Branch Service Manager​/Client Associate

Opportunity

Join RBC and help clients thrive and communities prosper. You will embrace RBC Wealth Management’s core values and culture as an integral part of our branch serving financial advisors, clients and the team. The Branch Service Manager (BSM)/Client Associate is a player‑coach role, acting as the primary liaison between the Complex management team and the branch on operational matters. You will model, encourage and develop a positive and productive work environment to foster a strong team culture within the branch.

• Oversee branch staff and operations to keep the branch running smoothly, including onboarding, training and motivating staff, providing work direction, and resolving issues and/or escalating to the Complex management team.
• Ensure effective communication of all policy and procedural changes and other issues that impact branch employees and their ability to 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 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 transactions in a timely manner.

Must‑have

• Bachelor’s degree or job‑related experience.
• 3+ years of financial services experience with solid knowledge of industry rules and regulations.
• Strong written and verbal communication and computer skills.
• Series 7 and 66 (or Series 63/65) or the ability to obtain within 12 months.
• Attention to detail coupled with a mindset to improve branch efficiency and effectiveness.

Nice‑to‑have

• 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 competitive compensation, 401(k) with company‑matching contributions, health, dental, vision, life and disability insurance, and paid‑time‑off.
• Leadership that supports your development through coaching and management opportunities.
• Opportunity to make a lasting impact.
• Work in a dynamic, collaborative, progressive, and high‑performing team.
• Opportunities to do challenging work.
• Opportunities to build close relationships with clients.

The expected salary range for this position is $50,000–$80,000, depending on experience, skills, registration status, market conditions and business needs. You have the potential to earn more through RBC’s discretionary variable compensation program if the business meets performance targets and you meet individual goals.

• Customer Knowledge
• Customer Service
• Customer Service Management
• Group Problem Solving
• Identifying Sales Opportunities
• Interpersonal Relationship Management
• Oral Communications
• Perseverance and Follow‑Through
• Product Services
• Sales Activities

• Location:
  
  15 South Crannberry Road, Westminster, United States of America
• Work Hours per week: 40
• Employment Type:
  
  Full time
• Job Type: Regular
• Pay Type:
  
  Salaried
• Platform: WEALTH MANAGEMENT

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world.

RBC is presently inviting candidates to apply for this existing vacancy. Qualified applicants may be contacted to review their resume in more detail.