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Job Summary
Job Description
What is the opportunity?
Billing & Reporting Analyst
What will you do?
- Provide customer service to Clearing & Custody firms on billing & reporting related inquiries through both phone and email.
- Participate in the preparation and distribution of monthly and other ongoing billing reports provided to C&C firms, including the monthly billing settlement process.
- Use Excel, Access, and other databases to accurately complete assigned billing tasks. Use familiarity of these databases to improve tasks, as needed.
- Use analysis skills to identify abnormal settlement statement items, and to determine the cause & resolution.
- Participate in new firm billing introductory calls.
- Respond to requests from auditors, which include completing balance confirms & distributing SOC reports.
- Participate in ad-hoc analysis & projects, upon request.
What do you need to succeed?
Must-have
- Customer service experience, both verbally and in writing.
- Demonstrated computer skills, with an emphasis on Excel and Access
- Bachelor's Degree, preferably with a concentration in Business, Finance, Economics or Accounting
- Attention to detail and the ability to meet deadlines.
Nice-to-have
- Experience with internal RBC systems, such as Broadridge back-office
- One or more years industry experience 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 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
Analytical Thinking, Billing, Customer Follow-Ups, Customer Service, Management Reporting, Problem ResolutionAdditional Job Details
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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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RBC is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status or any other legally-protected factors.