RBC · 11 hours ago
Onboarding Specialist - Transition Services
Minneapolis, Minnesota, United States of America
Full-time
Onsite
Mid Level
$55K/yr - $95K/yr
3+ years expRBC is a leading global bank, and they are seeking an Operations Onboarding Specialist to support the Clearing & Custody and Advisory Services business. The role involves providing project support, creating documentation, analyzing processes, and ensuring a seamless conversion process for clients.
BankingFinancial ServicesWealth Management
Responsibilities
Create documentation and complete processes required to support conversion assignments, which includes but is not limited to, conversion processing agreements with other broker-dealers, detailed project plans and timelines, negative response client letter mailings, data scrubbing and validation through Access, Excel, and/or Business Objects, status reports on conversions in progress, required regulatory notifications, and coordinating the work required of IT and Broadridge personnel
Analyze daily department activities to validate system processes are executing as designed. Run and analyze reports as required to resolve exceptions ensuring adherence to all regulatory and firm policy requirements
Liaise and provide customer service support for individuals requiring research, problem resolution, or securing information from other Operation’s departments, RBC Business Units, external customers or industry participants. Address escalated questions independently; seeking assistance from Manager as appropriate following established department procedures
Reduce risk or increase efficiencies by suggesting process changes and system modifications. Participate in testing and implementation of new systems and processes as required
Provide accurate analysis and processing support for manual, exception-based, complex, and/or highly specialized processes within a specific Operation’s department. Accurately review, verify, and/or record data into technology supporting department processes
Train and act as a resource for less experienced Operation’s team members
Perform other duties and responsibilities as assigned
Qualification
Required
4-year degree from an accredited university (or equivalent) OR High school diploma (or equivalent) AND 3 years of job-related experience
Effective problem identification, analytical, and resolution skills along with an ability to gather and analyze relevant information clearly and effectively. Ability to follow directions and handle multiple priorities in a fast-paced and deadline driven environment
Ability to communicate effectively both verbally and in writing, excellent customer service skills, organizational skills, and superb attention to detail
Proficient computer skills in Windows-based software products with an emphasis on Microsoft Access and Excel
Preferred
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
Benefits
Comprehensive Total Rewards Program including bonuses and flexible benefits
Competitive compensation
Commissions
Stock where applicable
401(k) program with company-matching contributions
Health, dental, vision, life and disability insurance
Paid time-off plan
Company
RBC
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.
10001+ employees
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
Represents job field similar to this job
Trends of Total Sponsorships
2025 (29)
2024 (17)
2023 (3)
2022 (4)
2021 (1)
2020 (2)
Funding
Current Stage
Public CompanyTotal Funding
$16.3B2025-10-30Post Ipo Debt· $5B
2025-09-15Post Ipo Debt· $1.35B
2025-07-10Post Ipo Debt· $177.74M
Leadership Team
Graeme Hepworth
Chief Risk Officer
Kelly Bradley
Chief Human Resources Officer
Recent News
Private Capital Journal
2026-01-09
2026-01-08
Company data provided by crunchbase