Opens an external site
- Employment type
- Full-time
- Experience level
- Entry, Junior · 1+ years
- Posting language
- English
- Working hours
- 38 hours per week
Job summary
Perform daily reconciliation activities to validate cash, asset, and book cost positions while resolving discrepancies. Collaborate with operational teams to implement process enhancements and maintain accurate documentation for risk mitigation.
Job details
Job Description What is the opportunity? As a Service Associate, Operations, you will play a crucial role in ensuring the accuracy and completeness of reconciliation and reporting processes for high net worth and ultra-high net worth client accounts. Your attention to detail and analytical skills will be essential in identifying discrepancies, managing risk, and recommending process improvements. You will develop and apply in-depth knowledge of account reconciliation standards and regulatory requirements to verify and validate client account data and transactions. This will involve conducting thorough reviews of account information, identifying potential gaps or areas of non-compliance, and taking corrective action to ensure adherence to operational and regulatory standards. Additionally, you will collaborate with various operational teams and business partners to implement process enhancements that drive efficiency, accuracy, and compliance. What will you do? Perform daily reconciliation activities to validate cash, asset, and book cost positions and resolve any discrepancies or outstanding items on a timely basis. Ensure adherence to reconciliation standards and internal procedures, identifying areas for improvement and implementing corrective actions as needed. Conduct monthly performance deviation analysis to identify variances, implement corrective actions, and document findings. Collaborate with operational teams and business partners to identify root causes of reconciliation variances, providing recommendations and supporting the implementation of process enhancements to improve accuracy and efficiency. Maintain accurate reconciliation documentation and notes in internal tracking systems, ensuring procedures, policies, and guidelines are up-to-date, accurate, and readily accessible to support risk mitigation and operational excellence. What do you need to succeed? Must have: 1+ years of operations, securities, Wealth Management or Banking industry experience 1+ years of experience working with AI to process large data sets and improve complex processes Demonstrated ability in written and oral communication skills along with strong presentation skills. Strong attention to detail and risk management mindset. Strong critical thinking skills and ability to propose innovative solutions. Nice-to-have: Knowledge of Broadridge applications Prior experience with reconciliation processes Reporting and tracking capabilities using tools such as MS Excel (advanced formulas/pivot tables/macros) 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 Job Skills Active Learning, Communication, Critical Thinking, Customer Service, Operational Delivery, Process Improvements, Time Management Additional Job Details Address: 180 WELLINGTON ST W:TORONTO City: Toronto Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2026-10-15 Application Deadline: 2026-10-29 Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Our Employment Opportunities At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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. RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.
What you’ll do
Perform daily reconciliation activities to validate cash, asset, and book cost positions while resolving discrepancies. Collaborate with operational teams to implement process enhancements and maintain accurate documentation for risk mitigation.
Requirements
Requires at least one year of experience in operations, securities, or banking, along with experience using AI to process large data sets. Candidates must possess strong analytical, communication, and critical thinking skills.
Benefits
- Bonuses
- Flexible benefits
- Competitive compensation
- Commissions
- Stock options
Listed skills
- Data analysis · Preferred
- Risk Management · Preferred
- Communication · Preferred
- Critical Thinking · Preferred
- Process Improvement · Preferred
- Reporting · Preferred
- Attention to detail · Preferred
- Time management · Preferred
- Customer service · Preferred
Other relevant skills
Identified from the job description. Confirm important requirements above.
- Reconciliation
- Data analysis
- Risk management
- Communication
- Critical thinking
- Process improvement
- Reporting
- Attention to detail
- AI data processing
- Wealth management
- Banking operations
- MS Excel
- Broadridge applications
- Time management
- Customer service
- Active learning
- Account Reconciliation
- Workplace Inclusivity
- Reporting Processes
- Risk Mitigation
- Analytical Skills
- Microsoft Excel
- Active Learning
- Banking
- Customer Service
- Critical Thinking
- Excel Macros
- Pivot Tables And Charts
- Innovation
- Risk Management
- Operational Excellence
- Operations
- Presentations
- Wealth Management
- Coaching
- Time Management
- Verbal Communication Skills
- Securities (Finance)
- Process Improvement
- Detail Oriented
Job areas
- Finance & Accounting
- Data & Analytics
- Administrative
- Customer Service & Support
- Service Associate
- Operational Risk Analyst
- Management and Organization Analysts
- Financial Risk Specialists
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