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Operations Analyst
1 week ago
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Operations Analyst
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Weiss Asset Management LLC Boston, United StatesWeiss Asset Management (WAM), a Boston-based investment firm, is seeking an ambitious Operations Analyst to join our operations team. A successful candidate will have strong reading comprehension and analytical abilities, excellent communication skills, and the capacity to learn ...
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Operations Analyst
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CERES Group Boston, United StatesBoston-based hedge fund manager is seeking an ambitious analyst to join our dynamic operations/accounting team and participate in all aspects of the operations, accounting, and cash management functions at an internationally-focused hedge fund firm that invests in over 50 countri ...
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Financial Operations Analyst
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Portfolio Operations Analyst
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Legal Operations Analyst
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Operations Analyst/Associate
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Portfolio Operations Analyst
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Revenue Operations Analyst
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Transaction Operations Analyst
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Solutions Operations Analyst
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Sales Operations Analyst
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Product Operations Analyst
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Sales Operations Analyst
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Arena Boston, United StatesOur world is transforming, and PTC is leading the way.Our software brings the physical and digital worlds together, enabling companies to improve operations, create better products, and empower people in all aspects of their business. · Our people make all the difference in our ...
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Sales Operations Analyst
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Arena Boston, United StatesOur world is transforming, and PTC is leading the way.Our software brings the physical and digital worlds together, enabling companies to improve operations, create better products, and empower people in all aspects of their business. · Our people make all the difference in our s ...
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Operations Analyst
2 weeks ago
Gresham Hunt Boston, United StatesRole: Operations Analyst Digital Assets · Location: Boston, MA, USA · Type: Permanent Hybrid · Our 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, ...
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Operations Analyst
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CERES Group Boston, United StatesBoston-based hedge fund manager is seeking an ambitious analyst to join our dynamic operations/accounting team and participate in all aspects of the operations, accounting, and cash management functions at an internationally-focused hedge fund firm that invests in over 50 countri ...
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Analyst, Media Business Operations
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Lead Business Operations Analyst
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DivvyCloud Boston, United StatesThe Opportunity · Rapid7 is looking for an exceptional individual to join us as Lead Analyst, Customer Success Operations. Reporting to the Director, Customer Success Operations, a successful candidate will be a growth-minded, analytical and innovative individual that has a demon ...
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Operations Analyst
1 week ago
Gresham Hunt Boston, United StatesRole: Operations Analyst – Digital Assets · Location: Boston, MA, USA · Type: Permanent – Hybrid · Our 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 Bos ...
Client Operations Analyst - Boston, United States - Royal Bank of Canada
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.
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 SkillsActive 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:
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