Operations Specialist I
Top Benefits
About the role
Job Description
What is the opportunity?
The primary purpose for this position is to provide analysis, processing, and customer service support for our outgoing account transfer team. Incumbent will review, verify, and record data into technology systems supporting department processes. Incumbent provides thought leadership and implementation support for department process changes, system enhancements, and new initiatives. Incumbent will address escalated questions independently seeking assistance from Team Lead or Manager as appropriate following established department procedures. Position contains increased elements of risk which are managed through operational reviews, system checks, and adherence to procedures.
What will you do?
- Complete Automated Customer Account Transfer (ACAT) cycles hourly and associated reports daily.
- Provide customer service through emails and phone calls to RBC firms/branches, receiving firms, and other operations teams.
- Provide expertise to account transfers team involving outgoing ACAT activity.
- Provide feedback to manager and team lead on processing improvements and procedural changes
- Reduce risk or increase efficiencies by suggesting process changes and system modifications. Participate in testing and implementation of new systems and processes as required.
- Train and act as a resource for other Operation’s team members.
- Address escalated questions independently, seeking assistance from Team Lead or Manager as appropriate following established department procedures.
- Work with Team Lead and Manager to research, coordinate and implement projects and initiatives.
What do you need to succeed?
Must-have
- High school diploma or equivalent with three years of job related experience in business, finance, customer service and/or accounting/bookkeeping.
- Demonstrated ability to effectively lead, train and provide work direction to others.
- Effective problem identification, analytical, and resolution skills along with proficient computer skills in Windows-based software products.
- Ability to communicate effectively both verbally and in writing, strong customer service skills, organizational skills, and superb attention to detail.
- Ability to handle multiple priorities in a fast-paced and deadline driven environment.
Nice-to-have
- Bachelor’s degree in finance, business or related field.
- Previous experience in the securities or banking industry.
- Experience with brokerage systems.
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
- Opportunities to do challenging work
- Opportunities to take on progressively greater accountabilities
- Access to a variety of job opportunities across business
The good-faith expected salary range for the above position is $45,000 - $75,000 depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs. This salary range does not include other elements of total compensation, including a discretionary bonus and benefits such as a 401(k) program with company-matching contributions; health, dental, vision, life and disability insurance; and paid time-off plan. RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:
- Drives RBC’s high performance culture
- Enables collective achievement of our strategic goals
- Generates sustainable shareholder returns and above market shareholder value
Job Skills
Active Learning, Communication, Critical Thinking, Customer Service, Operational Delivery, Process Improvements, Time Management
Additional Job Details
Address:
250 NICOLLET MALL:MINNEAPOLIS
City:
Minneapolis
Country:
United States of America
Work hours/week:
40
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2025-10-21
Application Deadline:
2025-11-15
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Inclusion** and Equal Opportunity Employment**
At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
About RBC
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at www.rbc.com/community-social-impact.
La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais
Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social.
Operations Specialist I
Top Benefits
About the role
Job Description
What is the opportunity?
The primary purpose for this position is to provide analysis, processing, and customer service support for our outgoing account transfer team. Incumbent will review, verify, and record data into technology systems supporting department processes. Incumbent provides thought leadership and implementation support for department process changes, system enhancements, and new initiatives. Incumbent will address escalated questions independently seeking assistance from Team Lead or Manager as appropriate following established department procedures. Position contains increased elements of risk which are managed through operational reviews, system checks, and adherence to procedures.
What will you do?
- Complete Automated Customer Account Transfer (ACAT) cycles hourly and associated reports daily.
- Provide customer service through emails and phone calls to RBC firms/branches, receiving firms, and other operations teams.
- Provide expertise to account transfers team involving outgoing ACAT activity.
- Provide feedback to manager and team lead on processing improvements and procedural changes
- Reduce risk or increase efficiencies by suggesting process changes and system modifications. Participate in testing and implementation of new systems and processes as required.
- Train and act as a resource for other Operation’s team members.
- Address escalated questions independently, seeking assistance from Team Lead or Manager as appropriate following established department procedures.
- Work with Team Lead and Manager to research, coordinate and implement projects and initiatives.
What do you need to succeed?
Must-have
- High school diploma or equivalent with three years of job related experience in business, finance, customer service and/or accounting/bookkeeping.
- Demonstrated ability to effectively lead, train and provide work direction to others.
- Effective problem identification, analytical, and resolution skills along with proficient computer skills in Windows-based software products.
- Ability to communicate effectively both verbally and in writing, strong customer service skills, organizational skills, and superb attention to detail.
- Ability to handle multiple priorities in a fast-paced and deadline driven environment.
Nice-to-have
- Bachelor’s degree in finance, business or related field.
- Previous experience in the securities or banking industry.
- Experience with brokerage systems.
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
- Opportunities to do challenging work
- Opportunities to take on progressively greater accountabilities
- Access to a variety of job opportunities across business
The good-faith expected salary range for the above position is $45,000 - $75,000 depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs. This salary range does not include other elements of total compensation, including a discretionary bonus and benefits such as a 401(k) program with company-matching contributions; health, dental, vision, life and disability insurance; and paid time-off plan. RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:
- Drives RBC’s high performance culture
- Enables collective achievement of our strategic goals
- Generates sustainable shareholder returns and above market shareholder value
Job Skills
Active Learning, Communication, Critical Thinking, Customer Service, Operational Delivery, Process Improvements, Time Management
Additional Job Details
Address:
250 NICOLLET MALL:MINNEAPOLIS
City:
Minneapolis
Country:
United States of America
Work hours/week:
40
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2025-10-21
Application Deadline:
2025-11-15
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Inclusion** and Equal Opportunity Employment**
At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
About RBC
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at www.rbc.com/community-social-impact.
La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais
Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social.