Description
Join RBC Wealth Management as a Branch Service Manager (BSM) and help clients thrive and communities prosper. You will be part of a team serving financial advisors, clients, and the branch, acting as the primary liaison between the Complex management team and the branch on operational matters.
Key Responsibilities:
- Oversee branch staff and operations to ensure smooth functioning
- Onboard new accounts, accurately record securities and coupons, and transmit them to the Complex main office and Minneapolis
- Build and maintain professional relationships with clients, assisting them and answering account questions
- Oversee cage activities to ensure timely transaction processing
- Ensure effective communication of policy and procedural changes to branch employees
Requirements:
- 3+ years of financial services experience with 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 and a mindset for improving branch efficiency and effectiveness
Nice-to-Have:
- Bachelor's degree or job-related experience
- Supervisory experience
What's in it for you?
- Comprehensive Total Rewards Program including bonuses and flexible benefits
- Competitive compensation, commissions, and stock where applicable
- Leaders who support your development through coaching and managing opportunities
- Flexible work/life balance options
- Opportunities for challenging work and growth
Salary Range: $55,000 - $88,000 per year
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