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Onboarding Specialist - Transition Services

RBC Capital

RBC Capital

Minneapolis, MN, USA
Posted on Monday, June 10, 2024

Job Summary

Job Description

What is the opportunity?

As an Operations Onboarding Specialist with RBC Wealth Management, you will provide project support to the Clearing & Custody and Advisory Services business to ensure the conversion process is as seamless as possible. You will provide high level project documentation, process design, technical expertise, and use problem solving skills that are unique to processing conversions. You will also participate in correspondent meetings and presentations as required and represent Operations conversions needs/impacts in project meetings, discussions, and design.

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

What will you do?

  • Create documentation and complete processes required to support conversion assignments, which includes but is not limited to, conversion processing agreements with other broker-dealers, detailed project plans and timelines, negative response client letter mailings, data scrubbing and validation through Access, Excel, and/or Business Objects, status reports on conversions in progress, required regulatory notifications, and coordinating the work required of IT and Broadridge personnel
  • Analyze daily department activities to validate system processes are executing as designed. Run and analyze reports as required to resolve exceptions ensuring adherence to all regulatory and firm policy requirements
  • Liaise and provide customer service support for individuals requiring research, problem resolution, or securing information from other Operation’s departments, RBC Business Units, external customers or industry participants. Address escalated questions independently; seeking assistance from Manager as appropriate following established department procedures
  • Reduce risk or increase efficiencies by suggesting process changes and system modifications. Participate in testing and implementation of new systems and processes as required
  • Provide accurate analysis and processing support for manual, exception-based, complex, and/or highly specialized processes within a specific Operation’s department. Accurately review, verify, and/or record data into technology supporting department processes
  • Train and act as a resource for less experienced Operation’s team members
  • Perform other duties and responsibilities as assigned

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
  • Effective problem identification, analytical, and resolution skills along with an ability to gather and analyze relevant information clearly and effectively. Ability to follow directions and handle multiple priorities in a fast-paced and deadline driven environment
  • Ability to communicate effectively both verbally and in writing, excellent customer service skills, organizational skills, and superb attention to detail
  • Proficient computer skills in Windows-based software products with an emphasis on Microsoft Access and Exce


  • 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

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 on 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 Skills

Active Learning, Adaptability, Business Appraisals, Critical Thinking, Customer Service, Decision Making, Effectiveness Measurement, Operational Delivery, Process Improvements

Additional Job Details






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.

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