Branch Service Manager/Client Associate

Royal Bank of Canada • Easton, PA

10h • $50,000 - $80,000

About The Position

Join RBC Wealth Management as a Branch Service Manager (BSM), a player-coach and the primary liaison between Complex management and the branch on operational matters. The role supports financial advisors, clients, and branch staff while modeling and fostering a positive, productive team culture. RBC offers training, development, and learning resources to support career growth.

The position oversees branch staff and operations, supports client account and securities processing, oversees cage activities, and builds professional client relationships. It is a regular, full-time, salaried position working 40 hours per week in Easton, United States. The expected salary range is $50,000–$80,000, depending on experience, skills, registration status, market conditions, and business needs. The role may also be eligible for discretionary variable compensation based on business and individual performance.

Requirements

• Bachelor’s degree or job-related experience.
• At least 3 years of financial services experience, with solid knowledge of industry rules and regulations.
• Strong written and verbal communication skills.
• Computer skills.
• Series 7 and Series 66 (or Series 63/65), or the ability to obtain the required registrations within 12 months.
• Attention to detail and a mindset focused on making the branch more efficient and effective.

Nice To Haves

• Supervisory experience.

Responsibilities

• Oversee branch staff and operations, including onboarding, training, motivating staff, providing work direction, resolving supervision issues, and escalating matters to the Complex management team as appropriate.
• Communicate policy and procedural changes and other issues affecting branch employees and their ability to perform their jobs.
• Onboard new accounts and accurately record securities and coupons received from clients, ensuring they are credited to the proper accounts and transmitted promptly and accurately to the Complex main office and Minneapolis in accordance with required procedures.
• Oversee cage activities to ensure transactions are processed in a timely manner.
• Build and maintain professional relationships with clients by assisting them and answering account questions.
• Facilitate transfers of funds and securities, complete trades in client accounts, and process checks, wires, and ACH transactions in a timely manner.

Benefits

• Competitive compensation and flexible benefits.
• 401(k) program with company-matching contributions.
• Health, dental, vision, life, and disability insurance.
• Paid time off.
• Coaching and management opportunities to support development.
• Opportunity to make a difference and lasting impact.
• Dynamic, collaborative, progressive, and high-performing team environment.
• Challenging work and opportunities to build close relationships with clients.
• Potential discretionary variable compensation, subject to business performance targets and individual goals.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager