51 Client Operations Analyst Jobs in Boston, MA
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RBC Capital Markets, LLC is Hiring a Client Operations Analyst Near Boston, MA
Job Summary
Job Description
- Produce and deliver custom supplemental client reports not provided in our standard reporting package.
- 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.
- 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.
- 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.
- Evaluate and identify opportunities to improve efficiencies in client reporting by working with business partners across the global organization.
Job Skills
Active Learning, Adaptability, Business Appraisals, Client Reporting, Critical Thinking, Customer Service, Decision Making, Detail-Oriented, Effectiveness Measurement, Operational Delivery, Process Improvements, Undergraduate EducationAdditional Job Details
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Job Summary
Full Time
Banking
$63k-81k (estimate)
05/14/2024
05/15/2024
rbccm.com
CHARLOTTE, NC
7,500 - 15,000
1929
CRAIG WAGNER
$200M - $500M
Banking
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About RBC Capital Markets, LLC
RBC Capital Markets is recognized by the most significant corporations, institutional investors, asset managers, private equity firms, and governments around the globe as an innovative, trusted partner with an in-depth expertise in capital markets, banking, and finance. We are well-established in the largest, most mature capital markets across North America, Europe, and the Asia-Pacific region, which collectively encompass more than 75% of global investment banking activity each year. We are part of Royal Bank of Canada (RBC), a leading, diversified provider of financial services and one of th...e strongest banks globally. Founded in 1864, RBC is the 10th largest bank worldwide and the 5th in North America, as measured by market capitalization. RBC is among a small group of highly rated global banks and is recognized time and time again for its financial strength, market leadership and philanthropic work. For information on our legal terms of use visit https://www.rbccm.com/en/policies-disclaimers.page
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The job skills required for Client Operations Analyst include Customer Service, Futures, Coordination, Wealth Management, Accounting, Decision Making, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Operations Analyst. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Operations Analyst. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Operations Analyst positions, which can be used as a reference in future career path planning. As a Client Operations Analyst, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Operations Analyst. You can explore the career advancement for a Client Operations Analyst below and select your interested title to get hiring information.
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