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Client Operations Analyst

2 months ago

Boston, Massachusetts, United States Royal Bank of Canada Full time

Job Summary

Job Description

What is the opportunity?

The Client Operations Analyst position is embedded in the Institutional Operations department within GAM, Global Asset Management. This role separates client-facing administration activities from back-office accounting activities. Primary responsibilities include coordinating institutional client onboarding, production of custom client reporting supplements, completing client requests for information and other various internal support functions.

What will you do?

  • Produce and deliver custom supplemental client reports not provided in our standard reporting package.
  • Fulfill client and consultant requests for performance, analytics and accounting data.
  • Responsible for the 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. Accountable for quality and accuracy of new account setup and inventory of required documentation.
  • 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.

What do you need to succeed?

Must-have

  • 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 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.

Nice-to-have

  • 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.

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

Job Skills

Active Learning, Adaptability, Business Appraisals, Client Reporting, Critical Thinking, Customer Service, Decision Making, Detail-Oriented, Effectiveness Measurement, Operational Delivery, Process Improvements, Undergraduate Education

Additional Job Details

Address:

225 FRANKLIN STREET:BOSTON

City:

Boston

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:

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
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We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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