Rbc
AccountOpening,Modification,andDocumentationAssociate
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Account Opening, Modification, and Documentation Associate at Rbc. Skills: process management, cross-functional coordination, vendor/stakeholder management, operational metrics, resource planning, continuous improvement, relationship management, analytical skills, communication, problem resolution. central point of contact and relationship manager to the RBC Dominion Securities (DS) front office personnel as it pertains to operations matters. point of escalation for service quality, problem reso”
Industry & Context.
problem resolution; research inquiries; investigate issues; resolve concerns; analyze root cause; recommend solutions/action plan
What They're Looking For.
Must Have
Bilingualism (English and French) required, Undergraduate degree in Business Administration, Commerce, Science or Arts, Exceptional relationship management and analytical skills, Ability to communicate and partner effectively with front office professionals (Investment Advisors, Associates, Branch Operations Managers, and Branch Managers) to research and resolve operations related matters, Broad knowledge of Wealth Management Operations’ processes and products (New Accounts/Documentation, Account Transfers, Mutual Funds, QI/FATCA, Fees, Corporate Actions, Dividends/Interest processing, Payments, RESP, etc.), foundation in RBC Wealth Management’s operational systems, such as Broadridge BTS, ServiceLink, ClientSource, ClientLink, etc., understanding of the operations value chain, from new client onboarding to asset transfer-in, trade execution, asset servicing, and client reporting
Nice to Have
Intermediate to advanced proficiency with Microsoft Access, Excel, and PowerPoint, ability to work independently and adhere to committed deliverables in a fast-paced, dynamic work environment, Ability to present information and data in a structured manner to stakeholders of varying seniority levels across the organization
What You'll Do.
central point of contact and relationship manager to the RBC Dominion Securities (DS) front office personnel as it pertains to operations matters
point of escalation for service quality
operational inquiries
and issues/opportunities management
liaise with the various operations processing centers-of-excellence to research and investigate inquiries and issues
and champion business requests to ensure a seamless operations service experience
Champion service quality awareness and continuous improvement of operational matters for the DS business
Subject Matter Expert for service escalation and problem resolution
Advocate for Service Level Agreement (SLA) performance and delivery
Proactively identify and monitor group service quality performance gaps/trends against established SLA standards
Analyze root cause and recommend solutions/action plan
Provide advice and counsel for service quality efficiency
and client care opportunities
Support the implementation of change process of business strategies
evolving interdependencies related to service quality
and related initiatives with field impact or specific to the group
Develop and enhance relationships with service partners (DS offices and various departments across Canadian Operations) to enhance interdependency performance
ensuring equitable balance between service efficiency and effectiveness and the client experience
Participate in cross-functional initiatives with DS and Canadian Operations
acting in a consultative capacity
for the department manager
How You'll Work.
Team & Collaboration
cross-functional coordination; liaise with the various operations processing centers-of-excellence; Develop and enhance relationships with service partners (DS offices and various departments across Canadian Operations); Participate in cross-functional initiatives with DS and Canadian Operations
Communication Scope
Ability to communicate and partner effectively with front office professionals; Ability to present information and data in a structured manner to stakeholders of varying seniority levels across the organization
Process & Methodology
Support the implementation of change process of business strategies
Full Job Description
**_Job Description_** **What is the opportunity?** As an Account Opening, Modification, and Documentation Associate, you will be a central point of contact and relationship manager to the RBC Dominion Securities (DS) front office personnel as it pertains to operations matters. You will be a point of escalation for service quality, problem resolution, operational inquiries, and issues/opportunities management. You will also liaise with the various operations processing centers-of-excellence to research and investigate inquiries and issues, resolve concerns, and champion business requests to ensure a seamless operations service experience. You will be working Monday to Friday from 9:30 a.m. to 6:00 p.m. **What will you do?** * Champion service quality awareness and continuous improvement of operational matters for the DS business. * Subject Matter Expert for service escalation and problem resolution. Use extensive procedural knowledge and technical expertise of group functions for resolution, understanding full impact of the end-to-end process on sales, DS service cycle/client experience, and Canadian Operations. * Research inquiries, issues, and concerns – “carry the baton” to obtain status updates, answers, and solutions – providing a true middle office service to DS business partners. * Advocate for strong Service Level Agreement (SLA) performance and delivery through ongoing monitoring and coaching within the department and across Canadian Operations, as required, on behalf of DS personnel. * Proactively identify and monitor group service quality performance gaps/trends against established SLA standards. Analyze root cause and recommend solutions/action plan. Provide advice and counsel for service quality efficiency, effectiveness, and client care opportunities. * Support the implementation of change process of business strategies, evolving interdependencies related to service quality, problem resolution, and related initiatives with field impact or specific to th
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