Platform Support Analyst (Client Onboarding)

Overview

ABOUT US

RBC Rochdale provides investment research, portfolio management, macroeconomic outlook and strategic asset allocation to help clients meet their long-term goals. RBC Rochdale, LLC is an SEC-registered investment adviser and wholly-owned subsidiary of City National Bank.

  PLATFORM SUPPORT ANALYST

 

WHAT IS THE OPPORTUNITY?Works with branch and department colleagues on all aspects of the client on-boarding process. Collaborates with Portfolio Management teams to process requests for new Platform or existing accounts or best way to transfer assets into the firm. Resolves inquiries and escalates as appropriate.

 

WHAT WILL YOU DO?

• Assist clients, partner Financial Advisors, Portfolio Manager Teams, and Platform (TAMP) partners with client on-boarding and new account inquiries.
• Work on daily reports from platform partners to ensure onboarding data accurate and solve for discrepancies in data; troubleshoot issues and follow up with developers on tech problems
• Open new accounts and process daily Outstanding Actions Report and review KYC/AML for proper onboarding
• Maintain database that houses all client, Financial Advisor, and partner firm contact information including the processing of all changes partner’s broker dealer and/or RIA changes.
• Build strong relationship with Platform partners and internal Portfolio Management teams including period meetings
• Work with internal Client Service teams on ad hoc inquiries throughout the day and provide reporting as needed
• Work with platform partners and billing team on fee files
• Take on ad hoc team projects and remediation efforts as needed throughout the year

 

WHAT DO YOU NEED TO SUCCEED? Required Qualifications*

• H.S. Diploma
• Minimum 2 years of experience in the investment management industry
• Minimum 2 years of experience in using Microsoft Office applications

  Additional Qualifications

• Bachelor’s degree preferred
• Excellent computer literacy with a proven proficiency in Microsoft Excel, Word and PowerPoint
• Excellent verbal and written communications skills

WHAT'S IN IT FOR YOU? CompensationStarting base salary: $26.90 - $40.35 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and PerksAt City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:

• Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
• Generous 401(k) company matching contribution
• Career Development through Tuition Reimbursement and other internal upskilling and training resources
• Valued Time Away benefits including vacation, sick and volunteer time
• Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
• Career Mobility support from a dedicated recruitment team
• Colleague Resource Groups to support networking and community engagement

 Get a more detailed look at our Benefits and Perks.ABOUT USSince day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENTCity National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. 

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