# Operations Associate III

**Company**: RBC
**Location**: Minneapolis, Minnesota
**Job type**: full-time
**Salary**: $45,000 - $70,000
**Category**: Operations
**Industry**: Finance

**Apply**: https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/Minneapolis-Minnesota-United-States-of-America/Operations-Associate-III---Investment-Advisor-Operations_R-0000183275-2?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/job/operations-associate-iii-0cbead39-0a5/

## Description

As an Operations Associate III in the Investment Advisor Operations team, you will be responsible for processing a variety of requests 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.

**Responsibilities**

- Accurately establish, maintain, bill, and close assigned accounts in a timely manner, ensuring all department service levels are observed.

- Provide quality customer service to branch office personnel, correspondents and third party money managers as primary contact for all questions concerning advisory accounts.

- Assist supervisor with activities surrounding periodic account billing.

- Research and resolve issues, errors or billing discrepancies in a timely manner.

- 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.

**Requirements**

- 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?**

- 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

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## Skills

### Required
- Active Learning
- Billing
- Communication
- Critical Thinking
- Curious Mindset
- Customer Service
- Detail-Oriented
- Multitasking
- Process Improvements
- Processing
- Telephone Customer Service
- Time Management

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Source: [Apply at rbc.wd3.myworkdayjobs.com](https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/Minneapolis-Minnesota-United-States-of-America/Operations-Associate-III---Investment-Advisor-Operations_R-0000183275-2?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)