Job opportunity
Client Operations Associate Toronto
RBC
Coordinate client operations in Toronto through transaction processing, documentation, and stakeholder communication. RBC offers this full time, fixed term contract role.
As an Associate in Wealth Management, you will manage administrative and operational activities supporting client requests. Responsibilities include fund transfers, wire payments, account maintenance, meeting coordination, expense processing, and document preparation. You will support onboarding, compliance, and timely execution.
Key Responsibilities:
Manage calendars and schedule client meetings
Process expenses and prepare client documents
Coordinate follow-up activities across client requests
Support onboarding documentation and regulatory requirements
Implement process improvements across internal teams
Requirements:
Customer service management experience or capability
Effective interpersonal relationship management skills
Sound decision making in operational activities
Investment management knowledge
Investment performance measurement knowledge
Support RBC Wealth Management clients with organized administration, process improvement, and accurate operations from 170 Bloor Street West.
#J-18808-Ljbffr
Apply on source site As an Associate in Wealth Management, you will manage administrative and operational activities supporting client requests. Responsibilities include fund transfers, wire payments, account maintenance, meeting coordination, expense processing, and document preparation. You will support onboarding, compliance, and timely execution.
Key Responsibilities:
Manage calendars and schedule client meetings
Process expenses and prepare client documents
Coordinate follow-up activities across client requests
Support onboarding documentation and regulatory requirements
Implement process improvements across internal teams
Requirements:
Customer service management experience or capability
Effective interpersonal relationship management skills
Sound decision making in operational activities
Investment management knowledge
Investment performance measurement knowledge
Support RBC Wealth Management clients with organized administration, process improvement, and accurate operations from 170 Bloor Street West.
#J-18808-Ljbffr