Financial Operations Specialist

6 days ago


Bettendorf, Iowa, United States Royal Bank of Canada Full time
About Us">

Royal Bank of Canada is dedicated to empowering our clients and communities through trusted advice and innovative solutions. As a Senior Client Associate/Senior Registered Client Associate, you will be part of a high-performing team that prioritizes client satisfaction, operational excellence, and continuous learning.


Salary Range">

The estimated annual salary for this position is between $62,500 and $78,000, depending on your location and level of experience.


Job Summary">

This role involves providing top-notch administrative and operational support to our financial advisors, enabling them to deliver exceptional client experiences. You will be responsible for handling account inquiries, resolving issues, and maintaining accurate records, all while upholding regulatory standards.


Main Responsibilities:">
  • ">
  • Develop and nurture long-term relationships with clients, addressing their questions and concerns.">
  • Take initiative to address account-related problems and escalate critical situations to financial advisors when necessary.">
  • Maintain compliance by obtaining and retaining essential account documents and informing clients about missing items.">
  • Process transactions efficiently, including transferring funds, executing trades, issuing checks, sending wires, and managing ACHs.">
">
Essential Qualifications:">

To succeed in this position, you will require:


  • ">
  • A bachelor's degree or equivalent work experience.">
  • Excellent interpersonal and communication skills, both written and verbal.">
  • A keen eye for detail combined with a proactive attitude focused on streamlining advisor workflows.">
  • Series 7 and 66 licenses (or a willingness to acquire them within 12 months) and the ability to adapt to an ever-changing business environment.">


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