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, modelling, encouraging, and developing a positive and productive work environment.
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 processing of transactions
Requirements:
- Bachelor's degree or job-related experience
- 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
Nice-to-have:
- Supervisory experience
What's in it for you:
- Competitive compensation ($50,000 - $80,000) and flexible benefits, including 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off
- Opportunities for development and growth
- Collaborative and dynamic work environment
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