What is the opportunity?

As an Operations Specialist I with the Trade Support team, you will perform daily oversight activities that validate department and systems processes are executed as designed. In addition, you will provide analysis, processing, and customer service support for manual, exception-based complex and/or highly specialized Operation’s processes. You will be responsible for reviewing, verifying, and recording data into technology systems that support department processes while ensuring adherence to all regulatory and firm policy requirements.

If you have exceptional problem solving skills, enjoy working in a fast paced challenging environment, and are looking for the next step in your career, we want to hear from you!

What will you do?

• Execute daily department oversight activities to validate system processes are executing as designed. Run and analyze reports as required to resolve exceptions ensuring adherence to all regulatory and firm policy requirements
• Liaise and provide customer service support for individuals requiring research, problem resolution, or securing information from other Operation’s departments, RBC Business Units, external customers or industry participants. Address escalated questions independently; seeking assistance from Manager as appropriate following established department procedures
• Reduce risk or increase efficiencies by suggesting process changes and system modifications. Participate in testing and implementation of new systems and processes as required
• Provide accurate analysis and processing support for manual, exception-based, complex, and/or highly specialized processes within a specific Operation’s department. Accurately review, verify, and/or record data into technology supporting department processes
• Train and act as a resource for less experienced Operation’s team members
• Perform other duties and responsibilities as assigned

What do you need to succeed?
Must-have

• Demonstrated problem identification, analytical and resolution skills required to support escalated issue resolution and/or oversight requirements associated with exception-based complex processes
• Ability to handle multiple priorities in a fast paced and deadline driven environment with a high attention to detail and ability to maintain confidentiality
• 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 Microsoft Word, Excel, Outlook and Access

Nice-to-have

• 4-year degree from an accredited university in business, finance or related field or 3+ years of experience in business, finance, customer service and/or accounting/bookkeeping
• Previous experience in the securities or banking industry preferred
• Series 7 AND Series 63 or Series 66 (or ability to obtain within 120 days of hire)
• Ability to integrate Excel and Access databases into daily work

What’s in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• Leaders who support your development through coaching and managing opportunities
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• Flexible work/life balance options
• Opportunities to do challenging work
• Opportunities to take on progressively greater accountabilities
• Access to a variety of job opportunities across business

Job Skills
Active Learning, Communication, Critical Thinking, Customer Service, Customer Service Management, Operational Delivery, Process Improvements, Time Management
Additional Job Details
250 NICOLLET MALL:MINNEAPOLIS Minneapolis United States of America 40 Full time WEALTH MANAGEMENT Regular Salaried 2024-10-25 2024-11-08