Margin Specialist I

Minneapolisonsitemid$50K$80K

Posted today · via Workday

About this role

Job Description What is the opportunity? The RBC US Wealth Management group is hiring! 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. Provide exceptional customer service, analyze, assess and mitigate risk while reviewing account activity. Consistently document comprehensive notes within systems and/or within reports.…

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What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

For this role: sql, express, power bi

2

Level fit

This role is mid-level. We check your trajectory against it.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in Minneapolis. We weight your proximity and willingness to relocate.

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Skills in this role

Pulled from the job description. These are the keywords we'll weight when scoring your fit.

sqlexpresspower bi

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