45 Client Operations Analyst Jobs in Boston, MA
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Royal Bank of Canada 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)
05/13/2024
05/13/2024
rbc.com
TORONTO
>50,000
1869
DAVID MCKAY
$10B - $50B
Banking
Related Companies
The job skills required for Client Operations Analyst include Customer Service, Futures, Coordination, 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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