RB
Royal Bank of CanadaTorontoInternship
2026 Investor Services, Fall Client Operations (4-16 months)
Join RBC Investor Services for a 4-16 month fall co-op in Client Operations, gaining hands-on experience in fund accounting, client reporting, and compliance.
1
Role and Responsibilities
- Distribute fund fact sheets and maturity notices to dealers.
- Set up and maintain dealer records within service level agreements.
- Review daily salesperson reports and respond to inquiries.
- Support client data updates and annual tax documentation renewals.
- Analyze and resolve basic client issues, escalating complex cases.
2
Additional Duties
- Update and maintain data in client management systems.
- Assist with internal audits, control reviews, and testing.
- Review IRS tax forms for US Chapter 3 compliance and annual reporting.
- Ensure FATCA/CRS/QI compliance during client onboarding.
- Perform daily and monthly FATCA/CRS/QI operational monitoring.
3
Requirements
- Proficiency in Microsoft Word, Excel, and financial accounting.
- Strong time management and organizational skills.
- Excellent verbal and written communication skills.
- Demonstrated ability to provide professional and friendly client service.
4
Preferred Qualifications
- Previous business environment experience.
- Knowledge of financial services.
- Ability to interpret IRS codes.