Client Operations Analyst - Boston, United States - Royal Bank of Canada

Royal Bank of Canada

Verified Company

Boston, United States

1 week ago

Posted by:

Mark Lane

beBee recruiter

Description

Job 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.

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 subadvisory 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:

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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