Provides analysis for implementation and improvement of processes, workflow, project management methods, computer systems and other tools to support insurance policy administration and customer service. Applies complete knowledge, skills, and practices to perform assignments.

• 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 Education

Additional Job Details

225 FRANKLIN STREET:BOSTONBostonUnited States of America40Full timeWealth ManagementRegularSalaried2024-05-092024-06-07