Operations Specialist I

RBC Investor Services

Come Work with Us!

At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.

Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.

Job Title

Operations Specialist I 


Job Description

Join RBC Wealth Management, a 2021 Minneapolis/St. Paul Business Journal “Top Place to Work”, and shape RBC’s future!


As an Operations Specialist I with the Alternative Investments team, you will be the dedicated resource for the Sponsored desk. Using your extraordinary critical thinking skills and high attention to detail, you will provide analysis, processing, and customer service support for manual, exception-based, and highly specialized processes.


If you have exceptional problem solving skills, enjoy challenging work, and are looking for the next step in your career, we want to hear from you!


What will you do?

  • Act as a primary point of contact for firms and Financial Advisors for RBC’s sponsored Alternative Investments
  • Process fund subscriptions and redemptions
  • Process transfers to and from other Broker Dealers
  • Execution of capital calls for PE Funds on RBC’s sponsored platform
  • Reconcile RBC’s books and records with fund companies
  • Reduce risk or increase efficiencies by suggesting process changes and system modifications


What do you need to succeed?


  • 4-year degree from an accredited university (or equivalent) OR High school diploma (or equivalent) AND 3 years of job-related experience.
  • Demonstrated problem identification, analytical and resolution skills required to support escalated issue resolution and/or oversight requirements associated with exception-based complex processes.
  • Ability to handle multiple priorities in a fast paced and deadline driven environment with a high attention to detail and ability to maintain confidentiality. Exceptional interpersonal, verbal and written communication skills, with an ability to work effectively with all levels of staff and management.
  • Proficient computer skills in Windows-based software products including Word, Excel and Outlook.



  • 4-year degree from an accredited university in business, finance or related field.
  • 3+ years business, finance, customer service and/or accounting/bookkeeping experience.
  • Previous experience in the securities or banking industry preferred.
  • Ability to integrate Excel and Access databases into daily work.


What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

  • 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
  • Flexible work/life balance options
  • Opportunities to do challenging work
  • Opportunities to take on progressively greater accountabilities
  • Access to a variety of job opportunities across business



Job Summary


Minneapolis, Minnesota, United States of America




United States of America

Work hours/week:


Employment Type:

Full time


Wealth Management

Job Type:


Pay Type:


Posted Date:


Application Deadline:

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at rbc.com/careers.

To apply for this job please visit jobs.rbc.com.

You can apply to this job and others using your online resume. Click the link below to submit your online resume and email your application to this employer.