Operations Associate II - Annuities

Operations Associate II - Annuities

As an Operations Associate II in the Annuities team, you will work directly with annuity companies and Financial Advisors to ensure annuity business is processed in a timely manner. You will also provide superior customer service via phone and email while processing paperwork without errors. If you have exceptional attention to detail, enjoy fast paced challenging work, and are looking for the next opportunity, we want to hear from you!

What will you do?

• Process paperwork related to annuity business
• Provide routine follow up to check on status of the annuity business from varying annuity companies
• Work with annuity company service representatives to gather annuity information
• Research, respond to, and follow up as required to questions from other Operations departments, branch offices, annuity companies, and management staff
• Reduce risk by suggesting process changes and modifications as appropriate

What do you need to succeed?

Must-have 4-year degree from an accredited university (or equivalent) OR high school diploma (or equivalent) AND at least 1 years of job-related experience

Effective problem identification, analytical, and resolution skills along with proficient computer skills in Microsoft office products

Ability to communicate effectively both verbally and in writing, excellent customer service skills, organizational skills, and superb attention to detail

Ability to handle multiple priorities in a fast-paced and deadline driven environment

Nice-to-have 4-year degree from an accredited university in business, finance or related field

1+ year business, finance, customer service experience

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

The good-faith expected salary range for the above position is $40,000 - $65,000 depending on factors including but not limited to the candidate's experience, skills, registration status; market conditions; and business needs. This salary range does not include other elements of total compensation, including a discretionary bonus and benefits such as a 401(k) program with company-matching contributions; health, dental, vision, life and disability insurance; and paid time-off plan. RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that : Drives RBC's high performance culture Enables collective achievement of our strategic goals Generates sustainable shareholder returns and above market shareholder value

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

Job Location : Minneapolis, MN