Margin Specialist I

RBC US Wealth Management

Minneapolis, United States of America
Base: $50,000 - $80,000; bonus/equity: discretiona...
Manage relationships for firms
Subject matter expert for margin
Analyze and mitigate risk
As an Operations Specialist I with the Margin team, you will manage relationships for assigned Correspondent and Wealth Management firms by acting as a subject matter expert and dedicated resource for the Margin department

Job Summary

  • As an Operations Specialist I with the Margin team, you will manage relationships for assigned Correspondent and Wealth Management firms by acting as a subject matter expert and dedicated resource for the Margin department.
  • Provide timely, detailed, accurate account information, notifications and account calculations as required to Branches/Firms/Advisor Services/Operations personnel.
  • 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.

Matching Summary

As an Operations Specialist I with the Margin team, you will manage relationships for assigned Correspondent and Wealth Management firms by acting as a subject matter expert and dedicated resource for the Margin department.

Salary

Base: $50,000 - $80,000; Bonus/Equity: Discretionary bonus; Benefits: Comprehensive Total Rewards Program including flexible benefits

Skills & Requirements

Must-have

  • Manage relationships for firms
  • Subject matter expert for Margin
  • Analyze and mitigate risk
  • Monitor accounts for inappropriate transactions
  • Understand margin and options strategies
  • Review and approve margin agreements

Nice-to-have

  • Anticipate workflow needs
  • Communicate clearly and succinctly
  • Delegate effectively
  • Analyze complex problem situations
  • Flexible with priorities

Key Requirements

  • 4-year degree or equivalent OR High school diploma with 3 years experience
  • Ability to work in fast-paced, pressured environment
  • Ability to quickly analyze complex problems
  • SIE/SIE/Series 99/Series 7 certifications

Work Rights

Not specified

Tailored Resume

Cover Letter