Service Associate, Operations

Job Description

What is the opportunity?

In this role, you will be working for the Entitlements Team at RBC Canadian Wealth Management Operations, servicing our clients and business partners.

As part of a dynamic team, you will be responsible for the accurate and timely processing of distributions, settling claims, reconciling and handling inquiries.

What will you do?

• Processing client requests in various capacities as they relate to entitlement functions. Placing a priority on answering client inquiries immediately, mitigating any sort of deviation on path toward resolution of such.

• Analyze workflow processes to identify opportunities for improving operational efficiencies. Likewise, ensuring all processes properly ensure operational risks are ultimately mitigated.

• Maintaining and troubleshooting robotic process automations where applicable

• Receiving and sending funds for purposes of allocation to client's who are entitled both externally and internally.

• Liaison with business/operations partners where needed & work on tracking and testing tax impute as required.

• Timely reconciliation and resolution of funds outstanding due to less than straight forward circumstances

What do you need to succeed?

Must haves:

• 2+ years relevant industry experience, or educational equivalent

• Reconciliation and balancing of funds, under time sensitive deadlines

• Proficiency in Microsoft Excel, Word and Intermediate to advanced proficiency in Microsoft Access skills

• Problem solving skills, and excellent organizational and time management skills

• Excellent communication/analytical skills

• Risk Management and mitigation focus mindset

Nice-to-have:

• Completion of Canadian Securities Course (CSC)

• Similar experience in similar role, Corporate Actions or Entitlement Operations related within the financial industry

• Direct experience using financial operation systems and interfaces such as:

  • Broadridge Financial Services

  • CDSX, DTCC

  • Cash wire applications

• Advanced knowledge of Microsoft Access, specifically database creations for automation initiatives requiring VBA writing knowledge

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 Skills

Active Learning, Communication, Critical Thinking, Customer Service, Operational Delivery, Process Improvements, Time Management

Additional Job Details

Address:

180 WELLINGTON ST W:TORONTO

City:

Toronto

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-04-09

Application Deadline:

2026-04-16

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.