Client Operations Analyst
4 weeks ago
Provides analysis for implementation and improvement of processes, workflow, project management methods, computer systems and other tools to support insurance policy administration and customer service. Applies complete knowledge, skills, and practices to perform assignments.
Job Description
- 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.
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:
2024-05-09
Application Deadline:
2024-06-07
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.
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.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
-
Boston, United States Harbourvest Full timeJob Description Summary For over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our clients and investing partners. As our global firm grows, we continue to add individuals who seek a collaborative, open-door culture that values diversity and innovative...
-
Business Solutions Analyst, Client Operations
1 month ago
Boston, United States Harbourvest Full timeJob Description Summary For over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our clients and investing partners. As our global firm grows, we continue to add individuals who seek a collaborative, open-door culture that values diversity and innovative...
-
Client Operations Analyst
2 weeks ago
Boston, United States Royal Bank of Canada Full timeJob Summary Provides analysis for implementation and improvement of processes, workflow, project management methods, computer systems and other tools to support insurance policy administration and customer service. Applies complete knowledge, skills, and practices to perform assignments. Job Description * Produce and deliver custom supplemental client...
-
Client Operations Analyst
2 days ago
Boston, United States Royal Bank of Canada Full timeJob Summary Provides analysis for implementation and improvement of processes, workflow, project management methods, computer systems and other tools to support insurance policy administration and customer service. Applies complete knowledge, skills, and practices to perform assignments. Job Description * Produce and deliver custom supplemental client...
-
Business Analyst
1 month ago
Boston, United States Ceres Group Full timeWhy join the firm: * Inclusive workplace and diverse background of employees * Growth and development opportunities * Entrepreneurial industry-leading company with a purposeful mission * Flexible work arrangements, competitive compensation and benefits * Collaborative approach, innovative and culture of integrity * Ambitious organization who strives for...
-
Client Operations Analyst
4 weeks ago
Boston, Massachusetts, United States Royal Bank of Canada Full timeJob SummaryProvides analysis for implementation and improvement of processes, workflow, project management methods, computer systems and other tools to support insurance policy administration and customer service. Applies complete knowledge, skills, and practices to perform assignments.Job DescriptionProduce and deliver custom supplemental client reports not...
-
Client Operations Analyst
2 days ago
Boston, Massachusetts, United States Royal Bank of Canada Full timeJob SummaryProvides analysis for implementation and improvement of processes, workflow, project management methods, computer systems and other tools to support insurance policy administration and customer service. Applies complete knowledge, skills, and practices to perform assignments.Job DescriptionProduce and deliver custom supplemental client reports not...
-
Senior Operations Analyst
3 weeks ago
Boston, United States Gresham Hunt Full timeRole: Operations Solutions Analyst – Investment OperationsLocation: Boston, MA, USAType: Permanent – HybridOur Client, a global alternative investments manager, is looking to hire a technically strong analyst to take on a broad mandate covering new fund implementation. Located in Boston, MA, this role will sit across all new fund launches, supporting the...
-
Senior Operations Analyst
1 month ago
Boston, United States Gresham Hunt Full timeRole: Operations Solutions Analyst – Investment OperationsLocation: Boston, MA, USAType: Permanent – HybridOur Client, a global alternative investments manager, is looking to hire a technically strong analyst to take on a broad mandate covering new fund implementation. Located in Boston, MA, this role will sit across all new fund launches, supporting the...
-
Financial Analyst, Client Support
1 month ago
Boston, United States Goodwin Procter Boston Full timeFinancial Analyst, Client Support page is loaded Financial Analyst, Client Support Apply locations Boston time type Full time posted on Posted 4 Days Ago job requisition id R02602 Make an impact at Goodwin , where we partner with our clients to practice law with integrity, ingenuity, agility and ambition. We are in the business of building authentic,...
-
Financial Analyst, Client Support
2 days ago
Boston, United States Goodwin Procter Boston Full timeFinancial Analyst, Client Support page is loaded Financial Analyst, Client Support Apply locations Boston time type Full time posted on Posted 4 Days Ago job requisition id R02602 Make an impact at Goodwin , where we partner with our clients to practice law with integrity, ingenuity, agility and ambition. We are in the business of building authentic,...
-
Network Operations Center Analyst
3 weeks ago
Boston, United States SeaHill Consulting Group Full timeNetwork Operations Center Analyst (Spec - Technical Cust Svc) The Network Operations Center Analyst will support the Global Client Support Center team onsite in Oakton, VA. The selected candidate must be flexible and willing to work a scheduled shift in a 24/7/365 operational support environment. This may include off-shifts, nights and weekends. In addition,...
-
Network Operations Center Analyst
2 days ago
Boston, United States SeaHill Consulting Group Full timeNetwork Operations Center Analyst (Spec - Technical Cust Svc) The Network Operations Center Analyst will support the Global Client Support Center team onsite in Oakton, VA. The selected candidate must be flexible and willing to work a scheduled shift in a 24/7/365 operational support environment. This may include off-shifts, nights and weekends. In addition,...
-
Senior Analyst, Media Business Operations
1 week ago
Boston, United States Digitas Full timeJob Description Job Description Company Description Digitas is the Networked Experience Agency, built on the vision that we create magnetic experiences that earn the right for brands to exist in human networks. Today, and tomorrow. We deliver Networked Experiences by leveraging comprehensive data, technology, creative, media and strategy capabilities....
-
Senior Analyst, Media Business Operations
1 week ago
Boston, United States Digitas Full timeJob DescriptionJob DescriptionCompany DescriptionDigitas is the Networked Experience Agency, built on the vision that we create magnetic experiences that earn the right for brands to exist in human networks. Today, and tomorrow. We deliver Networked Experiences by leveraging comprehensive data, technology, creative, media and strategy capabilities. Digitas...
-
Senior Analyst, Media Business Operations
2 days ago
Boston, United States Digitas Full timeJob DescriptionJob DescriptionCompany DescriptionDigitas is the Networked Experience Agency, built on the vision that we create magnetic experiences that earn the right for brands to exist in human networks. Today, and tomorrow. We deliver Networked Experiences by leveraging comprehensive data, technology, creative, media and strategy capabilities. Digitas...
-
Operations Analyst
3 weeks ago
Boston, United States Gresham Hunt Full timeRole: Operations Analyst – Digital AssetsLocation: Boston, MA, USAType: Permanent – HybridOur Client, a global alternative investments manager, is looking to hire an ambitious operations professional to join their new crypto and digital assets business. Located in Boston, MA, this role will cover the end-to-end post execution responsibilities for all...
-
Operations Analyst
2 weeks ago
Boston, United States Gresham Hunt Full timeRole: Operations Analyst – Digital AssetsLocation: Boston, MA, USAType: Permanent – HybridOur Client, a global alternative investments manager, is looking to hire an ambitious operations professional to join their new crypto and digital assets business. Located in Boston, MA, this role will cover the end-to-end post execution responsibilities for all...
-
Operations Analyst
1 month ago
Boston, United States Gresham Hunt Full timeRole: Operations Analyst – Digital AssetsLocation: Boston, MA, USAType: Permanent – HybridOur Client, a global alternative investments manager, is looking to hire an ambitious operations professional to join their new crypto and digital assets business. Located in Boston, MA, this role will cover the end-to-end post execution responsibilities for all...
-
Operations Analyst
2 weeks ago
Boston, United States Wellist Full timeWellist is seeking an Operations Analyst reporting into our Head of Directory Operations based in Boston.The Operations Analyst will play a pivotal role in scaling one of Wellist’s most valuable assets – the resource directory. The directory makes life easier for employees, patients, and their families. You will excel at organizing unstructured data,...