorships

2023 (3)

2022 (3)

2021 (3)

2020 (2)