- 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.
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- 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.
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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. Applies complete knowledge, skills, and practices to perform assignments.Job Description
Job Skills
Active Learning, Adaptability, Business Appraisals, Client Reporting, Critical Thinking, Customer Service, Decision Making, Detail-Oriented, Effectiveness Measurement, Operational Delivery, Process Improvements, Undergraduate EducationAdditional Job Details
Address:
225 FRANKLIN STREET:BOSTONCity:
BostonCountry:
United States of AmericaWork hours/week:
40Employment Type:
Full timePlatform:
Wealth ManagementJob Type:
RegularPay Type:
SalariedPosted Date:
Application Deadline:
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