RBC · 4 hours ago
Client Reporting Senior Analyst-Confirms & Statements
Minneapolis, Minnesota, United States of America
Full-time
Onsite
Mid, Senior Level
$70K/yr - $130K/yr
5+ years expRBC Wealth Management is seeking a detail-oriented Client Reporting Senior Analyst – Statements & Confirms to join their team. This role serves as a key partner to RBC US Wealth Management business leaders by providing expertise in the analysis and communication of financial objectives, ensuring accuracy and compliance in client communications while enhancing operational efficiencies.
BankingFinancial ServicesWealth Management
Responsibilities
Complete critical tasks to ensure monthly account statements and daily trade confirmations are accurate, factual, and delivered on time
Prepare, review, and deliver client statements, trade confirmations, and related reporting materials
Create and validate multiple reports to ensure accuracy, consistency, and reliability of client and account data
Perform statement testing three times a month to confirm data integrity prior to distribution
Oversee the process of specific mailings and insert creation, ensuring all communications follow internal and regulatory requirements
Validate and reconcile data to ensure accuracy of client reports
Monitor production activities to ensure timely distribution of all client reporting materials
Support timely issue resolution and stakeholder communication
Collaborate with multiple departments within Operations to improve efficiencies, processes, and reporting functions
Maintain forward-thinking approaches to identify process improvements and implement automation or enhanced workflows
Work with outside vendors, maintaining and establishing strong vendor relationships to ensure high-quality service and timely deliverables
Conduct research, analyses and review of Client Reporting functions and processes
Prepare and review month-end activities for statement production
Review confirm process for reasonableness and accuracy on a daily basis
Prepare and present results and insight to senior management
Identify risks and opportunities to the successful execution of plans. Participate in multiple projects aimed at identifying and implementing changes to current business practices
Participate in regulatory risk initiatives, ensuring that reporting processes align with compliance requirements and risk management standards
Qualification
Required
Bachelor's degree in finance, Accounting, Economics, or a related field and or 5+ yrs experience in the financial services industry
Strong proficiency in Microsoft Excel, Access and reporting tools
Experience creating and validating multiple reports accurately and efficiently
Attention to detail with excellent organizational skills
Strong communication skills, both written and verbal
Ability to manage multiple deadlines in a fast-paced environment, especially month-end reporting cycles
Demonstrated ability to collaborate with multiple teams and departments to improve operational efficiency
Forward-thinking mindset with the ability to identify and implement process improvements
Ability to take initiative, be productive, and solve problems independently while being part of a team
Preferred
Experience managing the production and delivery of client mailings and inserts following strict guidelines
Experience working with outside vendors and maintaining strong professional relationships
SQL
Project Management Experience
Strong presentation and communication skills to effectively convey insights to stakeholders
Benefits
Comprehensive Total Rewards Program including bonuses and flexible benefits
Competitive compensation
Commissions
Stock where applicable
Discretionary bonus
401(k) program with company-matching contributions
Health, dental, vision, life and disability insurance
Paid time-off plan
Company
RBC
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.
10001+ employees
H1B Sponsorship
RBC has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (29)
2024 (17)
2023 (3)
2022 (4)
2021 (1)
2020 (2)
Funding
Current Stage
Public CompanyTotal Funding
$17.46B2026-02-04Post Ipo Debt· $1.17B
2025-10-30Post Ipo Debt· $5B
2025-09-15Post Ipo Debt· $1.35B
Leadership Team
Graeme Hepworth
Chief Risk Officer
Kelly Bradley
Chief Human Resources Officer
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