Sr. Client Operations Analyst

Job Description

The Senior Client Operations Analyst position for RBC US Global Asset Management is embedded in our Institutional Client Operations department. This role separates client-facing administration activities from back‑office accounting activities. Primary responsibilities include working with our sales and other internal departments to coordinate and execute institutional client onboarding, ensuring a seamless client experience. Additionally, the role will be responsible for producing custom client reporting supplements, completing client requests for information, and other internal support functions.

• Coordinate institutional client onboarding for domestic and global strategies for separate account and private fund vehicles
• Responsible for new account setup, including RBC GAM system setup and coordination with internal teams on required items needed to commence trading. Accountable for quality and accuracy of new account setup and inventory of required documentation
• Produce and deliver custom supplemental client reports not provided in our standard reporting package
• Working with fixed income investment team to load and reconcile securities for the Access Capital and Impact strategies to internal systems
• Fulfill client and consultant requests for performance, analytics and accounting data
• Responsible for the timely completion of client deliverables, including sub‑advisory reporting requirements, client questionnaires, audit requests, and other client certifications
• Administer the client portal and respond to client inquiries related to the portal
• Work with compliance to deliver required client mailings; such as ADVs, ERISA disclosures and audited financial statements
• Collaborate across teams globally to resolve client issues, questions and concerns
• Maintain and organize client records to comply with record retention requirements
• Evaluate and identify opportunities to improve efficiencies in client reporting by working with business partners across the global organization

• 3‑5 years’ experience working within financial services and investments, preferably with prior experience in client onboarding, reporting, and project management
• Ability to work independently and with a strong attention to detail
• Effective problem solver with strong analytical and resolution skills
• Strong aptitude and demonstrated proficiency in computer skills in Windows‑based software products such as Word, Outlook, and Excel
• Ability to integrate statistical data with written content to create responses to client inquiries

• Bachelor’s degree in finance, business or related field
• Previous experience in the asset management business
• Demonstrated skills, or willingness to learn programming to analyze and filter data sets, through tools such as Tableau or SQL and mining data from Salesforce
• Ability to design, or willingness to learn how to program dashboards that highlight trends and measure client metrics
• Bloomberg, Eagle Investment Systems, Salesforce, or other client relationship management software experience

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 competitive compensation and flexible benefits, such as a 401(k) program with company‑matching contributions, health, dental, vision, life, disability insurance, and paid‑time‑off
• 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 build close relationships with clients

The expected salary range for this particular position is $55,000–$95,000, depending on your experience, skills, and registration status, market conditions and business needs.

You have the potential to earn more through RBC’s…