RBC Capital Markets, LLC logo

Branch Service Manager/Client Associate

RBC Capital Markets, LLC

Westlake, OHJob$50–80K/yrSeen 3 days agoSeen in employer's feed 3 days ago

Most applications go out cold — see where you stand first. No sign-up to start.

Watch jobs like this.

At a glance

Compensation
$50–80K/yr
Location
Westlake, OH
Work Authorization
Not specified

Olive lists jobs from US employers, including remote roles you can work from the United States.

Requirements

Credentials this posting asks for.

Series 7 And 66 Or Series 63/65 Or Ability To Obtain

Job overview

The Branch Service Manager is a player-coach who serves as the primary liaison between Complex management and the branch on operational matters. The role oversees branch staff and operations, supports client account needs, and helps foster a positive team culture. RBC offers training and development resources, a comprehensive Total Rewards Program, and a stated salary range of $50,000–$80,000, with potential additional variable compensation.

Skills & qualifications

RequiredNice to have

Skills

Financial ServicesIndustry Rules and RegulationsWritten CommunicationVerbal CommunicationComputer SkillsAttention to DetailSupervisory Experience

Qualifications

Bachelor's Degree or Job Related Experience3+ Years Financial Services ExperienceSeries 7 and 66 or Series 63/65 or Ability to Obtain

Benefits

401(k) Match
Medical Insurance
Dental Insurance
Vision Insurance
Paid Time Off

Full job description

Job Description What is the 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) 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. 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. What will you do? - 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. What do you need to succeed? Must-have - 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-have - Supervisory experience What's in it for you? 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 include competitive compensation and flexible benefits, such as 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off. - Leaders who support your development through coaching and managing opportunities. - Ability to make a difference and 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 particular position is $50,000- $80,000,depending on your experience, skills, and registration status, market conditions and business needs. You have the potential to earn more through RBC's discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you

Similar jobs, posted recently

Open roles like this one, listed in the last 30 days.

You've read the whole posting — now see how you match it.