Branch Service Manager/registered Client Associate

Royal Bank of Canada

Richmond, United States
Base: not specified; bonus/equity: bonuses + commi...
Onsite
Client account onboarding and processing
Branch staff supervision and training
Operational compliance and policy communication
As a Registered Client Associate/Branch Service Manager at RBC Wealth Management, you will support advisors and clients while fostering a client-first approach that meets compliance standards

Job Summary

  • As a Registered Client Associate/Branch Service Manager at RBC Wealth Management, you will support advisors and clients while fostering a client-first approach that meets compliance standards.
  • The role includes overseeing branch staff and operations, onboarding new accounts, processing transactions, and ensuring effective communication of policies.
  • RBC offers a comprehensive Total Rewards Program, leadership support for development, flexible work/life balance options, and opportunities for career growth.

Matching Summary

As a Registered Client Associate/Branch Service Manager at RBC Wealth Management, you will support advisors and clients while fostering a client-first approach that meets compliance standards.

Salary

Base: Not specified; Bonus/Equity: Bonuses and commissions where applicable; Benefits: Flexible benefits and stock where applicable

Skills & Requirements

Must-have

  • Client account onboarding and processing
  • Branch staff supervision and training
  • Operational compliance and policy communication
  • Customer relationship management
  • Financial services industry knowledge
  • Effective communication skills

Nice-to-have

  • Supervisory experience
  • Positive and productive work environment modeling
  • Career development and coaching
  • Collaborative team environment
  • Problem resolution skills

Key Requirements

  • Bachelor’s degree or job related experience
  • 3+ years financial services experience
  • Series 7 and 66 (or Series 63/65) licenses

Work Rights

Not specified

Tailored Resume

Cover Letter