Associate, Operations III – IAO Account Administration and Billing
Top Benefits
About the role
What is the opportunity? As an Operations Associate III in the Investment Advisor Operations team, you will be responsible for processing a variety of forms relating to client advisory accounts. Account administration includes new account setup, terminations, fee billing, customer service, and general updates to client advisory accounts. In this fast-paced and deadline driven environment, you will be dedicated to quality work by providing superior customer service and partnering with others in a team environment to deliver results in a timely manner.
If you have great customer service skills, enjoy challenging work, and are looking for the next step in your career, we want to hear from you!
What will you do?
-
Accurately establish, maintain, bill, and close assigned accounts in a timely manner, ensuring all department service levels are observed. Processing activities are thoroughly documented and proper documentation is received from branch offices. Ensure processing is within regulatory and firm guidelines for advisory accounts.
-
Provide quality customer service to branch office personnel, correspondents and third party money managers as primary contact for all questions concerning advisory accounts. Provide detailed, accurate and timely communications to ensure the Financial Advisor or Client Associate has a reasonable understanding of the operational status of an account.
-
Assist supervisor with activities surrounding periodic account billing. Be able to explain all aspects of billing, verify when charges occur, ensure investment advisors and referral partners are paid properly, print invoices as necessary.
-
Research and resolve issues, errors or billing discrepancies in a timely manner. Respond to Financial Advisor and/or other affected parties within 24 hours of notification of error.
-
Assist other team members with opening, billing and closing accounts as volumes warrant.
-
Reduce risk by suggesting process changes or modifications as appropriate.
-
Perform other duties and responsibilities as assigned.
What do you need to succeed? Must-have
-
4-year degree from an accredited university (or equivalent) OR high school diploma (or equivalent) AND 2+ years of job-related experience
-
Effective problem identification, multitasking, and resolution skills along with proficient computer skills in Microsoft-based software products
-
Ability to communicate effectively both verbally and in writing, excellent 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
- 4-year degree from an accredited university in business, finance or related field
- 1+ year business, finance, customer service and/or accounting/bookkeeping experience
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 $40,000 - $65,000 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:
2025-11-06
Application Deadline:
2025-11-28
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
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.
Associate, Operations III – IAO Account Administration and Billing
Top Benefits
About the role
What is the opportunity? As an Operations Associate III in the Investment Advisor Operations team, you will be responsible for processing a variety of forms relating to client advisory accounts. Account administration includes new account setup, terminations, fee billing, customer service, and general updates to client advisory accounts. In this fast-paced and deadline driven environment, you will be dedicated to quality work by providing superior customer service and partnering with others in a team environment to deliver results in a timely manner.
If you have great customer service skills, enjoy challenging work, and are looking for the next step in your career, we want to hear from you!
What will you do?
-
Accurately establish, maintain, bill, and close assigned accounts in a timely manner, ensuring all department service levels are observed. Processing activities are thoroughly documented and proper documentation is received from branch offices. Ensure processing is within regulatory and firm guidelines for advisory accounts.
-
Provide quality customer service to branch office personnel, correspondents and third party money managers as primary contact for all questions concerning advisory accounts. Provide detailed, accurate and timely communications to ensure the Financial Advisor or Client Associate has a reasonable understanding of the operational status of an account.
-
Assist supervisor with activities surrounding periodic account billing. Be able to explain all aspects of billing, verify when charges occur, ensure investment advisors and referral partners are paid properly, print invoices as necessary.
-
Research and resolve issues, errors or billing discrepancies in a timely manner. Respond to Financial Advisor and/or other affected parties within 24 hours of notification of error.
-
Assist other team members with opening, billing and closing accounts as volumes warrant.
-
Reduce risk by suggesting process changes or modifications as appropriate.
-
Perform other duties and responsibilities as assigned.
What do you need to succeed? Must-have
-
4-year degree from an accredited university (or equivalent) OR high school diploma (or equivalent) AND 2+ years of job-related experience
-
Effective problem identification, multitasking, and resolution skills along with proficient computer skills in Microsoft-based software products
-
Ability to communicate effectively both verbally and in writing, excellent 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
- 4-year degree from an accredited university in business, finance or related field
- 1+ year business, finance, customer service and/or accounting/bookkeeping experience
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 $40,000 - $65,000 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:
2025-11-06
Application Deadline:
2025-11-28
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
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.