Branch Service Manager​/Registered Client Associate

Job Description

As a Registered Client Associate (RCA)/Branch Service Manager (BSM) at RBC Wealth Management, you will embrace our core values and inclusive culture, becoming a trusted resource to clients, advisors, and the branch team. In these roles, you will leverage your administrative and operational skills to support advisors in managing and growing their business, while maintaining a client‑first approach that meets compliance standards, resolves problems, onboards new accounts, and processes account records in a fast‑paced, professional environment.

The BSM specifically acts as a player‑coach, serving as the primary liaison between Complex management and the branch on operational matters, while modeling and fostering a positive, productive work environment. At RBC Wealth Management, we prioritize your career progression, offering training, development, and learning resources to help you grow in a way that aligns with your goals. By joining RBC, you will contribute to helping clients thrive and communities prosper, all while upholding our core values and culture as an integral part of our branch.

As a Registered Client Associate (RCA)/Branch Service Manager (BSM) at RBC Wealth Management, you will ... (same paragraph as above)

• Oversee branch staff and operations to keep branch running smoothly including onboarding, training and motivating branch staff, providing work direction, and resolving issues pertaining to staff supervision and/or escalating to Complex management team.
• Ensure the effective communication of all policy and procedural changes and other issues that impact the branch employees and their ability to effectively perform their jobs.
• Onboard new accounts, accurately record all securities and/or coupons received from clients and ensure they are credited to the proper accounts and quickly and accurately transmitted to the Complex main office and Minneapolis following all required branch, complex and RBC procedures for handling client securities.
• Oversee cage activities to make sure transactions get processed in a timely manner.
• Build and maintain professional relationships with clients by assisting them and answering account questions; facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires and ACH's in a timely manner.

• Bachelor's degree or job related experience
• 3+ years of financial services experience with a solid knowledge of industry rules and regulations
• Strong written and verbal communication and computer skills
• Series 7 and 66 (or Series 63/65)
• Attention to detail coupled with the mindset of how you can make the branch more efficient and effective

• Supervisory experience

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

Customer Service, Data Entry, Data Gathering Analysis, Desktop Tools, Group Problem Solving, Interpersonal Relationships, Knowledge Organization, Teamwork, Time Management, Word Processing Software

Address: 6710 NORTH SCOTTSDALE ROAD:

SCOTTSDALE

City: Scottsdale

Country: United States of America

Work hours/week: 40

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Salaried

Posted Date:

Final date to receive applications: Note:
Applications will be accepted until 11:59 PM…