RBC · 4 days ago
Client Operations Analyst
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BankingFinancial Services
H1B SponsorshipActively Hiring
Insider Connection @RBC
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
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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
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.
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)
Funding
Current Stage
Public CompanyTotal Funding
$3.02B2024-01-25Post Ipo Debt· $953.01M
2023-09-22Post Ipo Debt· $799.79M
2023-07-05Post Ipo Debt· $1.27B
Recent News
Canadian News Wire
2024-06-01
2024-06-01
2024-06-01
Company data provided by crunchbase