*ABOUT US*
RBC Rochdale provides investment research, portfolio management, macroeconomic outlook and strategic asset allocation to help clients meet their long-term goals. RBC Rochdale, LLC is an SEC-registered investment adviser and wholly-owned subsidiary of City National Bank.
 
*PLATFORM SUPPORT ANALYST*
 
WHAT IS THE OPPORTUNITY?
Works with branch and department colleagues on all aspects of the client on-boarding process. Collaborates with Portfolio Management teams to process requests for new Platform or existing accounts or best way to transfer assets into the firm. Resolves inquiries and escalates as appropriate.
 
WHAT WILL YOU DO?
* Assist clients, partner Financial Advisors, Portfolio Manager Teams, and Platform (TAMP) partners with client on-boarding and new account inquiries.
* Work on daily reports from platform partners to ensure onboarding data accurate and solve for discrepancies in data; troubleshoot issues and follow up w...