2026 Investor Services, Fall Client Operations (4-16 months)

Royal Bank of Canada•Dartmouth, NS

11d

About The Position

At RBC Investor Services (IS), students from a variety of academic backgrounds have the opportunity to engage in a fast-paced environment with a world-class reputation. For more than 125 years, RBC Investor Services has delivered asset servicing solutions to Canadian asset managers and asset owners, investment counsellors and other financial institutions. Part of Royal Bank of Canada, the country’s largest bank and one of the top 10 globally based on market capitalization, our focus is on safeguarding the assets of our clients and supporting their growth. What is the opportunity? We are seeking fall co-ops across several Client Operations teams (including but not limited to the following: Fund Accounting, Shareholder Services, Transaction Management, Client Reporting, Risk and Investment Analytics, etc.) Through on-the-job activities, as well as playing a role in projects/initiatives, the candidate will gain greater insight into various business units within Client Operations and how those teams support the overall RBC Investor Services vision.

Requirements

Proficiency with computer applications, such as Microsoft Word, Excel, spreadsheet/financial accounting skills
High level of time management and organization skills
Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients
Exceptional verbal and written communication skills

Nice To Haves

Previous experience in a business environment
Knowledge in financial services
Ability to Interpret IRS codes

Responsibilities

Distribution of Fund Fact Sheet, and maturity notices to dealers
Setup and maintenance of dealers on the record keeping system within SLA
Review daily new salesperson reporting and email inquiries and ensure that information is entered into the System within the SLA.
Support periodic initiatives requiring collection or updates of client data (i.e. annual tax documentation renewals)
Upon request, analyze and resolve basic client issues, escalating complex cases as needed
Contribute to process improvements by identifying opportunities for efficiency and effectiveness
Develop familiarity with processes, systems, inputs, deliverables etc. during rotations through different teams and perform assigned tasks
Update and maintain data in various client management systems
Assist with internal audits, key control reviews and testing
Assist in reviewing monthly/annually the IRS tax forms W9/W8, withholding statements and other documents for the purpose of US Chapter 3 compliance and US Tax (1042-S, 1042, 1099) annual reporting
Ensure FATCA/CRS/QI compliance where client onboarding process and data management are conducted locally.
Ensure daily/monthly FATCA/CRS/QI operational monitoring and updates

Benefits

As a global leader in asset servicing, you will be joining a high-performance team with the opportunity to have an impact, share ideas and be heard
Routine learning opportunities and on-the-job coaching and mentorship
Immersion in a professional, accomplished, progressive team
Exposure to senior leadership across the organization

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