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Operations Associate III

2 months ago

Minneapolis, Minnesota, United States RBC Capital Markets, LLC Full time

Job Summary


Job Description


What is the opportunity?

As an Operations Associate III within the Alternative Investments department, you will be a key member of the dynamic team facilitating transactions for our field groups. You will provide processing and customer services support for manual, exception-based and highly specialized processes by communicating and interfacing with third party product companies to facilitate transactions for our clients. Alternative Investments is a dynamic, evolving, and growing part of the industry that offers a unique opportunity to be part of a progressive and dynamic work environment.

If you have exceptional problem solving skills, 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?

  • Receive and process front-end transaction requests from our firms and Financial Advisors on Client Directed Alternative Investment Products
  • Act as a primary point of contact for the field for questions, status update requests, and escalations
  • Review and identification of incoming communications from third parties with ability to discern appropriate actions and follow-up communication
  • Reduce risk or increase efficiencies by suggesting process changes and system modifications to streamline or simplify processes
  • Work with team and manager on initiatives and opportunities to provide excellent customer service

What do you need to succeed?

Must-have

  • Effective problem identification, analytical, and resolution skills along with computer skills in Microsoft-based software products
  • Ability to communicate effectively both verbally and in writing, excellent customer service skills, organizational skills, and superb attention to detail
  • Ability to think and reason critically, high attention to detail, autonomous in handling the given assignment and has high level of accountability

Nice-to-have

  • 4 year degree from an accredited university
  • 3 to 5 years of experience in a finance firm or wealth management environment
  • Strong collaboration and teamwork skills

What's in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care on about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

  • 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 with a hybrid work schedule
  • Opportunities to do challenging work
  • Opportunities to take on progressively greater accountabilities
  • Access to a variety of job opportunities across business

Job Skills

Communication, Computer Literacy, Critical Thinking, Customer Service, Detail-Oriented, Group Problem Solving

Additional Job Details

Address:


250 NICOLLET MALL:MINNEAPOLIS

City:


Minneapolis

Country:


United States of America

Work hours/week:


40

Employment Type:


Full time

Platform:


Wealth Management

Job Type:


Regular

Pay Type:


Salaried

Posted Date:



Application Deadline:



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