Operations Associate III - Alternative Investments

About the role

Join the Alternative Investment Operations team as a member of the new Alt investment onboarding and transfer team. This team focuses on excellent customer service, bringing new investments onto the RBC Platform and coordinating closely with financial advisors and third-party alternative investment funds.

Responsibilities

• Act as a primary point of contact for new financial advisors and firms to RBC and serve as the SME for alternative investments.
• Provide exceptional service to field partners, assisting with bringing in their book of business from other Broker Dealers and Custodians.
• Collaborate closely with alternative investment issuers and agents to onboard new alternative investments to the RBC platform.
• Provide in-depth knowledge of the client and field experience, suggesting process improvements and technological enhancements to improve the client and field experience.
• Reduce risk or increase efficiencies by suggesting process changes and system modifications.
• Work directly with third party fund companies and transfer agents to process client requests seamlessly and efficiently.

Requirements

• Must-have: 4-year degree from an accredited university (or equivalent) OR High school diploma (or equivalent) AND 3 years of job-related experience.
• Demonstrated problem identification, analytical and resolution skills required to support escalated issue resolution and/or oversight requirements associated with exception-based complex processes.
• Exceptional interpersonal, verbal and written communication skills, with an ability to work effectively with all levels of staff and management.
• Proficient computer skills in Windows-based software products including Word, Excel and Outlook.

Nice-to-Have

• 4-year degree from an accredited university in business, finance or related field.
• 3+ years business, finance, customer service and/or accounting/bookkeeping experience.
• Previous experience in the securities or banking industry preferred.
• Ability to integrate Excel and Access databases into daily work.

What's in it for you?

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.
• Leadership who support your development through coaching and managing opportunities.
• Ability to make a difference and lasting impact.
• Flexible work/life balance options.
• Opportunities to do challenging work.
• Opportunities to take on progressively greater accountabilities.

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
• Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
• RBC’s Employment Opportunities: Visit our Talent Community to stay in-the-know about great career opportunities at RBC.