Branch Service Manager / Registered Client Associate
Core
Act as a player-coach Branch Service Manager overseeing branch staff, operations, and client account services for RBC Wealth Management.
Role type
Branch Service Manager (player-coach)
Builds
Operational efficiency, client account accuracy, and team culture within a financial services branch
Domain
Financial Services / Wealth Management
Required skills
Financial services experience, industry rules/regulations knowledge, Series 7 and 66 (or 63/65) license, staff supervision, client account management, securities handling, trade processing, fund transfers
Preferred skills
Bachelor's degree, prior supervisory experience
Technologies
Computer systems for securities recording, trade processing, and fund transfers
Responsibilities
Oversee branch staff onboarding, training, and performance; manage client account onboarding and securities recording; process trades, checks, wires, and ACHs; oversee cage activities; communicate policy changes to staff
Seniority
Mid-level, supervisory IC