Client Onboarding New Accounts Specialist I

RBC • Minneapolis, MN

14d • $50,000 - $80,000

About The Position

What is the opportunity? As an Operations Specialist I, you will be a dedicated resource for the New Accounts team within the Client Onboarding organization. Your ability to adapt, passion for customer service, and extraordinary critical thinking skills will be instrumental in continuing the team’s success. With the New Accounts team, you will have the opportunity to learn and grow new skills, develop your career and do work that matters in an ever-evolving environment. If you have exceptional attention to detail, enjoy fast paced challenging work, and are looking for the next step in your career, we want to hear from you! What will you do? 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 Execute daily department oversight 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 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

Requirements

• 4-year degree from an accredited university (or equivalent) OR High school diploma (or equivalent) AND 3 years of job-related experience
• Exceptional interpersonal, verbal and written communication skills, with an ability to work effectively with all levels of staff and management
• Passion for providing solution-focused customer service via phone and email interactions
• Demonstrated ability to learn new technology, critical thinking 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
• Proficient computer skills in Microsoft-based software products including Word, Excel, Outlook, and Access
• Proficient internet skills

Nice To Haves

• Experience with client onboarding
• Previous experience in the securities, banking or finance industry preferred
• Ability to integrate Excel and Access databases into daily work
• Knowledge on Broadridge is preferred

Responsibilities

• 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
• Execute daily department oversight 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
• 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

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: Entry Level