Branch Service Manager/Sr Branch Service Manager

RBC•Glastonbury, CT

2d•$50,000 - $94,000•Onsite

About The Position

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. This is role has a 50/50 split in scope, combining Branch Service Manager and Client Associate responsibilities. As the Branch Service Manager, you'll oversee operational tasks, support Client Associates, manage correspondence and trade corrections, train staff, and handle branch expenses. As a Client Associate, you'll serve as the primary client contact for account maintenance, transactions, inquiries, and will support Financial Advisors by preparing for meetings and coordinating client events. At RBC Wealth Management, your career progression matters to us. We offer training, development and learning resources so you continue to grow your career in a way that matters to you.

Requirements

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) or the ability to obtain within 12 months
Attention to detail coupled with the mindset of how you can make the branch more efficient and effective

Nice To Haves

Supervisory experience

Responsibilities

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.